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  • Xero logoXero logo

Trello + Xero

Create quote drafts in Xero when cards are moved to a list in Trello

Effortlessly manage your quoting process with this seamless Trello and Xero integration. Whenever you move a card to a specific list in Trello, a new quote draft will be created in Xero, streamlining your workflow and saving you time. Stay organized and maintain accuracy with this powerful automation.

Effortlessly manage your quoting process with this seamless Trello and Xero integration. Whenever you move a card to a specific list in Trello, a new quote draft will be created in Xero, streamlining your workflow and saving you time. Stay organized and maintain accuracy with this powerful automation.

  1. When this happens...
    TrelloTrello
    Card Moved to List

    Triggers when a Card is moved to a List in Trello, inside the same Board.

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create New Quote Draft

    Creates a new quote draft.

    ActionWrite
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Supported triggers and actions

    • Board

    • List

    • Card

    Trigger
    Polling
    Try It
    • ActivityRequired

    • Board

    • List

    • Card

    Trigger
    Instant
    Try It
    • Info

    • Board

    • Time Before

    • Time Before (Unit)

    • Status

    • Only cards where you're a member?

    Trigger
    Polling
    Try It
    • Board

    • List

    • Card

    Trigger
    Polling
    Try It
    • Board

    • List

    • Card

    Trigger
    Instant
    Try It
    • Board

    • Card

    Trigger
    Instant
    Try It
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trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

Related categories

xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Related categories