FreshBooks New
When this happens...
FreshBooks NewNew Filtered Invoice
Then do this...
TrelloCreate Card

FreshBooks is great for time tracking and invoicing your clients, but if you needs to know the status of client invoices, then you can use Zapier to automatically add new FreshBooks invoices with a certain status and age to Trello as new cards. You could notify your team of unpaid invoices over a certain age on a Trello board, or add a Trello card with tasks to complete for all new paid invoices. Once you set up this FreshBooks-Trello integration, new invoices with the filter you setup are individually added as new cards to Trello.

How this FreshBooks-Trello integration works

  1. A new FreshBooks invoice is created and filter conditions are met
  2. Zapier creates a new Trello card with that data

Apps involved

  • FreshBooks
  • Trello

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When this happens...
then do this!
New Client

Triggers when a new client is created.

Create Invoice

Creates an Invoice.

New Payment

Triggers when a new payment is created.

Create Other Income

Creates other income (i.e., income that doesn't require an invoice and is received through other means).

New Invoice

Triggers when a new invoice is created. This trigger only returns a summary of the invoice, as the line items aren't included.

Create or Update Invoice

Update an existing invoice based on invoice number. Optionally create a new invoice if one does not exist.

Card Updated

Triggers when a Card is updated in Trello.

Create Client

Creates a new client.

New Notification

Triggers when you get a new notification in Trello.

Create or Update Client

Updates an existing client based on email. Optionally create a client if one is not found with matching email.

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FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.

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

See Trello Integrations