Add new FreshBooks filtered invoices to Trello as new cards
When this happensStep 1: New Filtered Invoice
Then do thisStep 2: Create 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
- A new FreshBooks invoice is created and filter conditions are met
- Zapier creates a new Trello card with that data