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Add new FreshBooks filtered invoices to Trello as new cards

  1. When this happensStep 1: New Filtered Invoice

  2. 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

  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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Connect FreshBooks New + Trello in Minutes

It's easy to connect FreshBooks New + Trello and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Client Hook

Triggers when a new client is created.

InstantNew Expense Hook

Triggers when a new expense is created.

New Client

Triggers when a new client is created.

New Filtered Invoice

Triggers when a new invoice thats meets the condition is created.

Notice: line-item information is not provided by this trigger.

New Payment

Triggers when a new payment is created.

InstantNew Estimate

Triggers when a new estimate is created.

InstantNew Invoice Hook

Triggers when a new invoice is created.

New Expense

Triggers when a new expense is created.

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.

InstantNew Project

Trigger when a new project is created.

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