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FreshBooks + Trello

FreshBooks + Trello

FreshBooks + Trello integrations

Move cards to list in Trello and create new clients in FreshBooks

Move your Trello cards smoothly and generate a new client in FreshBooks in a single workflow. This automation begins when you shift a card to a selected list in Trello, which then initiates the creation of a new client in FreshBooks. Perfect for those wanting a seamless transition between project tracking and client management without needing to switch tabs or software.

  1. When this happens...
    Card Moved to List
    Card Moved to List
    Card Moved to ListTriggers when a Card is moved to a List in Trello, inside the same Board.
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreates a new client.
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More things you can do with Trello and FreshBooks

Discover other triggers and actions you can use with Trello and FreshBooks

  • Trello triggers, actions, and search
    New Board

    Triggers when a new board is added.

    Trigger
    Polling
    Try It
    • Board ID
    • List ID
    • Card ID
    Trigger
    Polling
    Try It
    • Activity
      Required
    • Board ID
    • List ID
    • Card ID
    Trigger
    Instant
    Try It
    • Info
    • Board ID
    • Time Before
    • Time Before (Unit)
    • Status
    • Only cards where you're a member?
    Trigger
    Polling
    Try It
    • Board ID
    • List ID
    • Card ID
    Trigger
    Polling
    Try It
    • Board ID
    • List ID
    • Card ID
    Trigger
    Instant
    Try It
    • Board ID
    • Card ID
    Trigger
    Instant
    Try It
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About FreshBooks
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.
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About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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