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FreshBooks + Trello

FreshBooks + Trello

FreshBooks + Trello integrations

Move Trello cards to list and create or update FreshBooks clients

When a card is moved to a new list in Trello, this workflow connects Trello with FreshBooks to instantly create or update client information. It streamlines your process, making it easier to manage task progression and client details concurrently. Save time and maintain accuracy by seamlessly integrating your project management and invoicing systems.

  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 or Update Client
    Create or Update Client
    Create or Update ClientUpdates an existing client based on email. Optionally create a client if one is not found with matching email.
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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
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    • Board ID
    • List ID
    • Card ID
    Trigger
    Polling
    Try It
    • Activity
      Required
    • Board ID
    • List ID
    • Card ID
    Trigger
    Instant
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    • Info
    • Board ID
    • Time Before
    • Time Before (Unit)
    • Status
    • Only cards where you're a member?
    Trigger
    Polling
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    • 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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