Creates a draft invoice for a client from line items. It opens in InvoiceTools ready to review and send.

Records a payment received outside InvoiceTools against an invoice, such as a bank transfer, cash or a cheque. The balance and status update the same way they do in the dashboard.

Emails a quote to the client with a secure link to view it online. A draft becomes sent, and it shows in the email log like any other send.

Changes a invoice that is still a draft. A invoice that has been sent or paid is refused with a clear message. Never sends an email.

Finds a client in your address book by email or by name.

Finds a recorded payment by its ID or by its reference, such as a bank transfer or cheque number.

Finds a client by email or name, or adds a new one when none matches.

Finds a quote by number, or creates a new draft when none matches.

Triggers when a new card is added.

Triggers when a Comment is added to a Card in Trello.

Triggers when a Card is moved to a List in Trello,

Triggers when a Card is updated in Trello.

Triggers when a new label is created in Trello.

Triggers when a new list on a board is added.

Adds a member to a board.

Archives a card.

Adds an existing label to a specific card.

Adds one or more members to a specific card.

Adds a new card on a specific board and list.

Closes a board without permanently deleting it.

Completes an existing checklist item in a card.

Deletes an existing checklist on a card.

Adds a new list on a specific board.

Finds a specific Trello action using its ID. This provides direct access to action details for agentic use cases.

Finds a label on a particular board by name.

Finds all attachments for a specific card using its ID. This provides direct access to card attachments for agentic use cases, improving performance by separating attachment fetching from the main card search.

Finds a checklist on a particular board or card by name.

Finds a checklist item on a particular checklist by name.

Finds a specific label using its ID. This provides direct access to label details for agentic use cases.

Finds a specific member using their ID. This provides direct access to member details for agentic use cases.

Finds a specific organization using its ID. This provides direct access to organization details for agentic use cases.

Search for cards using structured search fields.

Finds or creates a specific board label.

Finds or creates a specific checklist.

Adds a client to your InvoiceTools address book. A client with the same email is returned instead of duplicated.

Creates a draft quote for a client from line items. It opens in InvoiceTools ready to review and send.

Emails an invoice to the client with a secure link to view it online. A draft becomes sent, and it shows in the email log like any other send.

Changes details of an existing client. Only the fields you fill in are changed; empty fields are left as they are.

Changes a quote that is still a draft. A quote that has been sent is refused with a clear message. Never sends an email.

Finds a invoice by its number, for example INV-1043.

Finds a quote by its number, for example QUO-0012.

Finds an invoice by number, or creates a new draft when none matches.

Triggers when a Card is archived in Trello.

Triggers when there is activity in Trello.

Triggers at a specified time before a card is due.

Triggers when a new checklist is created in Trello.

Triggers when a label is added in a Trello card.

Triggers when a new member joins a board.

Creates a new checklist item in a card.

Creates a new board.

Adds one or more attachments to a specific card.

Moves a specific card to a list on a specific board.

Update a card's name, description, due date, or position in list.

Adds a new (or existing) checklist to a card.

Writes a new comment on a specific card.

Creates a copy of an existing board.

Adds a new label on a specific board.

Removes an existing label from a card.

Finds a specific board using its ID. This provides direct access to board details for agentic use cases.

Finds a list on a particular board by name.

Finds a specific card using its ID. This provides direct access to card details with comments for agentic use cases, without the overhead of attachment processing.

Finds a specific checklist using its ID. This provides direct access to checklist details for agentic use cases.

Finds a specific checklist item using its checklist ID and checklist item ID. This provides direct access to checklist item details for agentic use cases.

Finds a specific list using its ID. This provides direct access to list details for agentic use cases.

Finds a board in your Trello organization by name.

Search for cards using a custom Trello query string.

Finds a member in your Trello organization by name.

Finds or creates a specific board list.

Finds or creates a specific organization board.