QuickBooks Online + Trello

Create Trello cards for new QuickBooks Online estimates

Effortlessly manage your sales estimates with this seamless workflow between QuickBooks Online and Trello. When a new estimate is created in QuickBooks Online, a corresponding card will be added to your Trello board, keeping your team informed and organized. Stay on top of your finances and improve collaboration by connecting these two essential tools through this automation.

When this happens...
New Estimate
Triggers when you add a new estimate.
TriggerInstant
automatically do this!
Create Card
Triggers when a new card is added.
ActionWrite

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Supported triggers and actions

New Account
Triggers when you add a new account.
Trigger
Instant
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New Bill
Triggers when a new bill is added.
Trigger
Instant
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Estimate Emailed
Triggers when an estimate is emailed.
Trigger
Instant
Try It
New Expense
Triggers when a new expense is added.
Trigger
Instant
Try It
New Invoice
Triggers when you add a new invoice.
Trigger
Instant
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New Credit Memo
Triggers when a new credit memo is created.
Trigger
Instant
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New Invoice Paid
Triggers when an invoice is paid in full. (Balance changes to zero)
Trigger
Scheduled
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New Product
Triggers when a new product is created.
Trigger
Instant
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New Time Entry
Triggers when a new time entry is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Scheduled
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New Sales Receipt
Triggers when a new sales receipt is added.
Trigger
Instant
Try It
Updated Bill
Triggers when a bill is updated.
Trigger
Instant
Try It
Updated Customer
Triggers when an existing customer is updated.
Trigger
Instant
Try It
Updated Invoice
Triggers when an invoice is updated.
Trigger
Instant
Try It
- VendorRequired
- Bill Number
- Line Item
- Line Description
- AmountRequired
- Qty
- Unit Price
- Line Class
- AP Account
- Customer
- Due Date
- Transaction Date
Action
Write
- VendorRequired
- Terms
- Transaction Date
- Due Date
- Bill Number
- Department
- Global Tax Calculation
- Product/Service
- Description
- Qty
- Rate
- AmountRequired
- Billable?
- Customer
- Line Class
- Tax Code
- AP Account
- Memo
Action
Write
- Primary Email Address
- Given NameRequired
- Family NameRequired
- Middle Name
- Employee Phone Number
- Birth Date
- Billable Time
- Active
- Release Date
- Cost Rate
- Employee Mobile
- Gender
- Hired Date
- Organization
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Address Line 5
Action
Write
- Full NameRequired
- Display Name
- Title
- First Name
- Middle name
- Last Name
- Company
- Email
- Phone
- Mobile
- Fax
- Other
- Website
- Active
- GST Registration Type
- GSTIN
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
- Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State Code
- Shipping Address Zip Code
- Shipping Address Country
- Notes
- Currency
- Taxable
- Tax Code
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred Payment Method
- Preferred Delivery Method
- Terms
- Customer Type
Action
Write
- Payee TypeRequired
- Payment TypeRequired
- Bank/Credit AccountRequired
- Payment Date
- Payment Method
- Reference Number
- Print Later?
- Account
- Description
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Memo
- Tax Code
- Total Tax
- Tax Calculation
- Department
- Location
- Currency
- Exchange Rate
Action
Write
- Journal Date
- Journal Number
- AccountRequired
- Debit AmountRequired
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- AccountRequired
- Credit AmountRequired
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- Memo
- Currency
- Exchange Rate
Action
Write
- Info
- Customer
- Find Customer by Name/Email
- Email
- Send Later?
- Note
- Message
- Line AmountRequired
- Service Date
- Line Description
- Product/Service
- Line Item Quantity
- Line Item Unit Price
- Line Item Tax Code
- Line Item Class
- Transaction Date
- Total Discount
- Payment Method
- Payment Reference Number
- Deposit To Account
- Sales Receipt Number
- Auto Generate Sales Receipt Number
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
- Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State Code
- Shipping Address Zip Code
- Shipping Address Country
- Currency
- Exchange Rate
- Class
- Tax Code
- Total Tax
- Tax Calculation
- Shipping Tax
- Shipping Cost
- Department
Action
Write
- VendorRequired
- Purchase Order Status
- Mailing Address
- Shipping Address
- Purchase Order Date
- Ship Via
- Purchase Order Number
- PO Email
- Account
- Description
- Amount
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Customer
- Class
- Your Message to Vendor
- Memo
Action
Write
- Estimate IdRequired
Action
Write
- Sales ReceiptRequired
- Email

QuickBooks Online + Trello

Create Trello cards for new QuickBooks Online estimates

Supported triggers and actions

New Account

New Bill

Estimate Emailed

New Expense

New Invoice

New Credit Memo

New Invoice Paid

New Product

New Time Entry

New Project

New Sales Receipt

Updated Bill

Updated Customer

Updated Invoice

Create Bill (Item Based)

Create Bill (Item Based)

Create Employee

Create Customer

Create Expense

Create Journal Entry

Create Sales Receipt

Create Purchase Order

Send Estimate

Send Sales Receipt