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Trello + Xero

Trello + Xero

Trello + Xero integrations

Create quote drafts in Xero when cards are moved to a list in Trello

Effortlessly manage your quoting process with this seamless Trello and Xero integration. Whenever you move a card to a specific list in Trello, a new quote draft will be created in Xero, streamlining your workflow and saving you time. Stay organized and maintain accuracy with this powerful automation.

  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 New Quote Draft
    Create New Quote Draft
    Create New Quote DraftCreates a new quote draft.
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More things you can do with Trello and Xero

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

  • 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
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    • 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
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    • Board ID
    • List ID
    • Card ID
    Trigger
    Instant
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    • Board ID
    • Card ID
    Trigger
    Instant
    Try It
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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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About Xero
Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
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