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Trello + Zoho Books

Trello + Zoho Books

Trello + Zoho Books integrations

Create Trello cards for new Zoho Books estimates

Ensure a smooth workflow between your financial and project management tasks with this integration. When you create a new estimate in Zoho Books, it will initiate a workflow that generates a new card in Trello. This system enhances your productivity by maintaining clear and efficient communication between your finance and project management departments, negating the need for duplicate data entry and reducing potential errors.

  1. When this happens...
    New Estimate
    New Estimate
    New EstimateTriggers when a new estimate is created.
  2. automatically do this!
    Create Card
    Create Card
    Create CardAdds a new card on a specific board and list.
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More things you can do with Zoho Books and Trello

Discover other triggers and actions you can use with Zoho Books and Trello

    • Organization
      Required
    Trigger
    Instant
    Try It
    • Organization
      Required
    Trigger
    Instant
    Try It
    • Organization
      Required
    Trigger
    Instant
    Try It
    • Organization Name
      Required
    • Customer Name
      Required
    • Estimate Number
    • Date
    • Expiry Date
    • Name
      Required
    • Rate
      Required
    • Quantity
      Required
    • Discount
    • Description
    • Exchange Rate
    • Estimate Notes
    • Send
    • Estimate Terms
    • Shipping Charge
    Action
    Write
    • Organization
      Required
    Trigger
    Instant
    Try It
    • Status
    • Organization
      Required
    Trigger
    Instant
    Try It
    • Organization
      Required
    • PAN Number
    • GSTIN or UIN
    • GST Treatment
    • Place of Contact
    • Contact Name
      Required
    • Company Name
    • First Name
    • Last Name
    • Email
    • Website
    • Phone
    • Mobile
    • Billing Address Address
    • Billing Address City
    • Billing Address Zip
    • Billing Address State
    • Billing Address Country
    • Billing Address Fax
    • Shipping Address Address
    • Shipping Address City
    • Shipping Address State
    • Shipping Address Country
    • Shipping Address Fax
    • Shipping Address Zip
    • Payment Terms
    • Notes
    • Vat Treatment
    • Tax Treatment
    • TRN Number
    • Place of Supply
    Action
    Write
    • Organization
      Required
    • Customer Name
      Required
    • Invoice Number
    • Invoice Date
    • Due Date
    • Payment Terms
    • Discount
    • Exchange Rate
    • Item Name
      Required
    • Description
    • Quantity
      Required
    • Rate
      Required
    • Discount ($)
    • Payment Options
    • Shipping Charge
    • Adjustment
    • Allow Partial Payment
    • Notes
    • Send
    • VAT Treatment
    • Tax Treatment
    • Reference Number
    Action
    Write
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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 Zoho Books
Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.
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