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Trello logoTrello logo
Zoho Books logoZoho Books logo

Trello + Zoho Books

Trello + Zoho Books

Trello + Zoho Books integrations

Move Trello cards to list and generate Zoho Books sales invoices instantly

Move your project management and accounting tasks into a seamless process with this workflow. Whenever a card is transferred to a specific list in Trello, a corresponding sales invoice is created in Zoho Books. This automated process eliminates the need for manual data entry and keeps your sales records up-to-date in real time. Isn't it time you streamlined your work processes for efficient project tracking and accurate financial recording?

  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 Sales Invoice
    Create Sales Invoice
    Create Sales InvoiceCreates a new sales invoice.
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More things you can do with Trello and Zoho Books

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

  • Trello triggers, actions, and search
    New Board

    Triggers when a new board is added.

    Trigger
    Polling
    Try It
    • Board ID
    • List ID
    • Card ID
    Trigger
    Polling
    Try It
    • Activity
      Required
    • Board ID
    • List ID
    • Card ID
    Trigger
    Instant
    Try It
    • Info
    • Board ID
    • Time Before
    • Time Before (Unit)
    • Status
    • Only cards where you're a member?
    Trigger
    Polling
    Try It
    • 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 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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