1.Detect new card in list
Integrate Trello and board triggers to detect new invoice card details, then to start forwarding invoice data to accounting.
Send invoice email to accounting from new card
Automatically monitor new invoice cards across Trello boards configured for accounting. Send invoice attachments by email when new cards appear, attachments are added, or invoice cards enter the listβso you can forward invoices, confirm sends on the card, and avoid email follow-up.
How this automation forwards invoices to accounting
When new invoice cards land on your board, manual email forwarding slows processing and risks missed attachments. This automation sends invoice emails and attachments, checks delivery success, and posts confirmation commentsβso your team can keep invoice handling on track.
Trelloor swap with your favorite app
2.Send invoice email
Integrate SMTP by Zapier and email sending tools to send an invoice email to the accounting address with card attachments.
SMTP by Zapieror swap with your favorite app
3.Verify SMTP success flag
Integrate Code by Zapier and error checking tools to verify the SMTP step reported success and set routing status.
Code by Zapieror swap with your favorite app
4.Comment send confirmation
Integrate Trello and workflow updates to add a card comment confirming the invoice was forwarded when email sends succeed.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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