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Billbooks + Trello

Billbooks + Trello

Billbooks + Trello integrations

Create Trello cards for new Billbooks invoices

Unpaid invoices are easy to lose track of once they have been sent. This Zap automatically creates a Trello card whenever a new invoice is created in Billbooks, named with the invoice number and client, with the amount and due date in the description. Every invoice lands on your board so you can follow up and move it along until it is paid.

  1. When this happens...
    New Invoice
    New Invoice
    New InvoiceTriggers when a new invoice is created in Billbooks.
  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 Billbooks and Trello

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

  • Billbooks triggers, actions, and search
    New Client

    Triggers when a new client is created in Billbooks.

    Trigger
    Polling
    Try It
    • Name
      Required
    • Contact Name
      Required
    • Contact Email
      Required
    • Contact Phone
    • Address
    • City
    • State
    • Zip Code
    • Phone
    • Country
    • Country Code (ISO, two letters)
    • Registration No.
    • Website
    • Currency
    • Payment Terms (days)
    • Language
    • Enable Client Portal
    • Shipping Address
    • Shipping City
    • Shipping State
    • Shipping Zip Code
    • Shipping Phone
    • Shipping Country
    • Shipping Country Code (ISO, two letters)
    • Remarks
    Action
    Write
    • Date
      Required
    • Amount
      Required
    • Category
    • New Category
    • Reference No.
    • Vendor
    • Notes
    • Currency
    • Client
    • Billable
    Action
    Write
    • Self_feed_warning
    • Client
      Required
    • Estimate Date
      Required
    • Estimate Number
      Required
    • PO Number
    • Expiry Date
    • Currency
    • Notes
    • Terms
    • Status
    • Item ID
    • Description
    • Quantity
      Required
    • Rate
      Required
    • Tax IDs
    Action
    Write
    • Self_feed_warning
    • Client
      Required
    • Invoice Date
      Required
    • Invoice Number
      Required
    • PO Number
    • Due Terms (days)
    • Due Date
    • Currency
    • Notes
    • Terms
    • Status
    • Item ID
    • Description
    • Quantity
      Required
    • Rate
      Required
    • Tax IDs
    Action
    Write
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About Billbooks
Billbooks is a cloud invoicing app to manage billing, quotes, items, expenses, scheduling and bank reconciling
Related categories
trello logo
About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Related categories
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