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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.
- When this happens...New InvoiceTriggers when a new invoice is created in Billbooks.
- automatically do this!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
- New Client
Triggers when a new client is created in Billbooks.
Try ItTriggerPolling - New Expense
Triggers when a new expense is recorded in Billbooks.
Try ItTriggerPolling - NameRequired
- Contact NameRequired
- Contact EmailRequired
- 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
ActionWrite- DateRequired
- AmountRequired
- Category
- New Category
- Reference No.
- Vendor
- Notes
- Currency
- Client
- Billable
ActionWrite
- New Estimate
Triggers when a new estimate is created in Billbooks.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created in Billbooks.
Try ItTriggerPolling - Self_feed_warning
- ClientRequired
- Estimate DateRequired
- Estimate NumberRequired
- PO Number
- Expiry Date
- Currency
- Notes
- Terms
- Status
- Item ID
- Description
- QuantityRequired
- RateRequired
- Tax IDs
ActionWrite- Self_feed_warning
- ClientRequired
- Invoice DateRequired
- Invoice NumberRequired
- PO Number
- Due Terms (days)
- Due Date
- Currency
- Notes
- Terms
- Status
- Item ID
- Description
- QuantityRequired
- RateRequired
- Tax IDs
ActionWrite
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