QuickBooks Online + Trello

Create Trello cards for new QuickBooks Online customers

Organize and track your new clients seamlessly with this workflow. When a new customer is added in QuickBooks Online, a card is instantly created in Trello. This automation provides an efficient way to manage customer data, ensuring that each client receives timely attention and follow-ups. Stay on top of your business operations with this seamless link between QuickBooks Online and Trello.

Organize and track your new clients seamlessly with this workflow. When a new customer is added in QuickBooks Online, a card is instantly created in Trello. This automation provides an efficient way to manage customer data, ensuring that each client receives timely attention and follow-ups. Stay on top of your business operations with this seamless link between QuickBooks Online and Trello.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Customer

    Triggers when you add a new customer.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Create Card

    Adds a new card on a specific board and list.

    ActionWrite
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Supported triggers and actions

  • QuickBooks Online triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • DaysRequired

    Trigger
    Polling
    Try It
quickbooks logo
quickbooks logo

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

Related categories

  • Accounting

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trello logo
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Learn more

Related categories

  • Project Management

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