QuickBooks Online + Trello

Create Trello cards for new paid invoices in QuickBooks Online

Ensure immediate team visibility on new client payments with this workflow. When a fresh paid invoice is recorded in QuickBooks Online, a corresponding card is produced in Trello. This setup allows for systematic tracking of customer payments and efficient financial management.

Ensure immediate team visibility on new client payments with this workflow. When a fresh paid invoice is recorded in QuickBooks Online, a corresponding card is produced in Trello. This setup allows for systematic tracking of customer payments and efficient financial management.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Paid Invoice

    Triggers when the balance of an invoice becomes zero.

    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
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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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