Podium + Trello
Create cards in Trello for new paid invoices in Podium
Keep track of your new paid invoices from Podium with ease. With this automation, every time a new invoice is paid in Podium, a card is directly created in Trello. This helps you to stay organized, get real-time updates, and manage your invoices in a more efficient manner. Simplify your financial management by integrating Podium and Trello, without manually transferring data between the two platforms.
Keep track of your new paid invoices from Podium with ease. With this automation, every time a new invoice is paid in Podium, a card is directly created in Trello. This helps you to stay organized, get real-time updates, and manage your invoices in a more efficient manner. Simplify your financial management by integrating Podium and Trello, without manually transferring data between the two platforms.
- When this happens...New Paid Invoice
Triggers when an invoice is paid by the contact via the invoice link. Marking an invoice as paid in the app will not fire this trigger.
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Status
Try ItNew Paid Invoice
Triggers when an invoice is paid by the contact via the invoice link. Marking an invoice as paid in the app will not fire this trigger.
Try ItNew Review
Triggers when a customer submits a review for your business from a Podium review invite.
Try ItLocationRequired
Invoice UidRequired
NoteRequired
New Invoice
Triggers when a new invoice is created.
Try ItNew Refunded Invoice
Triggers when there is a refund on an invoice.
Try ItNew Review Invite
Triggers when a new review invite is created.
Try ItAccount Uid
Messenger ChannelRequired
Customer NameRequired
Invoice Number
AmountRequired
Description
LocationRequired
Card Reader
