QuickBooks Online + Trello

Create Trello cards from new emailed estimates in QuickBooks Online

Streamline your workflow between QuickBooks Online and Trello with this efficient automation. Whenever an estimate is emailed through QuickBooks Online, a new card is promptly created on Trello. This way, you can conveniently track your financial interactions while keeping project management in check. Enhance your productivity and stay organized without lifting a finger.

Streamline your workflow between QuickBooks Online and Trello with this efficient automation. Whenever an estimate is emailed through QuickBooks Online, a new card is promptly created on Trello. This way, you can conveniently track your financial interactions while keeping project management in check. Enhance your productivity and stay organized without lifting a finger.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    Estimate Emailed

    Triggers when an estimate is emailed.

    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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