Trello + Zoho Books

Move Trello cards to list and generate Zoho Books sales invoices instantly

Move your project management and accounting tasks into a seamless process with this workflow. Whenever a card is transferred to a specific list in Trello, a corresponding sales invoice is created in Zoho Books. This automated process eliminates the need for manual data entry and keeps your sales records up-to-date in real time. Isn't it time you streamlined your work processes for efficient project tracking and accurate financial recording?

Move your project management and accounting tasks into a seamless process with this workflow. Whenever a card is transferred to a specific list in Trello, a corresponding sales invoice is created in Zoho Books. This automated process eliminates the need for manual data entry and keeps your sales records up-to-date in real time. Isn't it time you streamlined your work processes for efficient project tracking and accurate financial recording?

  1. When this happens...
    TrelloTrello
    Card Moved to List

    Triggers when a Card is moved to a List in Trello, inside the same Board.

    TriggerInstant
  2. automatically do this!
    Zoho BooksZoho Books
    Create Sales Invoice

    Creates a new sales invoice.

    ActionWrite
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Supported triggers and actions

    • Board

    • List

    • Card

    Trigger
    Polling
    Try It
    • Board

    • List

    • Card

    Trigger
    Instant
    Try It
    • Board

    • Card

    Trigger
    Instant
    Try It
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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zoho-books logo
zoho-books logo

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

Related categories

  • Accounting
  • Zoho