QuickBooks Online + Trello

Create QuickBooks Online customers from new Trello cards

Effortlessly streamline your client management process with this workflow, connecting Trello and QuickBooks Online. Whenever a new card is added in Trello, a customer is created in QuickBooks Online, ensuring seamless organization of your client information and saving valuable time. Stay focused on growing your business while this integration takes care of the tedious tasks.

Effortlessly streamline your client management process with this workflow, connecting Trello and QuickBooks Online. Whenever a new card is added in Trello, a customer is created in QuickBooks Online, ensuring seamless organization of your client information and saving valuable time. Stay focused on growing your business while this integration takes care of the tedious tasks.

  1. When this happens...
    TrelloTrello
    New Card

    Triggers when a new card is added.

    TriggerScheduled
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Customer

    Triggers when you add a new customer.

    ActionWrite
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Supported triggers and actions

  • Trello triggers, actions, and search

    New Board

    Triggers when a new board is added.

    Trigger
    Scheduled
    Try It
    • Board

    • List

    • Card

    Trigger
    Scheduled
    Try It
    • ActivityRequired

    • Board

    • List

    • Card

    Trigger
    Instant
    Try It
    • Board

    • Time Before

    • Time Before (Unit)

    • Status

    • Only cards where you're a member?

    Trigger
    Scheduled
    Try It
    • Board

    • List

    • Filter

    Trigger
    Scheduled
    Try It
    • Board

    • List

    • Card

    Trigger
    Scheduled
    Try It
    • Board

    • List

    • Card

    Trigger
    Instant
    Try It
    • BoardRequired

    • CardRequired

    Trigger
    Instant
    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.
Learn more

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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