QuickBooks Online + Trello

Create customers in QuickBooks Online from new cards in Trello

Do you use Trello as part of your CRM process and use QuickBooks Online for your accounting and invoicing? Use this Zap to make your life easier. Once active, it automatically sends customer information from each new Trello card into QBO automatically!

Do you use Trello as part of your CRM process and use QuickBooks Online for your accounting and invoicing? Use this Zap to make your life easier. Once active, it automatically sends customer information from each new Trello card into QBO automatically!

  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

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  • 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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