Integrate Sage Accounting with Trello to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from Sage Accounting

A trigger is an event that starts your Zap and runs the workflow. For example, with Sage Accounting, a trigger could be "New Contact Payment."

A trigger is the event that kicks off your automated workflow.

Setup an action from Trello

An action is what takes place after the automation is triggered. For example, with Trello, the action could be "Create Checklist Item in Card."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Sage Accounting to Trello

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Triggers and actions are the main components of every automated workflow.

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Make work flow with AI

Level up your Sage Accounting to Trello integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Sage Accounting and Trello to integrate crucial parts of your business

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Connect Sage Accounting and Trello to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Contact Payment
Triggers when a new contact payment is created.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
New Product
Triggers when a new product is created.
Trigger
Scheduled
Try It
New Sales Quote
Triggers when a new sales Quote is created.
Trigger
Scheduled
Try It
New Stock Item
Triggers when a new stock item is created.
Trigger
Scheduled
Try It

Updated Product
Triggers when a product is updated.
Trigger
Scheduled
Try It
Updated Sales Invoice
Triggers when a sales invoice is updated.
Trigger
Scheduled
Try It

Updated Service
Triggers when a service is updated.
Trigger
Scheduled
Try It
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Business Name
  Required
- Notes
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
Create Sales Quote
Creates a new sales Quote.
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Date
  Required
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Invoice_number
Action
Search
- Product Code or Description
  Required
Action
Search
- Quote_number
Action
Search
- Product Code or Description
  Required
Action
Search
- Invoice_number
Action
Search or write
- Product Code or Description
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
- Quote_number
Action
Search or write
- Product Code or Description
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
- Board
- List
- Filter
Trigger
Scheduled
Try It
- Board
- List
- Card
Trigger
Scheduled
Try It
- Board
- List
- Card
Trigger
Instant
Try It
- Board
- Card
Trigger
Instant
Try It
- Board
Trigger
Scheduled
Try It
- Board
Trigger
Scheduled
Try It
New Notification
Triggers when you get a new notification in Trello.
Trigger
Scheduled
Try It
- Organization
- Product Code or Description
  Required
- Description
  Required
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board
- List
- Card
Action
Write
- Board
- Label
- List
- Card
Action
Write
- Board
- Only cards where you're a member?
- List
- Card
Action
Write
- Board
- List
- Card
- Checklist Name
- Checklist to Copy
- Checklist Items
- Checklist Position
Action
Write
- Board
- List
- Card
- Comment Text
  Required
Action
Write
- Board
- Product Code or Description
  Required
- Organization
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board
- Product Code or Description
  Required
- Color
Action
Write
- Board
- List
- Card
- Label
Action
Write
- Board
- Product Code or Description
  Required
Action
Search
- Board
- List
- Card
- Checklist
  Required
- Search
  Required
Action
Search
- Organization
- Board
- List
- Product Code or Description
  Required
Action
Search
- Board
- Product Code or Description
  Required
- Color
Action
Search or write
- Board
- List
- Card
- Search
  Required
- Checklist Name
- Checklist to Copy
- Checklist Items
- Checklist Position
Action
Search or write
- Organization
- Board
- List
- Product Code or Description
  Required
- Description
  Required
- Label
- Custom_labels
- Card Position
- Only cards where you're a member?
- Due Date
- File Attachments
- URL
  Required
- Checklist Name
- Checklist Items
Action
Search or write

New Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Scheduled
Try It
Updated Contact
Triggers when an existing contact is updated.
Trigger
Scheduled
Try It
New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Scheduled
Try It
New Service
Triggers when a new service is created.
Trigger
Scheduled
Try It
Updated Contact Payment
Triggers when an existing contact payment is updated.
Trigger
Scheduled
Try It
Updated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Trigger
Scheduled
Try It
Updated Sales Quote
Triggers when a sales Quote is updated.
Trigger
Scheduled
Try It
Updated Stock Item
Triggers when a stock item is updated.
Trigger
Scheduled
Try It
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Create Purchase Invoice
Creates a new purchase invoice.
Action
Write
- Business Name
  Required
- Notes
- Credit Limit
- Credit Term Days
Action
Write
- Date
  Required
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Update Purchase Invoice
Triggers when an existing purchase invoice is updated.
Action
Write
- Date
  Required
- Quote_number_prefix
- Quote_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
Action
Search
- Filter by Contact Name or Reference
Action
Search
- Invoice_number
Action
Search
- Product Code or Description
  Required
Action
Search
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Search or write
- Filter by Contact Name or Reference
- Business Name
  Required
- Notes
- Credit Limit
- Credit Term Days
Action
Search or write
- Invoice_number
- Date
  Required
- Invoice_number_prefix
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Search or write
- Product Code or Description
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
New Board
Triggers when a new board is added.
Trigger
Scheduled
Try It
- Board
- List
- Card
Trigger
Scheduled
Try It
- Activity
  Required
Trigger
Instant
Try It
- Board
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Scheduled
Try It
- Board
Trigger
Scheduled
Try It
- Board
- Label
Trigger
Instant
Try It
- Board
Trigger
Scheduled
Try It
- Board
- List
- Card
- Checklist
  Required
- Product Code or Description
  Required
- Checklist Item Position
Action
Write
- Board
- List
- Product Code or Description
  Required
- Description
  Required
- Label
- Custom_labels
- Card Position
- Only cards where you're a member?
- Due Date
- File Attachments
- URL
  Required
- Checklist Name
- Checklist Items
Action
Write
- Board
- List
- Card
- File Attachments
- URL
  Required
Action
Write
- Board
- List
- Card
- To_board
- To_list
  Required
Action
Write
- Board
- List
- Card
- Product Code or Description
  Required
- Description
  Required
- Due Date
- Due Complete
- Checklist Item Position
Action
Write
- Board
Action
Write
- Board
- List
- Card
- Checklist
  Required
- Checklist_item
  Required
Action
Write
- Board
- List
- Card
- Checklist
  Required
Action
Write
- Board
- Product Code or Description
  Required
Action
Write
- Board
- Product Code or Description
  Required
Action
Search
- Board
- List
- Card
- Search
  Required
Action
Search
- Organization
- Product Code or Description
  Required
Action
Search
- Organization
- Member_name
  Required
Action
Search
- Board
- Product Code or Description
  Required
Action
Search or write
- Organization
- Product Code or Description
  Required
- Description
  Required
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Search or write

Learn how to automate Sage Accounting on the Zapier blog

Learn how to automate Trello on the Zapier blog

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