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bad ideas

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Productivity tips

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Evernote

Slack

Trello

It's been said many times that to have lots of good ideas, we need to have lots of bad ones, too. We need lots of ideas, period.

Methods to Try, Questions to Ask and Apps to Use

How to Generate More Good Ideas

Time to provide an invoice to a closed deal? Don't waste time and get it done automatically with this Zap. It creates a sales invoice in Xero when Qwilr projects are accepted. Automation saves you time from admin work, freeing up your day for more important tasks.

Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intuitive sales and marketing documents that look impressive and integrate seamlessly with your business.

Qwilr

Project Accepted

Triggers when a project is first created.

New Project

Project First Viewed

Project Published

Create Project

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Xero

Triggers when a new bank transaction is created.

New Bank Transaction

Triggers when you add a new bill. (Accounts Payable).

New Bill

New Contact

Triggers when a new credit note is created.

New Credit Note

Triggers when you run or refresh one of the selected Xero report types (Balance Sheet, Profit & Loss, etc.).

New Report

Triggers when a sales invoice is overdue by a specified number of days.

Overdue Sales Invoice

New Payment

Triggers when a new project is created.  May not trigger if there are more than 500 projects.

Triggers when a new purchase order is created or enters a status for the first time.

New Purchase Order

New Quote

Triggers when you add a new draft expense claim receipt.

New Expense Claim Receipt

Triggers when a payment is reconciled for the first time.

New Reconciled Payment

Triggers when you add a new sales invoice. (Accounts Receivable).

New Sales Invoice

Triggers when a new Sales Invoice (Accounts Receivable) is created.

Triggers when a contact is created or updated.

New or Updated Contact

Updated Invoice

Triggers when a Sales Invoice is updated.

Updated Sales Invoice

Triggers when a quote is created or updated.

Updated Quote

Finds a contact by name or account number.

Find Contact

Find Purchase Order

Find Invoice

Returns a list of History Records for a given Invoice ID.

Get Invoice History

Find Item

Find or Create Contact

Find or Create Item

Adds line items to an existing sales invoice.

Add Items to Existing Sales Invoice

Add a note which will appear in the invoice history.

Add Note to Invoice

Creates or updates one or more stock items.

Add or Update Stock Items

Allocate Credit Note to Invoice

Creates a new Spend/Receive Money bank transaction.

Create Bank Transaction

Transfers money between two bank accounts.

Create Bank Transfer

Creates a new contact or updates a contact if a contact already exists.

Create/Update Contact

Create New Quote Draft

Create Credit Note

Send Sales Invoice by Email

Create Inventory Item

Create Bill

Creates a new sales invoice (Accounts Receivable).

Create Sales Invoice

Create Payment

Creates a new purchase order for a contact.

Create Purchase Order

Creates a template that generates regular invoices.

Create Repeating Sales Invoice

Update Purchase Order

Updates existing sales invoice (Accounts Receivable).

Update Sales Invoice

Uploads an attachment to a selected Xero resource. Resources can have a maximum of 10 attachments.

Upload Attachment

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Create Xero invoices when Qwilr projects are accepted

If you aren't used to checking certain Trello boards or lists, then getting notifications can really help.

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

New Board

New Card

Triggers when a Card is archived in Trello.

New Card Archived

Triggers when a Comment is added to a Card in Trello.

New Comment in Card

Triggers when there is activity in Trello.

New Activity

Triggers when a Card is moved to a List in Trello, [inside the same Board](https://zapier.com/apps/trello/help#common-problems-trello#not-triggering-on-card-moved-to-list-when-a-card-is-moved-from-another-board).

Card Moved to List

Triggers at a specified time before a card is due.

Card Due

Triggers when a Card is updated in Trello.

Card Updated

Triggers when a new checklist is created in Trello.

New Checklist

Triggers when a new label is created in Trello.

New Label

Triggers when a label is added in a Trello card.

New Label Added to Card

Triggers when a new list on a board is added.

New List

Triggers when a new member joins a board.

New Member on Board

Triggers when you get a new notification in Trello.

New Notification

Finds a label on a particular board by name.

Find Label on Board

Finds a list on a particular board by name.

Find List on a Board

Finds a checklist on a particular board or card by name.

Find Checklist

Finds a checklist item on a particular checklist by name.

Find Checklist Item

Finds a board in your Trello organization by name.

Find Board

Finds a card in your Trello organization by name, given a specified board and list. Does not search archived cards.

Find Card

Finds a member in your Trello organization by name.

Find Member

Find or Create Label

Find or Create List on a Board

Find or Create Checklist

Finds or creates a specific organization board.

Find or Create Board

Finds or creates a specific organization card.

Find or Create Card

Create Checklist Item in Card

Add Member to Board

Create Board

Adds a new card on a specific board and list.

Create Card

Archive Card

Adds one or more attachments to a specific card.

Add Attachment to Card

Adds an existing label to a specific card.

Add Label to Card

Moves a specific card to a list on a specific board.

Move Card to List

Adds one or more members to a specific card.

Add Members to Card

Update a card's name, description, due date, or position in list.

Update Card

Adds a new (or existing) checklist to a card.

Add Checklist to Card

Closes a board without permanently deleting it.

Close Board

Create Comment

Completes an existing checklist item in a card.

Complete Checklist Item in Card

Copy Board

Delete Checklist in Card

Create Label

Create List

Remove Label From Card

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.)

Have direct access to your own email servers? Check out our IMAP and SMTP services!

Email by Zapier

Triggers when an email is forwarded to your own custom **zapiermail.com** address.

New Inbound Email

Triggers when an email that you've enabled read receipts on via our `Send Outbound Email` trigger is opened.

New Read Receipt

Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom **zapiermail.com** address.

How to Generate More Good Ideas

Methods to Try, Questions to Ask and Apps to Use

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