Connect Trello and QuickBooks
Integrate Trello with QuickBooks to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Trello + QuickBooks flows
Start from a real workflow other teams are already running.
Choose a trigger
Trello
When this happens...
New/Updated Board
Card Archived
New Comment Added To Card
New Card Created
Add Attachment to Card
Add Checklist to Card
Add a Member to a Card
New Comment on Card
Card Is Copied
Card Deleted
Card Updated
Move Card from Board
Move Card to Board
Move List from Board
Move List to Board
Remove Checklist from Card
Remove Member from Card
Add Label to Card
New Label
Label Deleted
Label Updated
Remove Label from Card
Comment Deleted
Comment Updated
New List
List Updated
Add Member to Board
Add Member to Organization
Checklist Updated
New Checklist Item Added
Checklist Updated
Checklist Item Is Deleted
Move all Cards in List
Choose an action
QuickBooks
Automatically do this!
Create Payment
Create Department
Create Invoice
Create Customer
Create Account
Get BalanceSheet Report
Get Customer Balance
Get Customer Income
Find Customer by ID
Find Invoices by ID
Find Invoices
Create Board in Trello when New Invoice in QuickBooks
Use this flowCreate Trello Card in Trello when New Invoice in QuickBooks
Use this flowUpdate Card on Trello when New Invoice in QuickBooks
Use this flowAdd Comment to Card on Trello card when New Invoice in QuickBooks
Use this flowCreate List in Trello when New Invoice in QuickBooks
Use this flowMove Card to List in Trello when New Invoice in QuickBooks
Use this flowAdd Checklist to Card on Trello when New Invoice in QuickBooks
Use this flowAdd Attachments to a Card in Trello when New Invoice in QuickBooks
Use this flowAdd Label To Card in Trello when New Invoice in QuickBooks
Use this flowAdd Member to Card in Trello when New Invoice in QuickBooks
Use this flowSupported Triggers & Actions
Everything you can automate between Trello and QuickBooks.
When this happensTriggers
A trigger is an event that starts a workflow.
New/Updated Board
Triggers when a new board is added or updated
Card Archived
Triggers when a card is archieved in trello
New Comment Added To Card
Runs when new comment added
New Card Created
Runs when new card is created
Add Attachment to Card
Triggers when a new attachment is added to card
Add Checklist to Card
Triggers when a new checklist is added to card
Do thisActions
Action is the task that follows automatically within your Trello integrations.
Create Board
Create a new board
Create Trello Card
Create a new Trello card
Update Card
update card in trello
Add Comment to Card
Add a comment to a Trello card
Create List
Add a new list to a specified Trello board.
Move Card to List
Moves a specific Card to a list on a specific board
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Trello and QuickBooks workflows.
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About Trello
Track progress of tasks in one convenient place with a visual layout that adds 'ta-da' to your to-do's
Learn moreSimilar apps
About QuickBooks
QuickBooks is a comprehensive accounting software designed to manage sales, expenses, and keep track of daily business transactions. It offers features like invoicing, payroll, and financial reporting to help businesses streamline their financial operations.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Trello and QuickBooks accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Trello and QuickBooks as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach QuickBooks. No coding required.
Yes. You can set up a workflow where Trello triggers actions in QuickBooks, and a separate workflow where QuickBooks triggers actions in Trello. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Trello and QuickBooks. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Trello and QuickBooks integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
