Connect Pennylane and Trello to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Invoice Created
New Customer
New Product
Choose an Action
Automatically do this!
Create Board
Create Trello Card
Update Card
Add Comment to Card
Create List
Move Card to List
Add Checklist to Card
Add Attachments to a Card
Add Label To Card
Add Member to Card
Create Checkitem on Checklist
Create Label
Find Member
Find Label on Board
Find Or Create List
Find Checklist Item
Find Checklist
Find Board
Remove Label From Card
Delete Checklist in Card
Copy Board
Close Board
Archieve Card
Complete Checklist item in Card
List All Lists On Board
Find Card
List Cards in a List
Find Comments Using Card ID
Get Activities Of Card
Add Comment to Card
Remove Member From Card
Ready to use Pennylane and Trello automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Invoice Created
Runs when new customer invoice is created
New Customer
Triggers when a new customer is created.
New Product
Triggers when a new product is created.
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
Do thisActions
Action is the task that follows automatically within your Pennylane integrations.
Create Customer
Creates a new individual customer.
Create a Product
Creates a new product in pennylane.
Update Customer
Update a customer.
Update Product
Update a product.
Create Estimate
Create a new estimate.
Create Company Customer
Creates a new company customer.
Know More About Pennylane and Trello Integrations
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Step by step guides to integrate Pennylane and Trello
Frequently Asked Questions
To start, connect both your Pennylane and Trello accounts to viaSocket. Once connected, you can set up a workflow where an event in Pennylane triggers actions in Trello (or vice versa).
Absolutely. You can customize how Pennylane data is recorded in Trello. This includes choosing which data fields go into which fields of Trello, setting up custom formats, and filtering out unwanted information.
The data sync between Pennylane and Trello typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Pennylane and Trello. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn MoreAbout Trello
Track progress of tasks in one convenient place with a visual layout that adds 'ta-da' to your to-do's
Learn More
