Connect QuickBooks and Trello
Integrate QuickBooks with Trello to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular QuickBooks + Trello flows
Start from a real workflow other teams are already running.
Choose a trigger
QuickBooks
When this happens...
New Invoice
New Customer
New Bill
Choose an action
Trello
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 Board Lists
Find Card
List Cards in a List
Find Comments Using Card ID
Get Activities Of Card
Add Comment to Card
Remove Member From Card
Get Cards From a List
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 QuickBooks and Trello.
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is added.
New Bill
Triggers when a new bill 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 QuickBooks integrations.
Create Payment
Records a new payment transaction.
Create Department
Creates a new department
Create Invoice
Creates a new invoice.
Create Customer
Create a customer record with contact, billing, shipping, tax, payment, and notes information.
Create Account
Creates a new account.
Get BalanceSheet Report
Get a balanceSheet report.
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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AI will build it for you
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.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate QuickBooks and Trello workflows.
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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
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your QuickBooks and Trello 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 QuickBooks and Trello 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 Trello. No coding required.
Yes. You can set up a workflow where QuickBooks triggers actions in Trello, and a separate workflow where Trello triggers actions in QuickBooks. 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 QuickBooks and Trello. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire QuickBooks and Trello integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
