Can I filter which QuickBooks transactions generate Trello cards?

DryMerge allows you to filter transactions by criteria such as amount, date, or transaction type. Specify your filters, and we will set it up for you.

Can I create Trello cards only for transactions exceeding a certain amount?

Yes, you can configure the automation to create Trello cards only for transactions that exceed a specified amount. Provide the details, and DryMerge will adjust the setup accordingly.

Which people use this automation? What do they use it for?

This automation is popular with finance teams and project managers who need to monitor significant financial transactions and ensure they are tracked within their project management tools.

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QuickBooks + Trello

Generate Trello Cards for Specific QuickBooks Transactions

Enhance your workflow by creating Trello cards for specific QuickBooks transactions such as large payments or high-value invoices. This helps teams stay on top of crucial financial activities and ensures transparency.

New Large Payment

Triggers for payments above a specified amount in QuickBooks.

Create Trello Card

Creates a Trello card with payment details.

See more QuickBooks to Trello integrations or use AI to customize your automation.

or pick a common variation below

Create Trello Cards for New QuickBooks Invoices

QuickBooks + Trello

Create Trello Cards for Overdue QuickBooks Invoices

QuickBooks + Trello

Add Trello Members to Specific QuickBooks Accounts

QuickBooks + Trello

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Generate Trello cards for specific QuickBooks transactions"

Generate Trello cards for specific QuickBooks transactions

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with QuickBooks + Trello.

New Customer

Triggers when a new customer is created in QuickBooks

New Invoice

Triggers when a new invoice is created in QuickBooks

New Payment

Triggers when a new payment is recorded in QuickBooks

New Vendor

Triggers when a new vendor is created in QuickBooks

New Bill

Triggers when a new bill is created in QuickBooks

New Expense

Triggers when a new expense is recorded in QuickBooks

New Estimate

Triggers when a new estimate is created in QuickBooks

New Purchase Order

Triggers when a new purchase order is created in QuickBooks

New Sales Receipt

Triggers when a new sales receipt is created in QuickBooks

New Time Activity

Triggers when a new time activity is recorded in QuickBooks

Create Customer

Creates a new customer in QuickBooks

Create Invoice

Creates a new invoice in QuickBooks

App details

QuickBooks

QuickBooks is an accounting software package for managing sales and expenses and keeping track of daily transactions. Sync financial data and automate accounting tasks.

Trello

Trello is a visual collaboration tool that organizes projects into boards. Create, update, and manage cards, and trigger actions based on board events.