How can I filter which sales receipts to post on Trello?

DryMerge allows you to filter sales receipts by different criteria such as total amount, customer, or date. Specify your filter, and we'll handle the rest.

Can I post to a specific Trello list instead of a board?

Yes, you can customize the automation to post to a specific Trello list. Provide your preferred setup, and we'll configure it for you.

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

This automation is ideal for sales teams and financial officers who need to keep track of sales activities and ensure all team members are aware of the latest transactions.

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QuickBooks + Trello

Post QuickBooks Sales Receipts to Trello Board

Keep your sales team informed by posting new sales receipts to a specific Trello board whenever they are created in QuickBooks. This ensures everyone is updated on recent transactions and can act accordingly.

New Sales Receipt

Triggers when QuickBooks creates a sales receipt.

Create Trello Card

Adds a new card to a specified Trello board.

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

or pick a common variation below

Add QuickBooks Expenses to Trello Boards

QuickBooks + Trello

Update Trello Cards Based on QuickBooks Payment Status

QuickBooks + Trello

Sync Trello Due Dates with QuickBooks Invoice Reminders

QuickBooks + Trello

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Post QuickBooks sales receipts to Trello board"

Post QuickBooks sales receipts to Trello board

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.