--- title: "Connect Trello and QuickBooks Online - APIANT.ai" description: "When \"New board\" fires in Trello, your agent runs \"Create customer\" in QuickBooks Online." canonical: "https://apiant.ai/connect/trello-to-quickbooks-online" --- # Connect Trello and QuickBooks Online When **New board** fires in [Trello](https://apiant.ai/connections/trello), your agent runs **Create customer** in [QuickBooks Online](https://apiant.ai/connections/quickbooks-online), or **New invoice** in QuickBooks Online to **Add Comment to Card** in Trello. Describe the whole flow and it is built, tested on every scenario and kept running. Trello **6** triggers Trello **112** actions QuickBooks Online **11** triggers QuickBooks Online **45** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Trello and QuickBooks Online to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Connecting QuickBooks Online to Trello puts billing work where the team already tracks it. New invoices, bills and payments in QuickBooks Online can turn into Trello cards, labels, comments and attached PDFs, and cards moving through a Trello list can create customers or invoices back in QuickBooks Online. Example flows ## What Trello and QuickBooks Online can do together ### From Trello to QuickBooks Online - When **New board** in Trello then **Create customer** in QuickBooks Online - When **New card in list** in Trello then **Create invoice** in QuickBooks Online ### From QuickBooks Online to Trello - When **New invoice** in QuickBooks Online then **Add Comment to Card** in Trello - When **New bill** in QuickBooks Online then **Add Label to Card** in Trello Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Trello and QuickBooks Online ## Triggers and actions 17 triggers · 157 actions - Trigger **Any card due soon** Triggers when any card assigned to you is due within 24 hours. - Trigger **New board** Triggers when a new board is created in your account. - Trigger **New card assigned to me** Triggers when a new card is assigned to you. - Trigger **New card in list** Triggers when a new card is added to the specified list. - Trigger **New comment on any card within board** Triggers when a new comment is added to any card within the specified board. - Trigger **New list on board** Triggers when a new list is added to the specified board. - Action **Add a Member to a Board** Add a Member to a Board - Action **Add Comment to Card** Add a new comment to a Card - Action **Add Label to Card** Add a Label to a Card - Action **Add member to card** Adds a member to the specified card. - Action **Archive all Cards in List** Archive all Cards in List - Action **Archive or unarchive a list** Archive or unarchive a list - Action **Batch Requests** Performs up to 10 Trello GET API requests in one call and returns each route's response body. - Action **Create a Label** Create a Label - Action **Create a new Organization** Create a new Organization - Action **Create Attachment On Card** Create Attachment On Card - Action **Create Board** Creates a new Trello board. - Action **Create Card** Create a new Card - Action **Create Checkitem on Checklist** Create Checkitem on Checklist - Action **Create Checklist on Card** Create Checklist on a Card - Action **Create comment** Creates a new comment on the specified card. - Action **Create Label on Board** Create a Label on a Board - Action **Create Label on Card** Create a new Label on a Card - Action **Create List** Create a new List - Action **Delete a Board** Delete a Board - Action **Delete a Checklist** Delete a Checklist - Action **Delete a Checklist on a Card** Delete a Checklist on a Card - Action **Delete a comment on a Card** Delete a comment on a Card - Action **Delete a Label** Delete a Label - Action **Delete an Action** Delete an Action - Action **Delete an Attachment on a Card** Delete an Attachment on a Card - Action **Delete an Organization** Delete an Organization - Action **Delete Card** Delete a Card - Action **Delete Checkitem from Checklist** Delete Checkitem from Checklist - Action **Delete checkItem on a Card** Delete checkItem on a Card - Action **Delete Logo for Organization** Delete Logo for Organization - Action **Find boards by name** Searches your boards by name. Returns matching board ids and names. - Action **Find cards in board by name** Searches cards within the specified board by name. Returns matching card ids and names. - Action **Find custom field by name** Finds a custom field on the specified board by name. Requires an upgraded Trello plan. - Action **Get a Checkitem on a Checklist** Get a Checkitem on a Checklist - Action **Get a Checklist** Get a Checklist - Action **Get Actions for a List** Get Actions for a List - Action **Get Actions for Organization** Get Actions for Organization - Action **Get Actions of a Board** Get Actions of a Board - Action **Get Actions on a Card** Get Actions on a Card - Action **Get a Label** Get a Label - Action **Get a List** Get a List - Action **Get a Member** Get a Member - Action **Get a Member's Actions** Get a Member's Actions - Action **Get a Membership of an Organization** Get a Membership of an Organization - Action **Get an Action** Get an Action - Action **Get an Attachment on a Card** Get an Attachment on a Card - Action **Get an Organization** Get an Organization - Action **Get Attachments on a Card** Get Attachments on a Card - Action **Get Board** Get a Board - Action **Get Boards in an Organization** Get Boards in an Organization - Action **Get Boards that Member belongs to** Get Boards that Member belongs to - Action **Get Boards the Member has been invited to** Get Boards the Member has been invited to - Action **Get Card** Get a Card - Action **Get Cards in a List** Get Cards in a List - Action **Get Cards on a Board** Get Cards on a Board - Action **Get Cards the Member is on** Get Cards the Member is on - Action **Get checkItem on a Card** Get checkItem on a Card - Action **Get checkItems on a Card** Get checkItems on a Card - Action **Get Checkitems on a Checklist** Get Checkitems on a Checklist - Action **Get Checklists on a Board** Get Checklists on a Board - Action **Get Checklists on a Card** Get Checklists on a Card - Action **Get Custom Field Items for a Card** Get Custom Field Items for a Card - Action **Get Custom Fields for Board** Get Custom Fields for Board - Action **Get filtered Cards on a Board** Get filtered Cards on a Board - Action **Get filtered Lists on a Board** Get filtered Lists on a Board - Action **Get Labels on a Board** Get Labels on a Board - Action **Get Lists on a Board** Get Lists on a Board - Action **Get Memberships of a Board** Get Memberships of a Board - Action **Get Memberships of an Organization** Get Memberships of an Organization - Action **Get Member's Organizations** Get Member's Organizations - Action **Get Members who have voted on a Card** Get Members who have voted on a Card - Action **Get Organizations a Member has been invited to** Get Organizations a Member has been invited to - Action **Get Organizations new billable guests** Get Organizations new billable guests - Action **Get Tags of an Organization** Get Tags of an Organization - Action **Get the Board a List is on** Get the Board a List is on - Action **Get the Board for an Action** Get the Board for an Action - Action **Get the Board the Card is on** Get the Board the Card is on - Action **Get the Board the Checklist is on** Get the Board the Checklist is on - Action **Get the Card a Checklist is on** Get the Card a Checklist is on - Action **Get the Card for an Action** Get the Card for an Action - Action **Get the List for an Action** Get the List for an Action - Action **Get the List of a Card** Get the List of a Card - Action **Get the Member Creator of an Action** Get the Member Creator of an Action - Action **Get the Member of an Action** Get the Member of an Action - Action **Get the Members of a Board** Get the Members of a Board - Action **Get the Members of a Card** Get the Members of a Card - Action **Get the Members of an Organization** Get the Members of an Organization - Action **Get the Organization of an Action** Get the Organization of an Action - Action **Invite Member to Board via email** Invite Member to Board via email - Action **Mark Board as viewed** Mark Board as viewed - Action **Move all Cards in List** Move all Cards in List - Action **Move List to Board** Move List to Board - Action **Remove a Label from a Card** Remove a Label from a Card - Action **Remove a Member from a Card** Remove a Member from a Card - Action **Remove a Member from an Organization** Remove a Member from an Organization - Action **Remove a Member's Vote on a Card** Remove a Member's Vote on a Card - Action **Remove Member from Board** Remove Member from Board - Action **Update a Board** Update a Board - Action **Update a checkItem on a Card** Update a checkItem on a Card - Action **Update a Checklist** Update a Checklist - Action **Update a Comment Action** Update a Comment Action - Action **Update a Label** Update a Label - Action **Update a List** Update a List - Action **Update a Member of an Organization** Update a Member of an Organization - Action **Update an Action** Update an Action - Action **Update an Organization** Update an Organization - Action **Update an Organization's Members** Update an Organization's Members - Action **Update Card** Updates the specified card (name, description, list, position, due date, closed state, members, labels). - Action **Update Checkitem on Checklist on Card** Update Checkitem on Checklist on Card - Action **Update Comment Action on a Card** Update Comment Action on a Card - Action **Update logo for an Organization** Update logo for an Organization - Action **Update Membership of Member on a Board** Update Membership of Member on a Board - Trigger **New bill** Polls for newly created bills (accounts payable), most recent first. - Trigger **New customer** Polls for newly created customers, most recent first. - Trigger **New estimate** Fires when a new estimate is created in QuickBooks Online. - Trigger **New invoice** Polls for newly created invoices, most recent first. - Trigger **New or updated customer** Fires when a QuickBooks customer is created or any of its details change. - Trigger **New or updated estimate** Fires when a QuickBooks estimate is created or edited. - Trigger **New or updated invoice** Fires when a QuickBooks invoice is created or edited — line items, amounts, due date, or status. - Trigger **New or updated item** Fires when a QuickBooks product or service item is created or edited. - Trigger **New or updated vendor** Fires when a QuickBooks vendor is created or any of its details change. - Trigger **New paid invoice** Polls for invoices that are fully paid (Balance = 0), most recently updated first. - Trigger **New payment** Polls for newly created customer payments, most recent first. - Action **Create account** Create an account in the QuickBooks chart of accounts — name, account type, and detail type. - Action **Create bill** Creates a new bill (accounts payable) for a vendor with a single account-based line item. - Action **Create credit memo** Creates a new credit memo for a customer with a single line item. - Action **Create customer** Creates a new customer in QuickBooks Online. - Action **Create estimate** Create a QuickBooks Online estimate (quote) for a customer. - Action **Create expense (purchase)** Creates a new expense (Purchase) paid from a bank/credit-card account with one account-based line. - Action **Create invoice** Creates a new invoice for a customer with a single line item. - Action **Create item (product/service)** Creates a new product or service item. - Action **Create journal entry** Create a QuickBooks journal entry with balanced debit and credit lines against the chart of accounts. - Action **Create payment** Records a customer payment, optionally applied against a specific invoice. - Action **Create refund receipt** Creates a new refund receipt for a customer with a single line item. - Action **Create sales receipt** Creates a new sales receipt for a customer with a single line item. - Action **Create vendor** Creates a new vendor in QuickBooks Online. - Action **Delete bill** Permanently delete a QuickBooks bill by Id. - Action **Delete credit memo** Permanently delete a QuickBooks credit memo by Id. - Action **Delete estimate** Permanently delete a QuickBooks estimate by Id. - Action **Delete invoice** Permanently delete a QuickBooks invoice by Id. Unlike voiding, this removes the transaction entirely. - Action **Delete sales receipt** Permanently delete a QuickBooks sales receipt by Id. - Action **Find account by name** Look up an account in the QuickBooks chart of accounts by its name. - Action **Find customer by name** Searches for a customer by display name and returns its Id and SyncToken. - Action **Find invoice by number** Look up a QuickBooks invoice by its document number (the invoice number customers see) rather than its internal Id. - Action **Find item by name** Look up a QuickBooks product or service item by its name. - Action **Find vendor by name** Look up a QuickBooks Online vendor by display name. - Action **Get bill balance** Returns the outstanding balance for a bill by its Id. - Action **Get customer by ID** Retrieves a single customer by its Id. - Action **Get estimate by ID** Retrieve a QuickBooks Online estimate by its ID. - Action **Get estimate PDF** Download the rendered PDF of a QuickBooks estimate by Id. - Action **Get invoice by ID** Retrieves a single invoice by its Id, including its balance. - Action **Get invoice PDF** Download the rendered PDF of a QuickBooks invoice by Id, for emailing or archiving. - Action **List accounts** List the accounts in the QuickBooks chart of accounts, with their type, detail type, and current balance. - Action **List attachments** List the files attached to a QuickBooks transaction or record, with their download links. - Action **List employees** List employees recorded in QuickBooks Online. - Action **List items** List products and services (items) defined in QuickBooks Online. - Action **Pay bill** Records a bill payment against a vendor bill, paid from the specified bank/credit-card account. - Action **Run query** Runs an arbitrary read-only QuickBooks Online query (QBO SQL-like syntax) and returns the raw QueryResponse. - Action **Send estimate** Email a QuickBooks Online estimate to the customer. - Action **Send invoice** Emails an invoice to the supplied email address (or the invoice's billing email if omitted). - Action **Update customer** Updates an existing customer (sparse update). Requires the customer Id and current SyncToken. - Action **Update estimate** Update an existing QuickBooks estimate by Id, changing only the fields supplied. - Action **Update invoice** Update an existing QuickBooks invoice by Id — a sparse update that changes only the fields supplied and leaves the rest of the invoice intact. - Action **Update item** Update an existing QuickBooks product or service item by Id — name, description, price, income account, or active flag. - Action **Update vendor** Update an existing QuickBooks vendor by Id — contact details, billing address, terms, or active flag. - Action **Upload attachment** Upload a file to QuickBooks and attach it to a transaction or record — a receipt on an expense, a contract on an invoice. - Action **Void invoice** Voids an existing invoice. Requires the invoice Id and current SyncToken. - Action **Void payment** Voids an existing customer payment. Requires the payment Id and current SyncToken. ## Each app on its own - [ **Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connections/trello) - [ **QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connections/quickbooks-online) Reviews ## What our customers say ## More from Trello - [ **Trello to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/trello-to-hubspot) - [ **Trello to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/trello-to-slack) - [ **Trello to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/trello-to-gmail) - [ **Trello to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/trello-to-google-calendar) - [ **Trello to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/trello-to-stripe) - [ **Trello to ActiveCampaign** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/trello-to-activecampaign) ## More into QuickBooks Online - [ **HubSpot to QuickBooks Online** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-quickbooks-online) - [ **Slack to QuickBooks Online** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-quickbooks-online) - [ **Google Sheets to QuickBooks Online** Google Sheets](https://apiant.ai/connect/google-sheets-to-quickbooks-online) - [ **Gmail to QuickBooks Online** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-quickbooks-online) - [ **Google Calendar to QuickBooks Online** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-quickbooks-online) - [ **Google Drive to QuickBooks Online** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-quickbooks-online) Questions ## Trello and QuickBooks Online, answered ### ### Can the actual invoice document reach the Trello card? Yes — the Get invoice PDF action in QuickBooks Online returns the rendered invoice, and Create Attachment On Card puts that file on a Trello card. You can also use Get estimate PDF the same way for quotes. ### ### How does the agent find the right Trello card for a QuickBooks customer? It uses Find cards in board by name to search a chosen board for a card matching the customer or invoice, then acts on the card it finds with Update Card, Add Label to Card or Add Comment to Card. If nothing matches, it can create a card instead. ### ### What can start an automation from Trello? Any of Trello's 6 triggers in the catalog, including New board, New card in list, New card assigned to me and New comment on any card within board. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in QuickBooks Online when something happens in Trello? Any of QuickBooks Online's 45 actions, including Create customer, Create invoice, Get invoice PDF and Create account. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from QuickBooks Online to Trello? Yes. When something happens in QuickBooks Online, your agent can act in Trello too. This page covers both directions: QuickBooks Online's triggers and Trello's actions are listed here as well. ### ### Do I have to build a connector for Trello or QuickBooks Online? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Trello and QuickBooks Online without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.