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Question

Trello Customer information from Quickbooks

  • July 22, 2025
  • 3 replies
  • 10 views
J

Looking to setup Trello cards for customer jobs and want to have access to QB customer information.

Was thinking I could setup a trigger from a QB Online customer estimate acceptance trigger to then push a create a card in Trello with the customer information that I would map.

 

Would this be possible? Give me a walk through for creating this flow, thanks!

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • 34001 replies
  • July 22, 2025

Hi ​@JSleys 

Zap apps can be searched here: https://zapier.com/apps

Each Zap app has a profile page that shows the available triggers/actions and help links.

 

Trello

https://zapier.com/apps/trello/integrations#triggers-and-actions

https://zapier.com/apps/trello/integrations#help

 

QBO

https://zapier.com/apps/quickbooks/integrations#triggers-and-actions

https://zapier.com/apps/quickbooks/integrations#help

 

Try configuring your Zap and testing the Zap steps.

⚡ Troy Tessalone - AutomationAce.com | Platinum Authorized Zapier Solution Partner | #1 Zapier Community Contributor
J
  • JSleysBeginner
  • Author
  • Beginner
  • 1 reply
  • July 23, 2025

Thank you for these links, I had parsed through them pretty thoroughly and didn’t see exactly what I am asking for.

 

I think to get what i need, I have to do a couple zaps to get the outcome. As QBO is limited with triggers from what I am reading. 

Is that your experience as well? QBO is limited?

JammerS
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  • JammerSZapier Staff
  • Zapier Staff
  • 3527 replies
  • July 28, 2025

Hi ​@JSleys,

 

Welcome to the Community.

You're spot on. Many users have found that QuickBooks Online (QBO) has some limitations in its Zapier integration, especially around available triggers and real-time updates. Setting up multiple Zaps or using searches and filters to fill in the gaps is pretty common. If you share more about your specific workflow, we'd be happy to help think of a workaround that gets you closer to what you need.

Let us know if you need further assistance. Feel free to ask us.

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