If a new deal is created, then create a customer
Other popular QuickBooks Online workflows and automations
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If a new invoice is created, then Post a message to a Slack channel
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Create a new customer from an FB lead
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When a Google Form is filled out, add user information to Quickbooks as a customer
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Create a new customer for each new deal
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When I receive a payment in Quickbooks, post to a Slack Channel
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Create a new Todoist taks for new customers
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Send a notification when there is a new customer
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Add new Quickbook customers to Google Spreadsheet
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Create your own QuickBooks Online and Trello workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
11 triggers, queries, and actions
Card added to board
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time a card is added to a specific board.
Card added to list
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time a card is added to a specified list.
Card assigned to me
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time a card is assigned to you.
New customer
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when there is a new customer.
New invoice
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new invoice is created.
New payment
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new payment is created.
Find customer
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns Quickbooks Online customers.
Create a card
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will create a card on the specified list in specified board.
Create customer
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a customer.
Create invoice
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a Quickbooks Online invoice.
Create sales receipt
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a sales receipt.
Card added to board
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time a card is added to a specific board.
Card added to list
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time a card is added to a specified list.
Card assigned to me
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time a card is assigned to you.
Create a card
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will create a card on the specified list in specified board.
Create customer
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a customer.
Create invoice
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a Quickbooks Online invoice.
Create sales receipt
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a sales receipt.
Find customer
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns Quickbooks Online customers.
New customer
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when there is a new customer.
New invoice
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new invoice is created.
New payment
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new payment is created.
Build an automation in seconds!
If
Select a trigger the automation will use
Then
Select an action the automation will perform
You can add delays, queries, and more actions in the next step!
GET STARTED
How to connect to a QuickBooks Online automation
Find an automation using QuickBooks Online
Find an automation to connect to, or create your own!Connect IFTTT to your QuickBooks Online account
Securely connect the Applet services to your respective accounts.Finalize and customize your Applet
Review trigger and action settings, and click connect. Simple as that!Upgrade your automations with
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About QuickBooks Online
Take control of your business by saving time on bookkeeping and paperwork with QuickBooks Online.
QuickBooks Online is designed to help you manage your business finances with ease. Grow your business effortlessly with our all-in-one online business software.
Take control of your business by saving time on bookkeeping and paperwork with QuickBooks Online.
QuickBooks Online is designed to help you manage your business finances with ease. Grow your business effortlessly with our all-in-one online business software.
About Trello
Trusted by millions, Trello is the visual collaboration tool that gives teams a shared perspective on any project. Applets can help you automatically create new cards, sync your cards across different services and tools, log completed tasks, and much more.
Trusted by millions, Trello is the visual collaboration tool that gives teams a shared perspective on any project. Applets can help you automatically create new cards, sync your cards across different services and tools, log completed tasks, and much more.