Zoho Books + Trello Integrations
Put Zoho Books + Trello to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Zoho Books and Trello
See the kind of workflows teams build with Zoho Books and Trello below — describe the exact one you want above and the Agent builds it on demand.
Zoho Books + Trello
When a new item is created in Zoho Books, add a card to a product management board in Trello.
Generate invoices when project milestones finish
When a task is completed in Trello, automatically create an invoice in Zoho Books so billing occurs immediately without delay.
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Move project tasks when invoices become overdue
When an invoice is marked overdue in Zoho Books, automatically move the associated project task in Trello to an on-hold stage.
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Add task notes when client payments are received
When a payment is received in Zoho Books, automatically add a comment to the client task in Trello confirming payment receipt.
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Browse the full workflow library →
Looking to achieve something else with Zoho Books and Trello?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Zoho Books and Trello
Everything Zoho Books and Trello can do inside a workflow — the triggers that start one and the actions that run when it fires.
Zoho Books Explore Zoho Books →
Zoho Books is a cloud accounting software that helps small businesses track finances, manage invoices, create quotes, and automate payment workflows.
TriggersTriggers when a new customer is created.
Triggers when a new estimate is created.
Triggers when an expense is created.
Triggers when a new sales invoice is created.
Triggers when a new item is created.
Creates a new customer.
Creates a new estimate.
Creates a new sales invoice.
Creates a new item.
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Trello Explore Trello →
Trello is a visual project management tool that uses boards, lists, and cards to organize tasks and workflows.
TriggersTriggers when a new board is added.
Triggers when a new card is added.
Triggers when a Card is archived in Trello.
Triggers when a Comment is added to a Card in Trello.
Triggers when there is activity in Trello.
Triggers when a Card is moved to a List in Trello, inside the same Board .
Creates a new checklist item in a card.
Adds a member to a board.
Creates a new board.
Archives a card.
Adds one or more attachments to a specific card.
Adds an existing label to a specific card.
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Anchor
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ArcSite is a mobile CAD drawing and estimating application that enables contractors to generate precise floor plans, cost estimates, and client proposals.
Other Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
ActiveCollab
A project management and collaboration software that helps teams organize work tasks, track time, and invoice client work.
Acute
Acute is a product feedback management software that allows SaaS teams to collect feature requests, prioritize roadmaps, and engage users.
adam.ai
A meeting intelligence platform that helps teams organize meeting agendas, record key decisions, and manage actionable project tasks.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
Aha!
A product roadmap and strategic planning software that helps product teams outline strategy, capture ideas, and manage feature releases.
airfocus
airfocus is product strategy and project management software that helps teams prioritize tasks and build visual product roadmaps.
Aisle Planner
Aisle Planner is an event management and design suite built specifically for wedding coordinators and event planning professionals.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Zoho Books + Trello
Is there a pre-built Zoho Books + Trello automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Zoho Books and Trello's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Zoho Books or Trello connector?
No. The Agent works whether or not Zoho Books or Trello already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Trello with Zoho Books help our finance team?
It reduces manual data entry by initiating invoices and expense updates automatically as project milestones are completed.
Can payment updates in Zoho Books alter project tasks in Trello?
Yes, when a payment is received or an invoice becomes overdue in Zoho Books, you can automatically move or update tasks in Trello.