Create Trello card for new Deskera contact
Deskera + Trello Integration
Deskera + Trello Integration
Integrate Deskera to Trello in one click, or tell Integrately AI how you want each invoice handled. Create cards, assign team members, update lists, and track project milestones automatically.
Free forever.Use premium features free for 14 days.1.
Bill is created in books in Deskera Instant- Quotation is created in Deskera
- Contact is updated in sales in Deskera Instant
- Contact is deleted in sales in Deskera Instant
- Deal is updated in sales in Deskera Instant
- Deal is deleted in sales in Deskera Instant
- Bill is updated in books in Deskera Instant
- Bill is deleted in books in Deskera Instant
- Invoice is created in books in Deskera Instant
- Invoice is updated in books in Deskera Instant
- Invoice is deleted in books in Deskera Instant
- Debit note is created in books in Deskera Instant
- Debit note is updated in books in Deskera Instant
- Debit note is deleted in books in Deskera Instant
- Credit note is created in books in Deskera Instant
- Credit note is updated in books in Deskera Instant
- Credit note is deleted in books in Deskera Instant
- Stock is increased for a product in book in Deskera Instant
- Stock is reduced for a product in book in Deskera Instant
- Contact is created in Deskera
- CRM Contact is created in Deskera
- Contact is created in CRM+ in Deskera Instant
- Product is created in Deskera
- Sales invoice is created in Deskera
- Deal is created in CRM+ in Deskera Instant
- Payment entry is created in Deskera
Card is created in Trello- Card is moved to list in Trello Instant
- Card is updated in Trello Instant
- Comment is added to a card in Trello
- Card is archived in Trello
- Label is added to card in Trello Instant
- Notification is created in Trello
- Checklist is created in Trello
- Activity is created in Trello Instant
- Member is added to card in Trello
- Board is added in Trello
- Label is created in Trello
- Attachments is added to card in Trello
- List is created in Trello
2.
- Create payment entry in Deskera
- Search invoice in Deskera
- Create contact in Deskera
- Create sales invoice in Deskera
- Create crm contact in Deskera
- Search contact in Deskera
- Search CRM contact in Deskera
- Create a new contact in CRM+ in Deskera
- Search product in Deskera
- Create product in Deskera
- Create account in Deskera
- Search account in Deskera
- Create quotation in Deskera
- Update contact in Deskera
- Find card in Trello
- Get checklist item by id in Trello
- Find checklist item in Trello
- Get list by ID in Trello
- Get member by ID in Trello
- Get organization by ID in Trello
- Get label by ID in Trello
- Get board by ID in Trello
- Create card in Trello
- Update card in Trello
- Move card to list in Trello
- Add member to card in Trello
- Archive card in Trello
- Get attachments of card in Trello
- Get card by ID in Trello
- Create board in Trello
- Search board in Trello
- Copy board in Trello
- Close board in Trello
- Create checklist Item in Trello
- Add attachment to card in Trello
- Complete checklist Item in card in Trello
- Search list on board in Trello
- Create custom field in Trello
- Assign member to board in Trello
- Search member in Trello
- Add checklist to card in Trello
- Find checklist in Trello
- Delete checklist in card in Trello
- Create list in Trello
- Create comment in Trello
- Add label to card in Trello
- Add existing label to card in Trello
- Remove label in Trello
- Add label to board in Trello
- Find label on board in Trello
Trusted by experts at...
Ready Workflows for Deskera + Trello Integration
Create project cards from new invoices, organise workflows, keep boards updated, notify team members, and track follow-ups, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Deskera + Trello flow
Sync financial records with accounting tools, notify teams in chat, and manage customer data across your stack. Pick a combination and activate it in one click.
+
QuickBooks Online (4)
QuickBooks Online (4) +
Slack (4)
Slack (4) +
Gmail (3)
Gmail (3) +
Google Drive (3)
Google Drive (3) +
Stripe (3)
Stripe (3) +
HubSpot (3)
HubSpot (3) D
Q
T
Create a QuickBooks Online invoice for every new Deskera invoice, and create a tracking card in Trello
New Deskera invoices generate matching QuickBooks Online invoices and Trello project cards instantly, keeping your accounting and project management aligned.
D
Q
T
Create a QuickBooks Online customer when a contact is created in Deskera, and add a card in Trello
Deskera contacts appear in QuickBooks Online as new customers while Trello creates a welcome card for the onboarding team.
D
Q
T
Record a QuickBooks Online payment entry for every Deskera payment, and update the Trello card
Deskera payment entries automatically log in QuickBooks Online and update the corresponding Trello project card.
D
Q
T
When a Deskera quotation is created, generate a QuickBooks Online estimate and create a Trello review card
Deskera quotations instantly trigger a QuickBooks Online estimate and a review card in Trello for sales tracking.
Supported triggers and actions for Deskera and Trello
Mix and match to build the exact automation you need
Deskera Triggers & Actions
Instant
Contact is updated in sales in Deskera
Triggers the automation when a contact is updated in sales
Try it → Instant
Contact is deleted in sales in Deskera
Triggers the automation when a contact is deleted in sales
Try it → Instant
Invoice is created in books in Deskera
Triggers the automation when a invoice is created.
Try it → Instant
Invoice is updated in books in Deskera
Triggers the automation when a invoice is updated.
Try it → Instant
Invoice is deleted in books in Deskera
Triggers the automation when a invoice is deleted.
Try it → Instant
Debit note is created in books in Deskera
Triggers the automation when a debit note is created.
Try it → Instant
Debit note is updated in books in Deskera
Triggers the automation when a debit note is updated.
Try it → Instant
Debit note is deleted in books in Deskera
Triggers the automation when a debit note is deleted.
Try it → Instant
Credit note is created in books in Deskera
Triggers the automation when a credit note is created.
Try it → Instant
Credit note is updated in books in Deskera
Triggers the automation when a credit note is updated.
Try it → Instant
Credit note is deleted in books in Deskera
Triggers the automation when a credit note is deleted.
Try it → Instant
Stock is increased for a product in book in Deskera
Triggers the automation when a stock is increased for a product.
Try it → Instant
Stock is reduced for a product in book in Deskera
Triggers the automation when a stock is reduced for a product.
Try it → Instant
Contact is created in CRM+ in Deskera
Triggers the automation when a new contact is created in CRM+
Try it → Instant
Deal is created in CRM+ in Deskera
Triggers the automation when a deal is created in CRM
Try it → Trello Triggers & Actions
Instant
Card is moved to list in Trello
Triggers the automation when a card is moved to a list
Try it → Comment is added to a card in Trello
Triggers the automation when a comment is added to any card
Try it → Instant
Activity is created in Trello
Triggers the automation when a new activity is created
Try it → Member is added to card in Trello
Triggers the automation when a member is assigned to a card
Try it → Attachments is added to card in Trello
Triggers the automation when a file or document is attached to a card
Try it → What can you automate with Deskera + Trello?
Connect your financial software and project boards to automate tasks, sync records, and keep teams aligned.
📋
Create project cards from new invoices
Automatically generate a new Trello card every time an invoice is created in Deskera books. Your project team gets immediate visibility into new billing work.
🗃️
Capture every submitted invoice field
Map customer names, billing amounts, and due dates directly into Trello card descriptions. Your board becomes a complete operational overview.
🔔
Notify the right team member instantly
Trigger instant board updates and comments when deals or quotations update in Deskera. Keep your entire staff informed without manual messaging.
🔀
Route tasks based on deal tiers
Send enterprise quotations to priority Trello lists while routine billing items go to standard boards. Handle different workflows automatically.
🔄
Keep boards updated as records change
Update Trello cards automatically whenever Deskera invoices or customer contacts are modified. Prevent outdated task information.
✨
Prevent duplicate task creation
Search existing Trello cards before creating new ones from Deskera records. Maintain clean, organised project boards.
💰
Handle payment and status changes
Move Trello cards to completed lists when payments or bills are registered in Deskera. Reflect financial progress on your boards.
🔌
Extend flows to your favorite messaging app
Connect Deskera and Trello with Slack to notify channels when new financial documents or project updates occur.
And much more...
Who is Deskera + Trello integration for?
Connecting Deskera and Trello helps finance teams, project managers, and business owners eliminate manual data entry and keep project workflows perfectly aligned with financial records.
Finance Directors
Project Managers
Client Success Leads
Operations Managers
Sales Representatives
Accountants
📈
Finance Directors
You review financial figures and project budgets from Deskera, but your tracking boards only update when someone manually types in new invoice numbers, so the totals you report on are always a few hours behind — with this integration, every new invoice lands on your Trello board instantly and your data stays current.
⚡
Project Managers
You need to kick off client projects the moment a deal closes in Deskera, but your team finds out too late because status updates require manual emails — automating both apps means every won deal immediately creates a Trello card so work starts without delay.
🤝
Client Success Leads
You answer to clients who want to see their onboarding tasks moving forward on Trello boards while your billing records live in Deskera, creating constant communication gaps — connecting these apps means project tasks and account records stay in sync automatically.
🔄
Operations Managers
The volume of daily invoices and quotations in Deskera is too high for anyone to keep Trello boards updated by hand, leading to missed fulfillment steps — this integration means every document generates a tracking card instantly.
💼
Sales Representatives
You close deals in Deskera CRM and depend on project managers to pick up the onboarding in Trello, but manual handoffs cause delays — automating both apps means your sales records instantly trigger the right project tasks.
🗂️
Accountants
You need a reliable history of bills and payments in Deskera while tracking internal reviews on Trello, but keep finding gaps where cards were missed — with this integration, financial events and board updates match up every time.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Deskera + Trello
Build and manage your Deskera + Trello automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Deskera + Trello with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Deskera + Trello Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect Deskera + Trello Now
In Just 1 Click!
Related Posts
How to integrate Trello with your apps: Top 15 integrations revealed
Streamline workflows and boost productivity with top 15 Trello integrations. Enhance business operations and improve task management seamlessly.
How to Use Trello in 2025 – A Complete Step by Step Guide
Learn how to use Trello effectively for managing your projects and tasks. Our guide covers everything from setting up boards to advanced tips for maximizing productivity.
Frequently Asked Questions
How do I connect Deskera to Trello?
You can connect Deskera to Trello in 1 click using ready templates on Integrately, or use Integrately AI to set up custom workflows with QuickBooks Online, Slack, and Gmail.
Can I automatically create Trello cards from new Deskera invoices?
Can I connect Deskera, Trello, and Slack?
What is a good Zapier alternative for Deskera and Trello?
How does Deskera invoice data transfer to Trello cards?
Can Trello card updates trigger Deskera payment entries?
Do I need coding skills to automate Deskera and Trello?
Is the Deskera and Trello integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
You Can Also Connect Deskera or Trello With 1500+ Other Apps
Popular Deskera Integrations
Connect Deskera with accounting, ERP, and payment tools to streamline financial operations and record-keeping.
See All
Deskera Integrations
Deskera Integrations
No popular apps found
Popular Trello Integrations
Sync Trello with communication, document, and task management tools to keep projects moving forward.
See All
Trello Integrations
Trello Integrations
No popular apps found
