Sync QuickBooks invoices, expenses, and transactions directly into Trello boards. Stop manually copying financial data into project cards or chasing down payment status across systems. Keep your project boards and accounting ledger in sync automatically.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Trigger task cards in Trello when invoices pass their due date in QuickBooks. Include client name, amount, invoice number, and days overdue. Keep collections workflows visible on your team board without manual tracking.
Automatically create invoices in QuickBooks when service or project cards reach your billing stage in Trello. Pull custom field data like hours, rates, and client details directly from the card. Eliminate the gap between project completion and invoicing.
Update Trello card labels and due dates when payments are received or marked paid in QuickBooks. Keep project stakeholders informed of payment status without accessing your accounting system. Maintain one source of truth for client account standing.
Convert approved expense request cards in Trello into bills or expense entries in QuickBooks. Include vendor details, amounts, categories, and supporting documentation. Close the loop between team expense requests and formal accounting records.
Automatically populate Trello cards with P&L summaries, cash flow snapshots, or expense breakdowns from QuickBooks on a schedule. Give non-finance team members visibility into key metrics without sharing full accounting access. Turn financial data into actionable board items.
Sync time entries from Trello card activity or power-ups directly to QuickBooks for payroll and client billing. Match tracked time to the correct customers, projects, and service items. Eliminate duplicate time entry across systems.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize QuickBooks and Trello with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird understands QuickBooks accounting structures and Trello's card-based workflows — mapping invoices, transactions, and financial entities to boards, cards, and custom fields intelligently.
Redbird parses QuickBooks chart of accounts, customer records, invoice line items, and transaction types — then maps them to Trello boards, lists, card custom fields, and labels. The platform recognizes payment terms, aging buckets, and account categories, translating financial states into visual project statuses. When syncing the other direction, Redbird interprets Trello card metadata, checklists, and timestamps to populate QuickBooks transactions, time entries, and billing records with proper categorization.
faster than manually updating project boards when invoices are paid or creating accounting entries from completed task cards
Redbird can pull from QuickBooks and Trello simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either QuickBooks or Trello.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from QuickBooks into Trello, or from Trello back into QuickBooks. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from invoice changes in QuickBooks or card movements in Trello — Redbird handles the data flow in either direction.
Fires when a new invoice is generated in QuickBooks for any customer or project.
Triggers when an invoice payment is recorded or a deposit is applied to an account.
Activates when an invoice passes its due date without full payment received.
Generate a new customer invoice with line items, terms, and due dates in QuickBooks.
Log an expense or bill against a vendor with category, amount, and payment method.
Modify customer details, payment terms, or account status in QuickBooks.
Fires when a card is moved to a specific list on any Trello board.
Triggers when a specific label is applied to a card, like 'Approved' or 'Ready to Bill'.
Activates when a card's due date is within a specified number of days.
Add a new card to a specific Trello board and list with title, description, and metadata.
Modify custom field values on existing cards like amount, status, or client name.
Post an automated comment to a card with details from QuickBooks transactions or reports.
Sync QuickBooks with Trello and stop bridging your accounting and project management systems manually. Build workflows that connect financial data to team visibility in minutes.