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Looking to automate invoices

I'm running a shout-out network and need to organize the following:

  • when we bring on an account
  • when an invoice is paid by us to that account
  • how many shout-out posts we have with that account, and 
  • how many shout-out posts we have remaining.

Right now, I'm trying to keep track of all of that info manually, but it would be great it Trello had an automation / power up for this.


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Apr 06, 2022 • edited

@Alex Willkie 

A lot will depend on whether the events mentioned would have triggers such that then can fire off a webhook in Zapier and you can then decide write or update Trello.

I have a UK client that takes when a payment is made on a payment request from PayPal, creates a new job card in Trello with the shipping address and a link to the a public invoice link provided by PayPal.

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