When a card is moved to a specified list in Trello, request approval and create a contact in Xero

■Overview

Do you manage tasks in Trello and accounting in Xero separately, and find it time-consuming to transfer information manually? Manually entering Xero contact information based on task progress not only takes time but can also lead to data entry errors. This workflow automates the integration between Trello and Xero. When a card is moved to a specific list in Trello, a contact is automatically created in Xero after an approval request, helping you eliminate these challenges.

■Who This Template Is For

• Those who manually register information in Xero based on task progress in Trello
• Those who want to automate the connection between project management and accounting processes to improve efficiency
• Those who want to prevent data entry errors and missed information transfers between Trello and Xero

■Benefits of This Template

• Automatically create information in Xero when a card is moved in Trello, reducing the time spent on manual work and helping you focus on more important tasks
• Eliminate manual data transfers to help prevent human errors such as incorrect contact registrations and missed information transfers

■Flowbot Steps

1. First, connect Trello and Xero with Yoom
2. Next, select Trello as the trigger and set the action to “When a card is moved to a specified list”
3. Next, set Trello’s “Get card information” action as an operation to retrieve the details of the moved card
4. Use AI features such as “Extract text” to extract the information required to register the contact in Xero from the card information
5. Set the “Request approval” action to request approval from the person in charge
6. Finally, set Xero’s “Create or Update Contacts” action to create contact information based on the retrieved and extracted data

■Customization Options

• With the “Request approval” operation, you can freely configure the approval request details and approvers
• When creating Contacts in Xero, you can customize the registration details flexibly by embedding information retrieved from Trello as variables or entering fixed values in specific fields

※“Trigger”: An action that starts the flow, “Operation”: An action that processes data within the flow after the trigger starts

■Notes

• Connect both Trello and Xero with Yoom.