Draft a Stripe invoice when a Trello card is labelled
Add your billing label to a finished card and Stripe drafts the invoice for that customer, with the card name written onto the line item.
How this flow works
Syncline watches Trello for Label added to a card. When that happens it runs Create an invoice in Stripe with the fields you mapped.
- Connect Trello, pick the board, and name the label that means bill this.
- Connect Stripe in test mode with the restricted key from Stripe Connect.
- Map the customer email and set the amount from your price labels.
- Label one card, read the draft in Stripe, then repeat the connection in live mode.
Field mapping
| From Trello | To Stripe | Note |
|---|---|---|
| Card name | Customer email | Cards on a billing board carry the customer address in the title, and Stripe is matched on it before anything is drafted. |
| Labels | Amount | Price labels map onto figures set on the flow, so a card labelled Retainer always draws the same amount. |
| Board | Currency | One board per region sets the billing currency, which stops a euro job being invoiced in dollars. |
| List | Status | Only cards sitting on the list you name produce a draft, and everything else is skipped with a line in the history. |
Why teams run it
- Invoicing starts from the board where work actually finishes
- A label is a decision a person makes, so nothing bills by accident
- The draft carries the card name, so the customer recognises it
Who uses it
A freelancer who runs client work on a board and bills at the end of each project.
About the two apps
Trello
Trello is the task board people actually keep updated, because moving a card takes one second. Syncline creates those cards from other systems and reports back when they move.
Stripe
Stripe knows the moment money arrives, fails or goes back out. Syncline turns each of those events into something your team can see and act on within a couple of minutes.
Questions
What if the card name has no email in it?
Can removing the label cancel the invoice?
Related combinations
Connect Trello and Stripe
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