Trello + NetSuite Integration

Trello's kanban boards make project management visual and accessible. Teams drag cards across columns, and everyone instantly sees where work stands. But Trello has no concept of budgets, billing, or financial reporting -- that is what NetSuite does. The Trello-NetSuite integration connects the simplicity of Trello's visual workflow to the depth of NetSuite's financial management so project progress and project costs stay in sync.

How Trello + NetSuite Works

Trello works because it is simple. Boards represent projects, lists represent stages, and cards represent tasks or deliverables. Teams adopt it quickly because there is virtually no learning curve. Power-Ups extend functionality with time tracking, calendar views, and custom fields. But Trello was never designed to handle the financial side of project management.

When teams manage client work in Trello and finances in NetSuite, the two worlds operate independently. Project managers move cards across boards without knowing the budget impact. Finance teams process invoices without seeing delivery progress. The reconciliation happens manually -- usually in a spreadsheet, usually late, and usually with discrepancies.

At BrokenRubik, we build integrations that map Trello's board structure to NetSuite's project records. Boards become NetSuite projects. Cards become project tasks or billable items. Time tracked against cards (via Power-Ups like Clockify, Toggl, or Trello's native time tracking) flows into NetSuite for billing and costing. Moving a card to a "Complete" list can trigger a billing milestone in NetSuite.

The integration connects through Trello's REST API and webhooks alongside NetSuite's web services. Card movements, comments, and custom field changes trigger webhook events that sync to NetSuite in near-real-time. Financial data from NetSuite refreshes in Trello custom fields on a scheduled basis.

Key Features

• Board-to-project mapping. Trello boards map to NetSuite project records. Board names, descriptions, and statuses stay aligned. New boards can automatically create NetSuite projects based on configurable rules.
• Card-to-task sync. Trello cards map to NetSuite project tasks. Card movements between lists update task status in NetSuite, keeping progress tracking consistent.
• Time tracking integration. Hours logged against Trello cards via Power-Ups flow into NetSuite as time entries for billing, costing, and utilization analysis.
• List-based billing triggers. Moving a card to a specific list (such as "Delivered" or "Approved") can trigger billing actions in NetSuite -- generating invoices, updating milestones, or consolidating billable time.
• Budget data on boards. NetSuite project budgets and actual costs surface on Trello boards through custom fields, giving project managers financial awareness within their visual workflow.

Common Use Cases

Small agencies and studios. Design studios, copywriting agencies, and small marketing firms that love Trello's simplicity for managing client deliverables but need NetSuite to handle invoicing, payments, and financial reporting. Card completion drives the billing cycle.

Teams using Trello for intake workflows. Organizations that use Trello boards as intake queues for requests -- IT tickets, marketing requests, or client service requests -- that have billing implications. Cards moving through the workflow trigger corresponding financial actions in NetSuite.

Freelancer and contractor management. Companies that manage contractor work via Trello boards and process contractor payments through NetSuite. Time tracked against cards drives vendor bill creation in NetSuite.

Simple project tracking with complex financials. Organizations where the project workflow is straightforward enough for Trello but the financial requirements (multi-currency, multi-subsidiary, complex billing terms) demand NetSuite. The integration lets each system handle what it does best.

Getting Started

Trello's simplicity is its superpower -- your team should not have to abandon it to get proper financial management. Connecting Trello to NetSuite gives project managers financial visibility without adding complexity to their boards. BrokenRubik builds Trello-NetSuite integrations that match your board structure and billing workflow. Most implementations take 3 to 6 weeks.

Frequently Asked Questions

What data syncs between Trello and NetSuite?expand_more

Does the integration require specific Trello Power-Ups?expand_more

Can card movements trigger invoices in NetSuite?expand_more

How long does a Trello NetSuite integration take?expand_more

Is Trello robust enough for teams that need NetSuite-level project financials?expand_more