7todos + Xero Integration

Connect 7todos to Xero - Automate your workflows in 1-click

Make use of 7todos automations to improve team communication and gain real-time visibility into project progress. Set up Xero automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Get the best of both with Integrately’s 7todos + Xero integration.

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Ready Workflows For 7todos + Xero Integration

Just click on the workflow you want to automate

Create 7todos task for new Xero contact

Xero and 7todos are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Xero, do you also create a task in 7todos? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

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Create Your Own 7todos & Xero Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
Sales Invoice is created/updated in Xero
Triggers the automation when a sales invoice is created or updated
Expense claim receipt is created/updated in Xero
Triggers the automation when any expense claim receipt is created or updated
Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
Quote is created/updated in Xero
Triggers the automation when a quote is created or updated
Account is created/updated in Xero
Triggers the automation when an account is created or updated
Item is created/updated in Xero
Triggers the automation when an item is created or updated
Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
Bank Transfer is created in Xero
Triggers the automation when a bank transfer occurs
Journal is created in Xero
Triggers the automation when a new journal is added
Bank Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
User is created/updated in Xero
Triggers the automation when a user is created or updated

Create Task in 7todos
Creates a new task
Get online invoice URL in Xero
Update invoice items in Xero
Updates the items in an invoice
Create item code in Xero
Generates new unique item code
Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
Add attachment to contact in Xero
Attach files or documents to contact profiles
Create task in Xero
Creates a new task
Create project in Xero
Creates a new project
Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
Create sales invoice in Xero
Generates a new sales invoice with pre-filled details
Create sales invoice for existing contact in Xero
Generates a new sales invoice for an existing contact
Search sales invoice in Xero
Searches for a sales invoice
Get sales invoice by id in Xero
Retrieves a sales invoice using the unique invoice id
Create contact in Xero
Adds a new contact to the database
Search contact by email address in Xero
Finds and retrieves contact information using their email address
Search contact by name in Xero
Finds information about a contact using the name
Update contact in Xero
Updates contact information with new details
Search contact by account number in Xero
Retrieves contact information based on the provided account number
Create payment in Xero
Generates and process a payment transaction
Create quote in Xero
Generates a new quote with pre-filled information
Create bill in Xero
Generates a new bill for the customer
Create purchase order in Xero
Generates a purchase order for approved requests
Add items to existing sales invoice in Xero
Adds selected items to an existing sales invoice
Send sales invoice by email in Xero
Sends a sales invoice by email
Search item in Xero
Locates and retrieves particular item information
Create bank transfer in Xero
Initiates a bank transfer
Create credit note in Xero
Generates a credit note for returned items
Create bank transaction in Xero
Generates a bank transaction
Search account in Xero
Searches for account information

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate 7todos & Xero In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect 7todos or Xero With 1200+ Other Apps

7todos is a simple, powerful task board that keeps you on track. A useful tool for creative people who want to be more productive.

See 7todos Integrations

Xero lets you do your books from anywhere - on the go, at home or in a store. It's easy to track and manage your business finances with critical accounting features that automatically update so you always know where you stand.

See Xero Integrations