MeisterTask + Xero Integration

Connect MeisterTask to Xero in 1 click

Integrate MeisterTask + Xero For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular MeisterTask + Xero Workflows

Create MeisterTask task for new Xero contact

Xero and MeisterTask 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 MeisterTask? 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 Xero task for new MeisterTask checklist

Are you looking for a way to keep track of your sales process and create task for yourself in Xero? If so, you'll be glad to know that you can use MeisterTask to create checklist of the steps in your sales process, and then create task in Xero for each step.

This automation will help you stay organized and make sure that no steps are forgotten.

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Create Your Own MeisterTask & Xero Integration Without Any Code

Create Custom Workflow

Task is created in MeisterTask
Attachment is created in MeisterTask
Project is created in MeisterTask
Comment is added in MeisterTask
Checklist item is created in MeisterTask
Tag is applied to task in MeisterTask
Tag is created in MeisterTask
Section is created in MeisterTask
Person is created in MeisterTask
Contact is created/updated in Xero
Contact (supplier) in Xero
Sales Invoice is created/updated in Xero
Expense claim receipt is created/updated in Xero
Payment is created/updated in Xero
Quote is created/updated in Xero
Account is created/updated in Xero
Item is created/updated in Xero
Purchase Order is created/updated in Xero
Bill is created/updated in Xero
Bank Transfer is created in Xero
Journal is created in Xero
Bank Transaction is created/updated in Xero
User is created/updated in Xero

Create task in MeisterTask
Update Task in MeisterTask
Search task in MeisterTask
Search attachment in MeisterTask
Search Tag in MeisterTask
Applied tag to task in MeisterTask
Create tag in MeisterTask
Search person in MeisterTask
Search section in MeisterTask
Search project in MeisterTask
Add attachment to purchase order in Xero
Create item code in Xero
Add attachment to contact in Xero
Update invoice items in Xero
Create task in Xero
Add attachment to invoice in Xero
Get online invoice URL in Xero
Create project in Xero
Create sales invoice in Xero
Create sales invoice for existing contact in Xero
Search sales invoice in Xero
Get sales invoice by id in Xero
Create contact in Xero
Search contact by email address in Xero
Search contact by name in Xero
Update contact in Xero
Search contact by account number in Xero
Create payment in Xero
Create quote in Xero
Create bill in Xero
Create purchase order in Xero
Add items to existing sales invoice in Xero
Send sales invoice by email in Xero
Search item in Xero
Create bank transfer in Xero
Create credit note in Xero
Create bank transaction in Xero
Search account in Xero

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You Can Also Connect MeisterTask or Xero With 1200+ Other Apps

MeisterTask is a task management app that uses AI technology to make you more productive. With the best project tracking tool on the market, now you can get back to focusing on what's important - your work!

See MeisterTask 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.

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