Monday.com + Xero Integration

Integrate Monday.com to Xero in one click, or tell Integrately AI how you want each task handled. Create sales invoices, track project expenses, update item statuses, and record payments automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
  • Xero
    Contact is created/updated in Xero
  • Xero
    Contact (supplier) in Xero
  • Xero
    Sales Invoice is created/updated in Xero
  • Xero
    Expense claim receipt is created/updated in Xero
  • Xero
    Payment is created/updated in Xero
  • Xero
    Quote is created/updated in Xero
  • Xero
    Account is created/updated in Xero
  • Xero
    Item is created/updated in Xero
  • Xero
    Purchase Order is created/updated in Xero
  • Xero
    Bill is created/updated in Xero
  • Xero
    Bank Transfer is created in Xero
  • Xero
    Bank Transaction is created/updated in Xero
  • Xero
    User is created/updated in Xero
Arrow Right
2.
  • Monday.com
    Update group in Monday.com
  • Monday.com
    Create item in Monday.com
  • Monday.com
    Get subitem by id in Monday.com
  • Monday.com
    Search multiple items in Monday.com
  • Monday.com
    Move item to board in Monday.com
  • Monday.com
    Move item to group in Monday.com
  • Monday.com
    Search item in Monday.com
  • Monday.com
    Update item in Monday.com
  • Monday.com
    Get item details by id in Monday.com
  • Monday.com
    Create subitem in Monday.com
  • Monday.com
    Archive item in Monday.com
  • Monday.com
    Delete item in Monday.com
  • Monday.com
    Create update in Monday.com
  • Monday.com
    Create column in Monday.com
  • Monday.com
    Upload file to specific item in Monday.com
  • Monday.com
    Create board in Monday.com
  • Monday.com
    Archive board in Monday.com
  • Monday.com
    Create group in Monday.com
  • Monday.com
    Duplicate group in Monday.com
  • Monday.com
    Delete group in Monday.com
  • Monday.com
    Archive group in Monday.com
  • Monday.com
    Add user to board in Monday.com
  • Monday.com
    Add user to workspace in Monday.com
  • Monday.com
    Create tag in Monday.com
  • Monday.com
    Create workspace in Monday.com
  • Monday.com
    Add team to workspace in Monday.com
  • Monday.com
    Add team to board in Monday.com
  • Monday.com
    Search subitem in Monday.com
  • Monday.com
    Update subitem in Monday.com
  • Xero
    Search item by name in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Create item code in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Create task in Xero
  • Xero
    Create project in Xero
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create sales invoice in Xero
  • Xero
    Create sales invoice for existing contact in Xero
  • Xero
    Search sales invoice in Xero
  • Xero
    Get sales invoice by id in Xero
  • Xero
    Create contact in Xero
  • Xero
    Search contact by email address in Xero
  • Xero
    Search contact by name in Xero
  • Xero
    Update contact in Xero
  • Xero
    Search contact by account number in Xero
  • Xero
    Create payment in Xero
  • Xero
    Create quote in Xero
  • Xero
    Create bill in Xero
  • Xero
    Create purchase order in Xero
  • Xero
    Add items to existing sales invoice in Xero
  • Xero
    Send sales invoice by email in Xero
  • Xero
    Search item in Xero
  • Xero
    Create bank transfer in Xero
  • Xero
    Create credit note in Xero
  • Xero
    Create bank transaction in Xero
  • Xero
    Search account in Xero

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Monday.com + Xero Integration

Create sales invoices, track project expenses, update item statuses, alert your team, and record payment receipts, all in just one click.

Most popular automationmost-popular-automations
Xero + Monday.com Integration

Create Monday.com item for new Xero contact

Xero and Monday.com 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 item in Monday.com? 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.
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Monday.com + Xero flow

Sync project data with your CRM, alert teams on messaging apps, and keep financial records updated across your entire business stack. Pick a combination and activate it in one click.

Monday.com
Xero
+
HubSpotHubSpot (5)
+
StripeStripe (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
+
ShopifyShopify (4)
H
M
X
Add every new HubSpot contact to your Monday.com board and create a matching Xero contact instantly
New HubSpot contacts appear in your Monday.com board and Xero account within seconds, so your team never has to re-type contact details manually.
M
X
H
When an item is created in Monday.com, create a sales invoice in Xero and log the deal in HubSpot
Every new Monday.com item generates a corresponding Xero sales invoice and updates HubSpot automatically, removing manual data entry.
X
M
H
When a Xero sales invoice is created, update the matching Monday.com item and update the deal in HubSpot
New Xero sales invoices automatically update your Monday.com board and HubSpot records, keeping project status current.
H
M
X
If a HubSpot deal is won, create an item in Monday.com and generate a sales invoice in Xero
Won HubSpot deals instantly trigger a Monday.com project item and a Xero sales invoice, streamlining onboarding and billing.
H
M
X
Use Claude to summarise every HubSpot form submission, create a Monday.com item, and create a Xero contact
Claude analyses HubSpot form submissions, creates a detailed Monday.com item, and sets up a Xero contact automatically.

Supported triggers and actions for Monday.com and Xero

Mix and match to build the exact automation you need

Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
Try it โ†’
Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
Try it โ†’
Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
Try it โ†’
Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
Try it โ†’
Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
Try it โ†’
Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
Try it โ†’
Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
Try it โ†’
Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
Try it โ†’
Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
Try it โ†’
Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
Try it โ†’
Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
Try it โ†’
Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
Try it โ†’
Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
Try it โ†’
Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
Try it โ†’
Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
Try it โ†’
Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
Try it โ†’
Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
Try it โ†’
Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
Try it โ†’
Update is created in Monday.com
Triggers the automation when an update is created
Try it โ†’
Board is created in Monday.com
Triggers the automation when a new board is created
Try it โ†’
User joins in Monday.com
Triggers the automation when a new user joins the platform
Try it โ†’
Update group in Monday.com
Try it โ†’
Create item in Monday.com
Generates a new item
Try it โ†’
Get subitem by id in Monday.com
Try it โ†’
Search multiple items in Monday.com
Locates and retrieves items information
Try it โ†’
Move item to board in Monday.com
Try it โ†’
Move item to group in Monday.com
Try it โ†’
Search item in Monday.com
Locates and retrieves particular item information
Try it โ†’
Update item in Monday.com
Updates an item with new information
Try it โ†’
Get item details by id in Monday.com
Retrieves detailed information of a item using its id
Try it โ†’
Create subitem in Monday.com
Creates a new subitem
Try it โ†’
Archive item in Monday.com
Store an item for future reference
Try it โ†’
Delete item in Monday.com
Removes the selected item
Try it โ†’
Create update in Monday.com
Creates a new update
Try it โ†’
Create column in Monday.com
Adds a new column to a dataset or spreadsheet
Try it โ†’
Upload file to specific item in Monday.com
Uploads a file to a item within a system
Try it โ†’
Create board in Monday.com
Generates a new board
Try it โ†’
Archive board in Monday.com
Archive board to store historical data
Try it โ†’
Create group in Monday.com
Creates a new group based on particular criteria
Try it โ†’
Duplicate group in Monday.com
Creates a copy of an existing group
Try it โ†’
Delete group in Monday.com
Removes a particular group from the system
Try it โ†’
Archive group in Monday.com
Archives a particular group for future reference
Try it โ†’
Add user to board in Monday.com
Adds a user to a board
Try it โ†’
Add user to workspace in Monday.com
Adds a user to the particular workspace
Try it โ†’
Create tag in Monday.com
Generates a new tag
Try it โ†’
Create workspace in Monday.com
Creates a new workspace
Try it โ†’
Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
Try it โ†’
Add team to board in Monday.com
Adds a team to the board
Try it โ†’
Search subitem in Monday.com
Automatically searches for a specific subitem
Try it โ†’
Update subitem in Monday.com
Automatically updates an existing subitem
Try it โ†’
Xero
Xero Triggers & Actions
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
Try it โ†’
Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
Try it โ†’
Sales Invoice is created/updated in Xero
Triggers the automation when a sales invoice is created or updated
Try it โ†’
Expense claim receipt is created/updated in Xero
Triggers the automation when any expense claim receipt is created or updated
Try it โ†’
Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
Try it โ†’
Quote is created/updated in Xero
Triggers the automation when a quote is created or updated
Try it โ†’
Account is created/updated in Xero
Triggers the automation when an account is created or updated
Try it โ†’
Item is created/updated in Xero
Triggers the automation when an item is created or updated
Try it โ†’
Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
Try it โ†’
Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
Try it โ†’
Bank Transfer is created in Xero
Triggers the automation when a bank transfer occurs
Try it โ†’
Bank Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
Try it โ†’
User is created/updated in Xero
Triggers the automation when a user is created or updated
Try it โ†’
Search item by name in Xero
Locates and retrieves particular item information
Try it โ†’
Get online invoice URL in Xero
Try it โ†’
Update invoice items in Xero
Updates the items in an invoice
Try it โ†’
Create item code in Xero
Generates new unique item code
Try it โ†’
Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
Try it โ†’
Add attachment to contact in Xero
Attach files or documents to contact profiles
Try it โ†’
Create task in Xero
Creates a new task
Try it โ†’
Create project in Xero
Creates a new project
Try it โ†’
Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
Try it โ†’
Create sales invoice in Xero
Generates a new sales invoice with pre-filled details
Try it โ†’
Create sales invoice for existing contact in Xero
Generates a new sales invoice for an existing contact
Try it โ†’
Search sales invoice in Xero
Searches for a sales invoice
Try it โ†’
Get sales invoice by id in Xero
Retrieves a sales invoice using the unique invoice id
Try it โ†’
Create contact in Xero
Adds a new contact to the database
Try it โ†’
Search contact by email address in Xero
Finds and retrieves contact information using their email address
Try it โ†’
Search contact by name in Xero
Finds information about a contact using the name
Try it โ†’
Update contact in Xero
Updates contact information with new details
Try it โ†’
Search contact by account number in Xero
Retrieves contact information based on the provided account number
Try it โ†’
Create payment in Xero
Generates and process a payment transaction
Try it โ†’
Create quote in Xero
Generates a new quote with pre-filled information
Try it โ†’
Create bill in Xero
Generates a new bill for the customer
Try it โ†’
Create purchase order in Xero
Generates a purchase order for approved requests
Try it โ†’
Add items to existing sales invoice in Xero
Adds selected items to an existing sales invoice
Try it โ†’
Send sales invoice by email in Xero
Sends a sales invoice by email
Try it โ†’
Search item in Xero
Locates and retrieves particular item information
Try it โ†’
Create bank transfer in Xero
Initiates a bank transfer
Try it โ†’
Create credit note in Xero
Generates a credit note for returned items
Try it โ†’
Create bank transaction in Xero
Generates a bank transaction
Try it โ†’
Search account in Xero
Searches for account information
Try it โ†’

What can you automate with Monday.com + Xero?

Connect Monday.com and Xero to streamline project billing, synchronize financial records, and automate your entire operational workflow.

What you can automate?
๐Ÿงพ
Generate Xero invoices from Monday.com items
Create a Xero sales invoice automatically whenever a new item is added to your Monday.com board. Your billing process kicks off the moment project work begins.
๐Ÿ“‹
Sync every custom field and column value
Map specific Monday.com column values and sub-item details directly into Xero invoices and contact records. Your financial data captures every essential project detail.
๐Ÿ””
Alert your finance team instantly
Send automated notifications to your team on Slack or via email whenever a Xero invoice is paid or a Monday.com project item is updated.
๐Ÿ”€
Route workflows based on submitted field data
Trigger different invoicing paths in Xero depending on the priority or tier selected in your Monday.com board items.
๐Ÿ”„
Keep project boards and books in sync
Update Monday.com item statuses automatically whenever a Xero sales invoice or bill is created or modified. Both platforms remain perfectly aligned.
๐Ÿ”
Prevent duplicate records with smart search
Search existing Xero contacts and items before creating new entries, preventing clutter and duplicate accounts in your database.
๐Ÿ’ณ
Handle payments and status changes automatically
Record payments in Xero and update Monday.com task statuses the moment financial transactions clear in your payment gateway.
๐ŸŒ
Extend flows to popular business apps
Connect Monday.com and Xero with tools like HubSpot, Gmail, or Slack to build multi-step operational pipelines.
And much more...

Who is Monday.com + Xero integration for?

Operations and finance teams connect Monday.com to Xero to eliminate manual data entry, streamline billing cycles, and keep project accounts accurate.

Finance Directors
Finance Directors
Project Managers
Project Managers
Client Success Leads
Client Success Leads
Operations Coordinators
Operations Coordinators
Billing Specialists
Billing Specialists
Accountants
Accountants
๐Ÿ“ˆ
Finance Directors
You rely on accurate revenue reports to make strategic decisions, but your accounting books lag behind project boards because invoices are exported by hand โ€” with this integration, every Monday.com item update triggers a Xero invoice and your financial data stays current.
โšก
Project Managers
You need to kick off billable work the moment a client approves a proposal, but manual hand-offs between sales and accounting cause costly billing delays โ€” with this integration, every new task item creates a Xero sales invoice instantly and your team starts work without waiting.
๐Ÿค
Client Success Leads
You answer to clients asking about project progress and billing status, but finding scattered records across different tools wastes hours of your week โ€” with this integration, every financial transaction syncs with your Monday.com board so you have instant answers.
๐Ÿ”„
Operations Coordinators
The volume of client orders and project items is too high for anyone to keep up by hand, leading to missed invoices and duplicate records โ€” with this integration, every workflow runs automatically from start to finish without human bottlenecks.
๐Ÿ‘ฅ
Billing Specialists
You own the invoicing step and depend on project teams to hand over completed milestones, but missing updates leave revenue sitting unbilled โ€” with this integration, completed Monday.com items trigger Xero invoices the second work is marked done.
๐Ÿ—‚๏ธ
Accountants
You need a reliable history of project costs and client billing, but manual data entry keeps leaving frustrating gaps in your audit trail โ€” with this integration, every transaction and task update is logged with absolute accuracy.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Monday.com + Xero

Build and manage your Monday.com + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Monday.com + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
๐Ÿ˜
750 Tasks
in $19.99
Integrately
๐Ÿ˜
2,000 Tasks
in $19.99

Trusted byย 42,000+ย Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

โ–ฒ 2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Monday.com to Xero?
Frequently Asked Questions
You can connect Monday.com to Xero using 1-click automations on Integrately. Choose from 20 million+ ready templates or ask Integrately AI to build the automation and map the fields.
Can I automatically create Xero invoices when a new Monday.com item is added?
Frequently Asked Questions
Can I connect Monday.com, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Monday.com and Xero?
Frequently Asked Questions
How do Monday.com item updates trigger Xero updates?
Frequently Asked Questions
How do Xero payments update Monday.com tasks?
Frequently Asked Questions
Do I need coding skills to automate Monday.com and Xero?
Frequently Asked Questions
Is the Monday.com and Xero integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Monday.com or Xero With 1500+ Other Apps

Monday.com
Popular Monday.com Integrations
Connect Monday.com to project management, team collaboration, and tracking tools to keep your workflows organised.
Xero
Popular Xero Integrations
Sync Xero with banking, payment, and reporting tools to keep your financial data accurate across your stack.
See All
Xero Integrations arrow right
No popular apps found