Monday.com + Xero Integration

Connect Monday.com to Xero in 1 click

Integrate For Free

Free forever.

Use premium features free for 14 days.

Sub-item is created in Monday.com Instant
Item is created in board in Monday.com Instant
Specific column value is changed on board in Monday.com Instant
Column value is changed on board in Monday.com Instant
Item is moved to specific group in Monday.com Instant
Update is created in Board in Monday.com Instant
Sub-item column value is changed on board in Monday.com Instant
Item is moved to any group in Monday.com Instant
Item is deleted in board in Monday.com Instant
Item name is changed in Monday.com Instant
Column is created for item in Monday.com Instant
Item is archived in board in Monday.com Instant
Item is restored in board in Monday.com Instant
Sub-item name is changed in Monday.com Instant
Comment is added to subitem in Monday.com Instant
Sub-item is moved in Monday.com Instant
Sub-item is archived in Monday.com Instant
Sub-item is deleted in Monday.com Instant
Update is created in Monday.com
Board is created in Monday.com
User joins in Monday.com
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

Trusted by experts at...

Ready Workflows for Monday.com + Xero Integration

Just click on the workflow you want to automate

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.

Activate

1of1

Did you know?

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

Tell us what type of automation you want to make?

Who Is This Integration For?

Accountants

Project Managers

Small Business Owners

Consultants

Financial Analysts

Accountants

Accountants often struggle with keeping track of invoices and expenses in a project management context. Connecting Xero with monday can help them streamline financial reporting for projects.

Project Managers

Project managers frequently face challenges in coordinating financial data with task management. They need seamless updates when invoice statuses change to keep project budgets up-to-date.

Small Business Owners

Small business owners often have to juggle multiple tasks, including updating financial records and project tracking, leading to inefficient workflows without automation.

Consultants

Consultants manage project deliverables and bill clients. Aligning invoice status with project progress updates can be cumbersome without proper integration.

Financial Analysts

Financial analysts who work on forecasting and budgeting need real-time access to financial data correlated with project timelines to ensure accurate reporting.

Try This Integration – No Code Needed

What Can You Automate With Monday.com + Xero

Update monday board when a Xero invoice is paid

Automatically update a project board in monday when an invoice is marked as paid in Xero. This helps you keep track of which projects have been financially settled, helping you allocate resources efficiently.

Create a task in monday when a new Xero invoice is issued

Generate a task in monday whenever you issue a new invoice in Xero, ensuring that there's a prompt follow-up for each billing event and no client is left behind on pending payments.

Track unpaid invoices with tasks in monday

Set up tasks in monday to track unpaid invoices from Xero automatically, helping you easily monitor outstanding payments and prioritize follow-ups with clients.

Notify team in monday of overdue invoices from Xero

Send notifications to your team within monday when an invoice crosses its due date in Xero. This alerts your team to take necessary actions to collect payments.

Add project expenses from Xero to monday budget tracking

Automatically sync project expenses recorded in Xero with budget tracking boards in monday, providing your team with up-to-date financial data to inform project decisions.

And much more...

Start Automating In Minutes

Top 10 Most Popular Monday.com Automations from
Integrately Community

Just click on the workflow you want to automate

Create Monday.com item for new Elementor Forms form submission

Activate

Create Monday.com item for new Google Sheets row

Activate

Create Monday.com item for new WPForms form submission

Activate

Create Monday.com item for new Notion database item

Activate

Create Monday.com item for new GoHighLevel task

Activate

Create Monday.com item for new Elementor Forms form submission

Activate

Create Monday.com item for new Google Sheets row

Activate

Create Monday.com item for new WPForms form submission

Activate

Create Monday.com item for new Notion database item

Activate

Create Monday.com item for new GoHighLevel task

Activate

Create Monday.com item for new Google Tasks task

Activate

Create Monday.com item for new Sharepoint file

Activate

Create Google Sheets row for new Monday.com item

Activate

Create Monday.com item for new Smartsheet row

Activate

Create Notion database item for new Monday.com item

Activate

Create Monday.com item for new Google Tasks task

Activate

Create Monday.com item for new Sharepoint file

Activate

Create Google Sheets row for new Monday.com item

Activate

Create Monday.com item for new Smartsheet row

Activate

Create Notion database item for new Monday.com item

Activate

Top 10 Most Popular Xero Automations from
Integrately Community

How Integrately Works?

Select Automation

Connect Accounts

That’s it! You just connected Google Sheets to Trello

Automation is ready

Connect Monday.com + Xero Now

In Just 1 Click!

Price Comparison with Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2

ProductHunt

Most upvoted product of the month

▲ 2000+

Connect Monday.com + Xero Now

In Just 1 Click!

How to integrate Monday.com & Xero - 7 ways to simplify project accounting

Connect Monday.com Xero integrations for seamless project management, task tracking, simplified accounting, and accurate financial data synchronization.

How to boost productivity with 21 essential Monday.com integrations

Explore the top 21 Monday.com integrations. Unlock endless possibilities for collaboration, automation, and data synchronization.

How to better manage accounts & finances with the top 12 Xero Automations

Boost operational efficiency and automate business tasks with the top 12 Xero integrations. Enhance your accounting and financial processes seamlessly.

How to boost your productivity with the top 10 Monday.com integrations

Here are the top 16 Monday.com integrations. This will simplify collaboration for you.

Want to automate something else in your workflow?

You Can Also Connect Monday.com or Xero With 1400+ Other Apps

Monday.com

monday.com is the project management tool that brings your team together and keeps everyone on track towards a common goal. It makes it easy to plan, collaborate and get work done.

See Monday.com Integrations

Similar Apps

Xero

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

Similar Apps