TickTick + Xero Integration

Integrate TickTick to Xero in one click, or tell Integrately AI how you want each invoice handled. Create tasks in TickTick, update projects, generate invoices in Xero, and track business finances automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
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2.
  • TickTick
    Complete task in TickTick
  • TickTick
    Update task in TickTick
  • TickTick
    Delete task in TickTick
  • TickTick
    Update project in TickTick
  • TickTick
    Delete project in TickTick
  • TickTick
    Filter tasks in TickTick
  • TickTick
    Create task in TickTick
  • TickTick
    Create project in TickTick
  • Xero
    Create item code in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Search item by name 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

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Ready Workflows Ready Workflows for TickTick + Xero Integration

Create tasks from new Xero invoices, update project statuses, manage contacts, track payments, and sync your books, all in just one click.

Most popular automationmost-popular-automations
Xero + TickTick Integration

Create TickTick task for new Xero contact

Xero and TickTick 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 TickTick? 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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  • 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 TickTick + Xero flow

Streamline communication, document management, and payment tracking after your core tasks and financial records update. Pick a combination and activate it in one click.

TickTick
Xero
+
TrelloTrello (6)
+
Google DriveGoogle Drive (5)
+
StripeStripe (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
X
T
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When a sales invoice is created in Xero, create a task in TickTick and create a card in Trello.
New Xero invoices instantly generate tasks in TickTick and cards in Trello so your project teams stay aligned.
X
T
T
When a contact is created in Xero, create a project in TickTick and set up a board in Trello.
New Xero contacts automatically trigger a TickTick project and a Trello board for client onboarding.
X
T
T
When a bill is created in Xero, create a review task in TickTick and add a card in Trello.
New Xero bills generate review tasks in TickTick and tracking cards in Trello for expense management.
X
T
T
When a quote is created in Xero, create a follow-up task in TickTick and a Trello sales card.
Xero quotes automatically create follow-up tasks in TickTick and sales tracking cards in Trello.
X
T
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When a purchase order is created in Xero, create a procurement task in TickTick and Trello card.
Xero purchase orders trigger procurement tasks in TickTick and tracking cards in Trello.
X
T
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Use Claude to evaluate Xero invoice details, create a TickTick task, and add a Trello card.
Use Claude to categorize Xero invoices before generating TickTick tasks and Trello tracking cards.

Supported triggers and actions for TickTick and Xero

Mix and match to build the exact automation you need

TickTick
TickTick Triggers & Actions
No trigger is available
Complete task in TickTick
Complete a task
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Update task in TickTick
Update a new task
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Delete task in TickTick
Delete a task
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Update project in TickTick
Update a new project
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Delete project in TickTick
Delete a project
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Filter tasks in TickTick
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Create task in TickTick
Creates a new task
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Create project in TickTick
Creates a new project
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Xero
Xero Triggers & Actions
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
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Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
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Sales Invoice is created/updated in Xero
Triggers the automation when a sales invoice is created or updated
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Expense claim receipt is created/updated in Xero
Triggers the automation when any expense claim receipt is created or updated
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Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
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Quote is created/updated in Xero
Triggers the automation when a quote is created or updated
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Account is created/updated in Xero
Triggers the automation when an account is created or updated
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Item is created/updated in Xero
Triggers the automation when an item is created or updated
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Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
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Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
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Bank Transfer is created in Xero
Triggers the automation when a bank transfer occurs
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Bank Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
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User is created/updated in Xero
Triggers the automation when a user is created or updated
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Create item code in Xero
Generates new unique item code
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Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
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Update invoice items in Xero
Updates the items in an invoice
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Get online invoice URL in Xero
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Search item by name in Xero
Locates and retrieves particular item information
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Add attachment to contact in Xero
Attach files or documents to contact profiles
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Create task in Xero
Creates a new task
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Create project in Xero
Creates a new project
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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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Create sales invoice in Xero
Generates a new sales invoice with pre-filled details
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Create sales invoice for existing contact in Xero
Generates a new sales invoice for an existing contact
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Search sales invoice in Xero
Searches for a sales invoice
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Get sales invoice by id in Xero
Retrieves a sales invoice using the unique invoice id
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Create contact in Xero
Adds a new contact to the database
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Search contact by email address in Xero
Finds and retrieves contact information using their email address
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Search contact by name in Xero
Finds information about a contact using the name
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Update contact in Xero
Updates contact information with new details
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Search contact by account number in Xero
Retrieves contact information based on the provided account number
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Create payment in Xero
Generates and process a payment transaction
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Create quote in Xero
Generates a new quote with pre-filled information
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Create bill in Xero
Generates a new bill for the customer
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Create purchase order in Xero
Generates a purchase order for approved requests
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Add items to existing sales invoice in Xero
Adds selected items to an existing sales invoice
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Send sales invoice by email in Xero
Sends a sales invoice by email
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Search item in Xero
Locates and retrieves particular item information
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Create bank transfer in Xero
Initiates a bank transfer
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Create credit note in Xero
Generates a credit note for returned items
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Create bank transaction in Xero
Generates a bank transaction
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Search account in Xero
Searches for account information
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What can you automate with TickTick + Xero?

Streamline your task management and accounting workflows with automated triggers between TickTick and Xero.

What you can automate?
🔄
Generate TickTick tasks from Xero invoices
Automatically create a task in TickTick the moment a new sales invoice or bill is generated in Xero. Eliminate manual copying and keep your project pipelines fully synchronized with your accounting records.
📋
Capture all submitted invoice and contact fields
Map detailed line items, billing amounts, and customer details from Xero directly into your TickTick task descriptions. Ensure your team has every piece of financial context without checking multiple apps.
🔔
Notify your team instantly on Slack
Send automated channel alerts in Slack whenever a new invoice is issued or a payment is recorded in Xero. Keep your entire organization informed of financial milestones in real time.
🔀
Route tasks based on invoice amounts
Set up conditional rules to assign high-value Xero invoices to senior managers in TickTick while routine bills go to standard queues. Ensure the right team members handle critical financial work.
🔄
Keep tasks updated as financial records change
Automatically update corresponding TickTick tasks whenever invoice details or contact information are modified in Xero. Maintain absolute consistency across your task boards and books.
Prevent duplicate projects and tasks
Search existing TickTick projects and tasks before creating new ones from Xero records. Avoid cluttering your workspace with duplicate entries when contacts or invoices are updated.
💰
Mark tasks complete upon payment receipt
Automatically mark the relevant TickTick task as complete the moment a payment is recorded against an invoice in Xero. Keep project statuses perfectly aligned with your cash flow.
🔗
Extend flows with third-party apps
Connect your TickTick and Xero workflows to Google Sheets, Gmail, or Trello to archive documents, send client emails, or log records in secondary spreadsheets automatically.
And much more...

Who is TickTick + Xero integration for?

Finance teams, project managers, and business owners tracking task completion alongside accounting records benefit from eliminating manual data entry between TickTick and Xero.

Financial controllers
Financial controllers
Project managers
Project managers
Client account leads
Client account leads
Operations directors
Operations directors
Team leads
Team leads
Bookkeepers
Bookkeepers
📈
Financial controllers
You rely on accurate accounting records to review cash flow, but your project task lists only update when someone manually exports data, so your progress reports are always out of sync — with this integration, every new Xero invoice instantly generates a TickTick task and your financial tracking stays current.
Project managers
You need to kick off client deliverables the moment an invoice is issued, but you find out about new billing updates hours too late, causing avoidable delays in your project timeline — connecting these apps means every new Xero invoice immediately creates a TickTick task so your team starts work right away.
🤝
Client account leads
You answer to external stakeholders who expect timely updates on project milestones and billing statuses, but manual status checking leaves gaps in communication — this integration means every account change in Xero is reflected in your TickTick projects, keeping client reviews accurate and prompt.
📊
Operations directors
Your business handles high volumes of client invoices and tasks daily, making it impossible for staff to keep both systems updated by hand without making costly errors — automating both apps means every transaction in Xero triggers corresponding task creation in TickTick without manual intervention.
🎯
Team leads
You depend on upstream billing events to assign tasks to your department specialists, but manual handoffs create bottlenecks in your daily workflow — integrating these apps means every new Xero contact or invoice automatically establishes the right task in TickTick for your team.
🗂️
Bookkeepers
You need a reliable history connecting financial transactions to completed project milestones, but missing updates create frustrating audit gaps — automating both apps means every Xero payment and invoice links cleanly to your TickTick tasks for complete operational visibility.
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 TickTick + Xero

Build and manage your TickTick + 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 TickTick + 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 — 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect TickTick to Xero?
Frequently Asked Questions
You can connect TickTick to Xero in 1 click using ready automation templates on Integrately or ask Integrately AI to build the custom workflow for your team.
Can I automatically create TickTick tasks from new Xero invoices?
Frequently Asked Questions
Can I connect TickTick, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for TickTick and Xero?
Frequently Asked Questions
How does TickTick handle tasks created from Xero records?
Frequently Asked Questions
Can Xero payment updates mark TickTick tasks complete?
Frequently Asked Questions
Do I need coding skills to automate TickTick and Xero?
Frequently Asked Questions
Is the TickTick and Xero integration free?
Frequently Asked Questions
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You Can Also Connect TickTick or Xero With 1500+ Other Apps

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Xero
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