Wrike + Xero Integration

Integrate Wrike to Xero in one click, or tell Integrately AI how you want each task handled. Track billable hours, generate invoices, update financial records, and alert your team automatically.

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1.
  • Wrike
    Task is created in Wrike Instant
  • Wrike
    Task status is changed in Wrike Instant
  • Wrike
    Comment is created in Wrike Instant
  • Wrike
    Folder is created in Wrike Instant
  • Wrike
    Attachment is added in Wrike Instant
  • 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.
  • Wrike
    Create task in Wrike
  • Wrike
    Get task by Id in Wrike
  • Wrike
    Create a timelog in Wrike
  • Wrike
    Create folder in Wrike
  • Wrike
    Add a comment in task in Wrike
  • Wrike
    Add a comment in folder in Wrike
  • Wrike
    Create project in Wrike
  • Wrike
    Get folder by Id in Wrike
  • 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
    Add attachment to invoice in Xero
  • Xero
    Create project in Xero
  • Xero
    Create task 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 Wrike + Xero Integration

Capture project billables, generate sales invoices, update financial records, alert your team, and track payments, all in just one click.

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Wrike + Xero Integration

Create Xero task for new Wrike task

Have you ever wished that you could sync your Wrike task with your Xero task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in Wrike, a matching task will be created in Xero. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your Wrike and Xero accounts.
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Xero + Wrike Integration

Create Wrike task for new Xero contact

Xero and Wrike 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 Wrike? 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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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 Wrike + Xero flow

Extend your project management and accounting workflows with messaging, spreadsheets, e-commerce, CRM, email, and payment tools. Pick a combination and activate it in one click.

Wrike
Xero
+
SlackSlack (5)
+
Google DriveGoogle Drive (4)
+
ShopifyShopify (4)
+
HubSpotHubSpot (4)
+
GmailGmail (4)
+
StripeStripe (4)
W
X
S
Create a Xero sales invoice when a Wrike task is created, and notify your finance channel in Slack
New Wrike tasks instantly generate a Xero sales invoice while your finance channel gets updated in Slack, removing manual billing delays.
X
W
S
When a Xero contact is created, create a matching project folder in Wrike and notify the team in Slack
New Xero contacts automatically spin up a Wrike folder and notify your team in Slack, keeping client onboarding aligned from day one.
W
X
S
When a Wrike task status changes to complete, update the Xero invoice and announce it in Slack
Completed Wrike tasks update your Xero invoices automatically and post an announcement in Slack so everyone stays informed.
W
X
S
Use Claude to summarise Wrike project comments, create a Xero bill, and post the brief in Slack
Claude turns Wrike project discussions into structured Xero bills and posts a summary in Slack for review.
X
W
S
When a Xero payment is created, add a completion comment in Wrike and alert your revenue channel in Slack
Paid Xero invoices update Wrike tasks with comments and notify your revenue channel in Slack instantly.

Supported triggers and actions for Wrike and Xero

Mix and match to build the exact automation you need

Wrike
Wrike Triggers & Actions
Instant
Task is created in Wrike
Triggers the automation when a new task is created
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Instant
Task status is changed in Wrike
Triggers the automation when the status of a task is changed
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Instant
Comment is created in Wrike
Triggers the automation when a new comment is created
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Instant
Folder is created in Wrike
Triggers the automation when a new folder is created
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Instant
Attachment is added in Wrike
Triggers the automation when a new attachment is added
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Create task in Wrike
Creates a new task
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Get task by Id in Wrike
Retrieves a task using its id
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Create a timelog in Wrike
Record and track the time spent
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Create folder in Wrike
Creates a new folder in the designated location
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Add a comment in task in Wrike
Adds a comment to a task in the workflow
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Add a comment in folder in Wrike
Adds a comment to a folder within the designated workspace
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Create project in Wrike
Creates a new project
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Get folder by Id in Wrike
Retrieve a folder from a database or storage system using its id
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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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Search item by name in Xero
Locates and retrieves particular item information
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Get online invoice URL in Xero
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Update invoice items in Xero
Updates the items in an invoice
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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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Add attachment to contact in Xero
Attach files or documents to contact profiles
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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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Create project in Xero
Creates a new project
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Create task in Xero
Creates a new task
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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 Wrike + Xero?

Connect Wrike and Xero to synchronize project management with financial accounting across your entire workflow.

What you can automate?
🔄
Generate Xero invoices from Wrike tasks automatically
Create a Xero sales invoice the moment a new project task is created in Wrike, eliminating manual billing handoffs between teams.
📝
Capture every project field and detail
Map Wrike task descriptions, due dates, and custom fields directly into Xero invoice line items for complete record accuracy.
🔔
Alert your finance team instantly
Send immediate notifications in Slack or email whenever a Wrike project triggers a new financial record in Xero.
🔀
Route workflows based on task priority
Create priority Xero sales invoices for urgent Wrike tasks while routing standard projects to regular billing queues.
🔄
Keep financial records up to date
Automatically update Xero sales invoices and contact records whenever project scopes or task statuses change in Wrike.
🔍
Prevent duplicate contacts and entries
Search existing Xero records before creating new contacts or invoices to maintain pristine accounting data cleanliness.
💳
Handle payment and status milestones
Update Wrike task statuses automatically when Xero payments are received or invoices are marked paid by your finance team.
🔗
Extend flows with messaging and spreadsheets
Connect Wrike and Xero with Slack or Google Drive to notify stakeholders and archive project documentation effortlessly.
And much more...

Who is Wrike + Xero integration for?

Project managers and finance teams connect Wrike and Xero to eliminate manual billing handoffs, keep books current, and accelerate project delivery.

Finance Directors
Finance Directors
Project Managers
Project Managers
Agency Account Leads
Agency Account Leads
Operations Managers
Operations Managers
Billing Specialists
Billing Specialists
Business Owners
Business Owners
📈
Finance Directors
You rely on accurate project revenue figures in Xero, but billable hours logged in Wrike take days to reconcile manually, leaving your financial reports out of date — automating both apps means every completed Wrike task instantly generates accounting data so your financial dashboards stay current.
Project Managers
You need to kick off billable client work immediately after a deal closes, but finding out when invoices are generated in Xero happens too late — this integration means every new Xero sales invoice automatically spins up project tasks in Wrike so your team starts delivery without delay.
🤝
Agency Account Leads
You answer to clients who want clear progress updates tied to their billing milestones, but manually cross-referencing Xero invoices with Wrike boards causes reporting gaps — connecting these apps means every project status update and invoice syncs automatically to keep clients fully informed.
📊
Operations Managers
The volume of tasks and client transactions passing through your business is too high for anyone to keep up by hand, leading to missed billing items and tracking errors — automating both apps means high-volume workloads flow seamlessly from Wrike to Xero without administrative bottlenecks.
🎯
Billing Specialists
You own the invoicing process and depend on project teams upstream to hand over billable milestones before you can bill clients, causing monthly delays — this integration means every completed Wrike task hands off billable details straight into Xero for immediate invoicing.
🗂️
Business Owners
You need a reliable audit history of every client project and financial transaction, but manual data entry keeps leaving frustrating gaps in your records — automating both apps means every Wrike task and Xero invoice maintains a complete, permanent audit trail.
Our team

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Why choose Integrately to automate Wrike + Xero

Build and manage your Wrike + 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 Wrike + 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Wrike to Xero?
Frequently Asked Questions
You can connect Wrike to Xero in one click using pre-built workflows on Integrately. Choose a ready template or ask Integrately AI to set up your custom integration alongside Slack, Google Drive, and Shopify.
Can I automatically create Xero invoices when Wrike tasks are created?
Frequently Asked Questions
Can I connect Wrike, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Wrike and Xero?
Frequently Asked Questions
How does Wrike handle task triggers in this integration?
Frequently Asked Questions
Can I sync Xero invoice payments back to Wrike?
Frequently Asked Questions
Do I need coding skills to automate Wrike and Xero?
Frequently Asked Questions
Is the Wrike and Xero integration free?
Frequently Asked Questions
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Xero
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Sync Xero with payment gateways, e-commerce platforms, and reporting tools to keep your accounting data accurate.
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