Wrike + Xero Integration

Connect Wrike to Xero - Automate your workflows in 1-click

Make use of Wrike automations to improve team communication and gain real-time visibility into project progress. Set up Xero automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Get the best of both with Integrately’s Wrike + Xero integration.

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Ready Workflows For Wrike + Xero Integration

Just click on the workflow you want to automate

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.

Activate

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.

Activate

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Create Your Own Wrike & Xero Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Task is created in Wrike
Triggers the automation whenever a new task is created
Instant
Task status is changed in Wrike
Triggers the automation whenever the status of a task is changed
Instant
Comment is created in Wrike
Triggers the automation whenever a new comment is created
Instant
Folder is created in Wrike
Retrieve a folder from a database or storage system using its ID
Instant
Attachment is added in Wrike
Triggers the automation whenever a new attachment is added
Instant
Contact is created/updated in Xero
Triggers the automation whenever a supplier contact is created or updated
Contact (supplier) in Xero
Automatically generates a bank transaction
Sales Invoice is created/updated in Xero
Triggers the automation whenever a sales invoice is created or updated
Expense claim receipt is created/updated in Xero
Triggers the automation whenever any expense claim receipt is created or updated
Payment is created/updated in Xero
Quote is created/updated in Xero
Triggers the automation whenever a quote is created or updated
Account is created/updated in Xero
Automatically attach files or documents to contact profiles
Item is created/updated in Xero
Triggers the automation whenever a new journal is added
Purchase Order is created/updated in Xero
Triggers the automation whenever a purchase order is created or updated
Bill is created/updated in Xero
Triggers the automation whenever a contact is created or updated
Bank Transfer is created in Xero
Triggers the automation whenever a bank transfer occurs
Journal is created in Xero
Triggers the automation whenever a payment is created or updated
Bank Transaction is created/updated in Xero
Triggers the automation whenever a bank transaction is created or updated
User is created/updated in Xero
Triggers the automation whenever a user is created or updated

Create task in Wrike
Automatically creates a new task
Get task by Id in Wrike
Create a timelog in Wrike
Triggers the automation whenever a new folder is created
Create folder in Wrike
Automatically creates a new folder in the designated location
Add a comment in task in Wrike
Add a comment in folder in Wrike
Automatically adds a comment to a task in the workflow
Create project in Wrike
Automatically creates a new project
Get folder by Id in Wrike
Automatically retrieves a task using its ID
Get online invoice URL in Xero
Update invoice items in Xero
Automatically updates the items in an invoice
Create item code in Xero
Automatically generates new unique item code
Add attachment to purchase order in Xero
Automatically uploads and attach files to purchase orders
Add attachment to contact in Xero
Create task in Xero
Automatically creates a new task
Create project in Xero
Automatically generates a purchase order for approved requests
Add attachment to invoice in Xero
Automatically attach files to generated invoices for easy reference
Create sales invoice in Xero
Automatically generates a new sales invoice with pre-filled details
Create sales invoice for existing contact in Xero
Automatically generates a new sales invoice for an existing contact
Search sales invoice in Xero
Get sales invoice by id in Xero
Automatically retrieves a sales invoice using the unique invoice ID
Create contact in Xero
Automatically adds a new contact to the database
Search contact by email address in Xero
Automatically find information about a contact using the name
Search contact by name in Xero
Automatically locate and retrieve particular item information
Update contact in Xero
Automatically updates contact information with new details
Search contact by account number in Xero
Automatically retrieves contact information based on the provided account number
Create payment in Xero
Automatically creates a new project
Create quote in Xero
Automatically generates a new quote with pre-filled information
Create bill in Xero
Automatically generates a new bill for the customer
Create purchase order in Xero
Add items to existing sales invoice in Xero
Automatically adds selected items to an existing sales invoice
Send sales invoice by email in Xero
Automatically sends a sales invoice by email
Search item in Xero
Automatically searches for a sales invoice
Create bank transfer in Xero
Automatically initiate a bank transfer
Create credit note in Xero
Automatically generates a credit note for returned items
Create bank transaction in Xero
Search account in Xero
Automatically searches for account information

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

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Integrate Wrike & Xero In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

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

Wrike is a cloud-based platform for managing both large and small projects of any type. It allows you to organize everything from your tasks, documents, discussions and resource assignments all in one place.

See Wrike 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.

See Xero Integrations