Integrate monday.com with Xero
Appy Pie Connect allows you to automate multiple workflows between monday.com and Xero
- No code
- No Credit Card
- Lightning Fast Setup
Monday.com legally Monday.com Ltd., is a Cloud-based platform that allows companies to create their own applications and work management software.
About Xero
Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.
Xero IntegrationsBest ways to Integrate monday.com + Xero
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When this happens...
New Payment
Then do this...
Send Email
Xero is one of the most valuable accounting software that help you manage your finances while saving you time and money. Sometimes you need to share some of the critical information on it to people who don’t have access to the software. Once active, this integration will automatically send Gmail emails to the selected recipients whenever new payments are received in Xero. Don’t wait, just sign up for Appy Pie Connect and start connecting your Xero and Gmail now!How this Xero - Gmail integration works- A new payment is received in Xero
- Appy Pie Connect sends a Gmail email with details from the payment
What You Need- A Xero account
- A Gmail account
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When this happens...
New Sales Invoice
Then do this...
Send Channel Message
If you need to keep your team informed about new invoices on Xero, then this integration is great for you. With this Xero – Slack integration, whenever a new invoice is created in Xero, we’ll send all related information to a chosen Slack channel without any manual effort from your end. To set up this integration, you'll just need to add channel names (single or multiple).
Note: This automation will not share already existing Xero invoices to Slack, only new ones after you've set it up.
How this Xero – Slack integration Works- A new invoice is created in Xero
- Appy Pie Connect automatically sends it to a chosen Slack channel
What You Need- A Xero account
- A Slack account
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When this happens...
New Payment
Then do this...
Create Spreadsheet Row
Do you want to be sure you don't miss any payments? With this Connect flow, you can create a payments database in Google Sheets that keeps track of all your Xero payments in one place that's easy to read and search.How This Integration Works- When your receive a new payment
- Appy Pie Connect adds a new row to a specific Google Sheets.
What You Need- Xero account
- Google Sheets account
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When this happens...
New Bill
Then do this...
Create Draft
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When this happens...
New Bill
Then do this...
Send Email
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect monday.com + Xero without coding knowledge. Start creating your own business flow.
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Column Value Changed in BoardTriggers when a column value change in a specified Column.
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New Board
Triggers when a new board is created.
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New Item in Board
Triggers when a new item is created in board.
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New Update in Board
Triggers when a new update is posted on a board.
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New User
Triggers when a new user is created.
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Specific Column Value Changed in Board
Triggers when a specific column value changes in board.
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New Bill
Triggered when you add a new bill. (Accounts Payable)
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New Contact
Triggered when you add a new contact.
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New Payment
Triggered when you receive a new payment.
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New Quote
Triggered when a new quote is created.
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New Sales Invoice
Triggered when you add a new sales invoice. (Accounts Receivable)
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Archive Board
Archives a board.
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Archive Item
Archive an item.
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Change Multiple Columns Value
Change multiple columns value of an item.
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Create Board
Creates a board.
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Create Column
Create a new column in board.
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Create Group
Create a new group in board.
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Create Item
Create a new item in board.
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Create Update
Create a new update.
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Delete Group
Delete a specific group from a board.
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Delete Item
Delete an item from the board.
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Upload File to Specific Column
Upload File to Specific Column
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Create Bank Transfer
Transfers money between two bank accounts.
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Create Bill
Creates a new bill (Accounts Payable).
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Create Credit Note
Creates a new credit note for a contact.
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Create New Quote Draft
Creates a new quote draft.
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Create Payment
Applies a payment to an invoice.
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Create Purchase Order
Creates a new purchase order for a contact.
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Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Create/Update Contact
Creates a new contact or updates a contact if a contact already exists.
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Create/Update Item (Product)
Creates a new item or updates a item if a product already exists.
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How monday.com & Xero Integrations Work
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Step 1: Choose monday.com as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Xero as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from monday.com to Xero.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of monday.com and Xero
monday.com?
Monday.com is a project management software that helps managers to get the most out of their teams through effective communication, agile workflows and centralized data. This top also helps managers to get invpved in the work of their team members by using its robust visibility features. The top is available for free for up to five users. It has a built-in CRM system that helps you to keep track of your team’s activities. Monday.com also offers mobile apps for Windows, iOS and Android devices so that you can access it anywhere, anytime.
Xero?
Xero is a cloud-based accounting software that works on all platforms like web, iOS and Android. You can use this top to track your finances, send invoices, record expenses and manage your projects. Also, Xero has got great integration with other applications like QuickBooks Online, Shopify, Freshbooks, Stripe and more.
Integration of monday.com and Xero
By integrating monday.com and Xero you can make the process of project management more efficient and easier. With this integration, it will be easy to communicate with your team members, share files among team members and manage tasks in real time. Also, if your employees are using Xero for their work then they will be able to see your progress on projects. So, it will be easier for them to understand their status in the projects that you are managing.
Benefits of Integration of monday.com and Xero
The benefits of integrating monday.com and Xero are as fplows:
You can manage project finance easily
It offers real-time visibility features
It makes planning easier with its full screen calendar views
You can access your projects faster by using mobile apps available for Windows, iOS and Android devices
It is easy to integrate with other projects management tops like Asana, Trello, Basecamp, Slack etc.
It provides enhanced cplaboration features with its social networking features like activity streams, chat windows etc.
The process to integrate monday.com and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
