Monday.com legally Monday.com Ltd., is a Cloud-based platform that allows companies to create their own applications and work management software.
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 Integrations
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.
It's easy to connect monday.com + Xero without coding knowledge. Start creating your own business flow.
Triggers when a column value change in a specified Column.
Triggers when a new board is created.
Triggers when a new item is created in board.
Triggers when a new update is posted on a board.
Triggers when a new user is created.
Triggers when a specific column value changes in board.
Triggered when you add a new bill. (Accounts Payable)
Triggered when you add a new contact.
Triggered when you receive a new payment.
Triggered when a new quote is created.
Triggered when you add a new sales invoice. (Accounts Receivable)
Archives a board.
Archive an item.
Change multiple columns value of an item.
Creates a board.
Create a new column in board.
Create a new group in board.
Create a new item in board.
Create a new update.
Delete a specific group from a board.
Delete an item from the board.
Upload File to Specific Column
Transfers money between two bank accounts.
Creates a new bill (Accounts Payable).
Creates a new credit note for a contact.
Creates a new quote draft.
Applies a payment to an invoice.
Creates a new purchase order for a contact.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new item or updates a item if a product already exists.
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 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.
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.
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.