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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
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About monday.com

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 Integrations

Best ways to Integrate monday.com + Xero

  • monday.com Integration Gmail Integration

    Xero + Gmail

    Send Gmail emails whenever new payments are received in Xero Read More...
    Close
    When this happens...
    monday.com Integration New Payment
     
    Then do this...
    Gmail Integration 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
  • monday.com Integration Slack Integration

    Xero + Slack

    Post a message in Slack for every new invoice on Xero Read More...
    Close
    When this happens...
    monday.com Integration New Sales Invoice
     
    Then do this...
    Slack Integration 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
  • monday.com Integration Google Sheets Integration

    Xero + Google Sheets

    Add rows to Google Sheets for new Xero payments Read More...
    Close
    When this happens...
    monday.com Integration New Payment
     
    Then do this...
    Google Sheets Integration 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
  • monday.com Integration Gmail Integration

    Xero + Gmail

    Create Draft to Gmail from New Bill in Xero Read More...
    Close
    When this happens...
    monday.com Integration New Bill
     
    Then do this...
    Gmail Integration Create Draft
  • monday.com Integration Gmail Integration

    Xero + Gmail

    Send Email in Gmail when New Bill is created in Xero Read More...
    Close
    When this happens...
    monday.com Integration New Bill
     
    Then do this...
    Gmail Integration Send Email
  • monday.com Integration {{item.actionAppName}} Integration

    monday.com + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect monday.com + Xero in easier way

It's easy to connect monday.com + Xero without coding knowledge. Start creating your own business flow.

    Triggers
  • Column Value Changed in Board

    Triggers when a column value change in a specified Column.

  • New Board

    Triggers when a new board is created.

  • New Item in Board

    Triggers when a new item is created in board.

  • New Update in Board

    Triggers when a new update is posted on a board.

  • New User

    Triggers when a new user is created.

  • Specific Column Value Changed in Board

    Triggers when a specific column value changes in board.

  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

    Actions
  • Archive Board

    Archives a board.

  • Archive Item

    Archive an item.

  • Change Multiple Columns Value

    Change multiple columns value of an item.

  • Create Board

    Creates a board.

  • Create Column

    Create a new column in board.

  • Create Group

    Create a new group in board.

  • Create Item

    Create a new item in board.

  • Create Update

    Create a new update.

  • Delete Group

    Delete a specific group from a board.

  • Delete Item

    Delete an item from the board.

  • Upload File to Specific Column

    Upload File to Specific Column

  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How monday.com & Xero Integrations Work

  1. Step 1: Choose monday.com as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Xero as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from monday.com to Xero.

    (2 minutes)

  6. 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.