Integrate Xero with Trello

Appy Pie Connect allows you to automate multiple workflows between Xero and Trello

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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.

About Trello

Trello is a team communication app that organizes your projects into boards. Trello’s boards, lists and cards enable you to organize and prioritize your personal and work life in a fun, flexible and rewarding way.

Want to explore Xero + Trello quick connects for faster integration? Here’s our list of the best Xero + Trello quick connects.

Explore quick connects

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  • Integration
Connect Xero + Trello in easier way

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

  • Triggers
  • 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)

  • Card Archived

    Triggers the moment a Card is archived in your Trello account.

  • Card Moved to List

    Triggers once a Card is moved to a Trello List within the same board.

  • Card Updated

    Triggers the moment you update a Card in Trello.

  • New Activity

    Triggers on every new activity in Trello.

  • New Attachment

    Triggers every time a new attachment is added on board, list or card in Trello.

  • New Board

    Triggers when you add a new board in your Trello account.

  • New Card

    Triggers when a new card is added.

  • New Checklist

    Triggers every time a new checklist is created in Trello.

  • New Comment in Card

    Triggers once a Comment is added to a Trello Card.

  • New Label

    Triggers the moment you create a new label in Trello.

  • New Label Added to Card

    Triggers once you add a new label in a Trello Card.

  • New List

    Triggers whenever a new list is added on a board.

  • New Member on Card

    Triggers when a new card is added in Trello account.

  • New Notification

    Triggers the moment you receive a new notification in Trello.

  • Actions
  • 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.

  • Add Checklist to Card

    Adds a new (or existing) checklist to a Trello card.

  • Add Label to Card

    Adds an existing label to a specific card.

  • Add Members to Card

    Adds one or multiple members to a specific Trello card.

  • Archive Card

    Archives a card.

  • Complete Checklist Item in Card

    Complete an existing checklist Item in a Trello Card.

  • Create Board

    Creates a new board.

  • Create Card

    Creates a new card on a specific board and list.

  • Create Checklist Item in Card

    Creates a new checklist item in a Trello card.

  • Create Comment

    Creates a new comment to the specified Trello card.

  • Create Label

    Adds a new label to your chosen board.

  • Delete Checklist in Card

    Removes an existing checklist on a card.

  • Move Card to List

    Moves your selected card to a list on a specific board.

  • Remove Label from Card

    Delete an existing label from a Trello card.

  • Update Card

    Update a basic information of card such as name, description, due date, or position in list.

How Xero & Trello Integrations Work

  1. Step 1: Choose Xero 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 Trello 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 Xero to Trello.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Xero and Trello

Xero is a cloud-based accounting software that helps business owners manage their finances. Trello, on the other hand, is a project management top that helps businesses coordinate workflow and create lists. Xero and Trello are both tops that can help in managing an organization effectively.

Integration of Xero and Trello

Xero is a cloud-based accounting software that helps organizations manage and keep track of their finances. It is one of the most popular accounting software for small and mid-sized businesses. In order to track payments, Xero integrates with Paypal and Stripe, which allow users to send invoices. It also has integrations with QuickBooks, MailChimp, Facebook and Google Drive (which allows users to export data. However, it does not have any integration with Trello.

Trello is a project management software that allows users to create lists of tasks and cplaborate with their team. It is similar to Basecamp or Asana. It allows users to make lists of tasks and breaks down projects into smaller tasks. These tasks can be assigned to specific individuals. It also allows users to add comments and attach files to specific tasks. Trello offers many different integrations including Slack, Appy Pie Connect, Slack, GitHub, JIRA, Bitbucket, Flowdock, HipChat, Zendesk, ZenDesk, Freshbooks, Box, Salesforce, Google Drive, Dropbox, Evernote, Pocket, OneNote, PCalcx and OmniFocus. The integration with existing apps allows users to use Trello as a dashboard for tracking their work.

Xero and Trello can be integrated together using the Appy Pie Connect app in three different ways:

  • When a new invoice is created in Xero, the contact information should be automatically added into Trello as a card under the “Invoices” list
  • When a new task is created in Trello, the status of the task should be automatically updated in Xero as “In Progress”.
  • When a payment is made for an exported invoice from Xero, the status of the task should be automatically changed to “Completed” in Trello.

Benefits of Integration of Xero and Trello

The integration with Trello will benefit users in two ways. 1. It will allow users to easily track all invoices sent and payments made by their customers and 2. It will enable businesses to turn their projects into actionable tasks. The integration between Xero and Trello will also help businesses manage their finances more effectively.

The process to integrate Xero and Trello 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm