Skip to content
  • monday.com logomonday.com logo
  • Xero logoXero logo

monday.com + Xero

Upload new Xero sales invoices to a specific column in monday.com files

Effortlessly manage your sales invoices and organize your files with this seamless Xero and monday.com workflow. Whenever a new sales invoice is created in Xero, this automation uploads the corresponding file to a specific column in your chosen monday.com board. Stay on top of your financial records and streamline your project management tasks with this efficient integration.

Effortlessly manage your sales invoices and organize your files with this seamless Xero and monday.com workflow. Whenever a new sales invoice is created in Xero, this automation uploads the corresponding file to a specific column in your chosen monday.com board. Stay on top of your financial records and streamline your project management tasks with this efficient integration.

  1. When this happens...
    XeroXero
    New Sales Invoice

    Triggers when a new Sales Invoice (Accounts Receivable) is created.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Upload File to Specific Column

    Upload File To Specific Column

    ActionWrite
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • OrganizationRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Days OverdueRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Report TypeRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Polling
    Try It
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Related categories

xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Related categories