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monday.com + Xero

Create items in monday.com from new payments in Xero

This workflow streamlines your finance and project management tasks by connecting Xero and monday.com. Whenever a new payment is recorded in Xero, an item is promptly created in monday.com. This efficient process saves you time on manual data transfer so you can focus more on financial analysis and strategic decisions.

This workflow streamlines your finance and project management tasks by connecting Xero and monday.com. Whenever a new payment is recorded in Xero, an item is promptly created in monday.com. This efficient process saves you time on manual data transfer so you can focus more on financial analysis and strategic decisions.

  1. When this happens...
    XeroXero
    New Payment

    Triggers when you receive a new payment.

    TriggerPolling
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    Trigger
    Polling
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    • OrganizationRequired

    Trigger
    Polling
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    • OrganizationRequired

    • Days OverdueRequired

    Trigger
    Polling
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    • OrganizationRequired

    • Status

    Trigger
    Polling
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    • OrganizationRequired

    • Status

    • Type

    Trigger
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    • OrganizationRequired

    • Report TypeRequired

    Trigger
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    • OrganizationRequired

    • Payment Type

    Trigger
    Polling
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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.

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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