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How Zapier works

Zapier makes it easy to integrate Asana with Xero - no code necessary. See how you can get setup in minutes.

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Asana
Asana logo
Asana
1. Choose trigger event
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Xero
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Xero
2. Choose action
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1. Select the event
Setup
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Asana
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Completed Task" from Asana.

Add your action

An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.

You’re connected!

Zapier seamlessly connects Asana and Xero, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Workspace
    • Project
    Trigger
    Polling
    Try It
    • Workspace
      Required
    • Project
      Required
    Trigger
    Instant
    Try It
    • Project
      Required
    • Task
    • Workspace
    Trigger
    Polling
    Try It
    • Workspace
      Required
    • Project
      Required
    Trigger
    Instant
    Try It
    • Workspace
      Required
    • Project
      Required
    Trigger
    Instant
    Try It
    • Workspace
      Required
    Trigger
    Instant
    Try It
    • Workspace
      Required
    • Project
      Required
    Trigger
    Instant
    Try It

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Practical ways you can use Asana and Xero

Sync completed tasks with invoices.

When a task is marked as completed in Asana, Zapier can instantly create a corresponding invoice in Xero. This ensures that business owners streamline billing processes and no completed tasks fall through the cracks during invoicing.

Business Owner
Try it
Transfer campaign tasks to project management.

When a new task related to a campaign is created in Xero, Zapier can automatically add that task to Asana for better collaboration and tracking. This minimizes miscommunication and ensures campaign-related tasks are always current in the project management tool.

Marketing & Marketing Ops
Track project billing in Xero.

When a new project is created in Asana, Zapier can automatically create the project in Xero for tracking billing and expenses. This saves project managers time and eliminates manual duplication between systems.

Project Management

Learn how to automate Asana on the Zapier blog

Learn how to automate Xero on the Zapier blog

Make work flow with AI

Level up your Asana to Xero integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Asana + Xero integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Asana and Xero

How can I automate tasks between Asana and Xero?

You can automate tasks between Asana and Xero using our integration platform. For example, when a new task is created in Asana, you can set up a trigger to automatically create an invoice draft in Xero. Conversely, when an invoice is approved in Xero, an action might be triggered to notify a team or update a project status in Asana.

What are the available triggers when integrating Asana with Xero?

The available triggers include 'New Task' or 'Updated Task' in Asana, which can initiate actions like creating customers or invoices in Xero. Additionally, when a new payment is recorded or an invoice status changes in Xero, it can trigger tasks updates or comments in Asana.

Are there any pre-built workflows for connecting Asana with Xero?

Yes, we offer several pre-built workflows that help you get started quickly with Asana and Xero integration. These common automation templates include scenarios like creating draft invoices from task completions or updating billing information based on client feedback logged as task comments.

Can I customize the data fields transferred between Asana and Xero?

Our integration allows you to map and customize data fields according to your business needs. This means you can choose which fields from an Asana task should populate specific fields within a Xero invoice or contact entry.

How do I manage errors during automation between the apps?

We provide detailed logging for all tasks processed through our integration platform so you can easily track errors if they occur. You will also receive notifications about failed automations so you can address issues promptly by adjusting your current setup or debugging as needed.

Is it possible to sync only specific projects in Asana with my Xero account?

Yes, we allow for selective syncing of projects between the two platforms. You can set up filters to ensure that only designated projects within Asana are connected with corresponding client accounts or categories within your Xero application.

What should I check if my automated actions aren't working correctly?

First, verify that your triggers are correctly set up in both applications and that they align with expected workflows. Check the connectivity status of both applications on our platform and review any error logs for insights into failures. Make adjustments where necessary or reach out to support if issues persist.

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About Asana
Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
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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.
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