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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
1. Choose trigger event
Xero
Xero
2. Choose action
1. Select the event
Setup
Test
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.
Create a new record or update an existing record in your app.
Organization
Required
Credit Note ID
Required
Invoice ID
Required
Amount
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
From Account
Required
To Account
Required
Amount
Required
Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Code
Required
Name
Required
Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Type
Required
Contact
Required
Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Invoice ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item Code
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact_name
Required
Email_address
Contact_account_number
Primary Person - First Name
Primary Person - Last Name
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Contact Address Type
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Contact_tax_number
Bank Account Number
Contact Number
Status
Date
Due_date
Currency
Url
Attachment
Branding_theme
Number
Reference
Sent_to_contact
Line_items_type
Item Code
Description
Quantity
Required
Unit Price
Discount %
Discount Amount
Account
Tax Rate
Tracking
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact
Required
Project Name
Required
Deadline for the project
Project Estimate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact
Required
Repeated Invoice Schedule
Invoice Creation: Frequency Type
Required
Invoice Creation: Frequency (Period)
Required
Due Date Type: Payment Terms
Required
Set Due Dates (Days)
Required
Start Date:
Required
End Date
Status
Required
Currency
Branding_theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Purchase Order
Required
Contact
Update Method for Line Items
Date
Delivery_date
Line Amount Types
Purchase Order Number
Reference
Branding Theme
Currency
Status
Sent to Contact
Delivery Address
Attention To
Telephone
Delivery Instructions
Expected_arrival_date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Organization
Required
Invoice_id
Required
Contact
Status
Date
Due_date
Expected_payment_date
Reference
Branding_theme
Url
Currency
Sent_to_contact
Attachments
Invoice_number
Line_amount_types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Search_by
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Invoice ID
Required
Include PDF File
Include Online Invoice URL
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Contact ID
Quote Number
Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Include Online Invoice URL
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item Code
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Asana and Xero with AI agents and code
Beyond Zap workflows. Call Asana and Xero actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Asana and Xero actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Tag to Task
Add Items to Existing Sales Invoice
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
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.
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.
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.
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.
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.
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.
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.
