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Asana + Xero

Complete Asana tasks to create sales invoices in Xero

Streamline your financial process with this workflow between Asana and Xero. Each time a task is completed in Asana, an invoice will be created in Xero. It eliminates the manual entry, ensuring a swift and accurate billing process that also saves you time. Perfect for keeping your accounting up-to-date with your project progress.

Streamline your financial process with this workflow between Asana and Xero. Each time a task is completed in Asana, an invoice will be created in Xero. It eliminates the manual entry, ensuring a swift and accurate billing process that also saves you time. Perfect for keeping your accounting up-to-date with your project progress.

  1. When this happens...
    AsanaAsana
    Completed Task

    Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.

    TriggerScheduled
  2. automatically do this!
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Workspace

    • Project

    Trigger
    Scheduled
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    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Instant
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    • ProjectRequired

    • Task

    • Workspace

    Trigger
    Scheduled
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    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Instant
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    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Instant
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    • Workspace / Organization

    Trigger
    Scheduled
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    • ProjectRequired

    • Workspace

    Trigger
    Scheduled
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  • Asana triggers, actions, and search

    New Tag Created

    Triggered when you create a new tag.

    Trigger
    Scheduled
    Try It
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asana logo

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.
Learn moreHelp

Related categories

  • Project Management

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xero logo
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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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