Skip to content
Asana logoAsana logo
Xero logoXero logo
Asana logoAsana logo
Xero logoXero logo

Asana + Xero

Asana + Xero

Asana + Xero integrations

Create new Asana projects from templates for every new Xero sales invoice

Streamline your project management process with this effective workflow. When a new sales invoice instantly comes up in Xero, a corresponding project is created in Asana from a pre-set template. This efficient automation ensures you can track the invoicing process detail by detail while keeping your project management and financial teams aligned, enhancing productivity and fostering communication.

  1. When this happens...
    New Sales Invoice
    New Sales Invoice
    New Sales InvoiceTriggers when a new Sales Invoice (Accounts Receivable) is created.
  2. automatically do this!
    Create Project From Template
    Create Project From Template
    Create Project From TemplateCreates a new project from a custom template.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with Xero and Asana

Discover other triggers and actions you can use with Xero and Asana

    • Organization
      Required
    Trigger
    Polling
    Try It
    • Organization
      Required
    Trigger
    Polling
    Try It
    • Organization
      Required
    • Days_overdue
      Required
    Trigger
    Polling
    Try It
    • Organization
      Required
    • Status
    Trigger
    Polling
    Try It
    • Organization
      Required
    • Status
    • Type
    Trigger
    Polling
    Try It
    • Organization
      Required
    • Report Type
      Required
    Trigger
    Polling
    Try It
    • Organization
      Required
    • Payment_type
    Trigger
    Polling
    Try It
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.
Related categories
Similar apps
Google Tasks integrationsGoogle Tasks integrations
Google Tasks
Google, Task Management
Todoist integrationsTodoist integrations
Todoist
Task Management
Toodledo integrationsToodledo integrations
Toodledo
Task Management
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
Similar apps
QuickBooks Online integrationsQuickBooks Online integrations
QuickBooks Online
Accounting
FreeAgent integrationsFreeAgent integrations
FreeAgent
Accounting
Wave integrationsWave integrations
Wave
Accounting

Related Zap Templates