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monday.com + Xero

Create sales invoices in Xero when column values are updated in monday.com boards

Effortlessly generate invoices in Xero when a specific column value changes in monday.com with this seamless workflow. Save time and reduce manual tasks as your sales process becomes streamlined, ensuring accurate invoices are created whenever key updates occur on your monday.com board. Keep your team focused on closing deals while this automation handles the paperwork for you.

Effortlessly generate invoices in Xero when a specific column value changes in monday.com with this seamless workflow. Save time and reduce manual tasks as your sales process becomes streamlined, ensuring accurate invoices are created whenever key updates occur on your monday.com board. Keep your team focused on closing deals while this automation handles the paperwork for you.

  1. When this happens...
    monday.commonday.com
    Specific Column Value Changed in Board

    Triggers when a specific column's value changes in the selected board

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite
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Supported triggers and actions

    • Board IDRequired

    Trigger
    Instant
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    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
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    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
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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.

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