monday.com + Xero

Upload new Xero quotes as files to specific columns in monday.com

Keep your team up-to-date with the latest financial data by connecting Xero and monday.com in a seamless workflow. When a new quote is created in Xero, this automation will instantly upload the file to a specific column in monday.com. Stay organized and empower your team with real-time financial information, making collaboration and decision-making more efficient.

Keep your team up-to-date with the latest financial data by connecting Xero and monday.com in a seamless workflow. When a new quote is created in Xero, this automation will instantly upload the file to a specific column in monday.com. Stay organized and empower your team with real-time financial information, making collaboration and decision-making more efficient.

  1. When this happens...
    XeroXero
    New Quote

    Triggers when a new quote is created.

    TriggerScheduled
  2. automatically do this!
    monday.commonday.com
    Upload File to Specific Column

    Upload File To Specific Column

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
monday logo
monday logo

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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  • Project Management

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xero logo
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.
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Related categories

  • Accounting

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