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monday.com + Xero

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

Stay on top of your financial records with this efficient workflow. When specific column values are updated in monday.com, it instantly generates a sales invoice in Xero. It's a time-saving solution that ensures accurate and timely billing, keeping your finances synchronized with changing parameters in your project management platform. Maintain seamless financial operations without missing out on updating crucial invoice data.

Stay on top of your financial records with this efficient workflow. When specific column values are updated in monday.com, it instantly generates a sales invoice in Xero. It's a time-saving solution that ensures accurate and timely billing, keeping your finances synchronized with changing parameters in your project management platform. Maintain seamless financial operations without missing out on updating crucial invoice data.

  1. When this happens...
    monday.commonday.com
    Specific Columns Values Changed in Board

    Triggers when one of the specified columns' value is changed 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

What does this mean?
    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Scheduled
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Action
    Write
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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.
Learn moreHelp

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  • Project Management

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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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