monday.com + Xero

Create subitems in monday.com for new payments in Xero

Streamline your financial tasks and project management with this seamless workflow. When a new payment is received in Xero, a corresponding subitem is instantly created in monday.com. This automation not only improves efficiency but also helps maintain real-time progress updates and records. Minimize manual data entry and keep your diverse business operations tightly aligned with this automatic process.

Streamline your financial tasks and project management with this seamless workflow. When a new payment is received in Xero, a corresponding subitem is instantly created in monday.com. This automation not only improves efficiency but also helps maintain real-time progress updates and records. Minimize manual data entry and keep your diverse business operations tightly aligned with this automatic process.

  1. When this happens...
    XeroXero
    New Payment

    Triggers when you receive a new payment.

    TriggerScheduled
  2. automatically do this!
    monday.commonday.com
    Create Subitem

    Create a new subitem in a item

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
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    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
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    • 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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Related categories

  • 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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