Notion + Xero

Create new Notion items from new Xero bank transactions

Take control of your finances with this automated workflow for Xero and Notion. With this setup, every new bank transaction in Xero creates a corresponding entry in your Notion database effortlessly. This integration lets you keep real-time financial updates in Notion, saving you time on manual data entry, and allowing you to focus more on financial analysis and planning for your business.

Take control of your finances with this automated workflow for Xero and Notion. With this setup, every new bank transaction in Xero creates a corresponding entry in your Notion database effortlessly. This integration lets you keep real-time financial updates in Notion, saving you time on manual data entry, and allowing you to focus more on financial analysis and planning for your business.

  1. When this happens...
    XeroXero
    New Bank Transaction

    Triggers when a new bank transaction is created.

    TriggerScheduled
  2. automatically do this!
    NotionNotion
    Create Database Item

    Creates an item in a database.

    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
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About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
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Related categories

  • Task Management
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.
Learn moreHelp

Related categories

  • Accounting

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