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Podio + Xero

Generate new Xero sales invoices from new Podio items

Streamline your invoicing process with this intuitive automation. When a new item appears in your Podio app, a sales invoice will be instantly generated in your Xero app. This workflow simplifies your bookkeeping by populating and managing invoices directly from your project management updates. A seamless solution to keep your financial records accurate and up-to-date.

Streamline your invoicing process with this intuitive automation. When a new item appears in your Podio app, a sales invoice will be instantly generated in your Xero app. This workflow simplifies your bookkeeping by populating and managing invoices directly from your project management updates. A seamless solution to keep your financial records accurate and up-to-date.

  1. When this happens...
    PodioPodio
    New Item

    Triggers when you add a new item, record or entry to an app (standard or custom).

    TriggerScheduled
  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?
    • OrganizationRequired

    • WorkspaceRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • WorkspaceRequired

    • ApplicationRequired

    • View

    Trigger
    Scheduled
    Try It
  • Podio triggers, actions, and search

    New Organization

    Triggers when you add a new org.

    Trigger
    Scheduled
    Try It
    • Organization

    • Workspace

    • Application

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • WorkspaceRequired

    • ApplicationRequired

    • Field

    • Action TypeRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    • WorkspaceRequired

    • ApplicationRequired

    • View

    Trigger
    Scheduled
    Try It
    • Organization

    • Workspace

    • Application

    • Label

    • Responsible User

    • Status

    Trigger
    Scheduled
    Try It
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podio logo

About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
Learn moreHelp

Related categories

  • 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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