How to connect Todoist + Xero
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- New Completed TaskTrigger
- New Incomplete TaskTriggers when you add an incomplete task to a project.Trigger
- New ProjectTriggers when a new project is created.Trigger
- Invite User to ProjectSends an e-mail to a person, inviting them to use one of your projects. .Action
- Mark Task as CompletedMarks a task as being completed.Action
- Move Task to SectionMove a Task to a different Section.Action
- Add Comment to TaskAdds a comment to a task (only available for Todoist Premium users).Action
- Add Comment to ProjectAdds a new comment to a project (only available for Todoist Premium users).Action
- Todoist
Creates a new project.
Scheduled
Action
- Todoist
Creates a new task.
Scheduled
Action
- Todoist
Updates an existing task.
Scheduled
Action
- Todoist
Finds a project (by name/title).
Scheduled
Action
- Todoist
Finds a task.
Scheduled
Action
- Todoist
Searches for a user who is connected/shared with your account.
Scheduled
Action
- Todoist
Find or Create project.
Scheduled
Action
- Todoist
Find or Create project.
Scheduled
Action
- Todoist
Find or Create Item
Scheduled
Action
- Xero
Triggers when a new bank transaction is created.
Scheduled
Trigger
- Xero
Triggers when you add a new bill. (Accounts Payable)
Scheduled
Trigger
- Xero
Triggers when you add a new contact.
Scheduled
Trigger
- Xero
Triggers when you receive a new payment.
Scheduled
Trigger
- Xero
Triggers when a new purchase order is created or enters a status for the first time.
Scheduled
Trigger
- Xero
Triggers when a new quote is created.
Scheduled
Trigger
- Xero
Triggers when you add a new draft expense claim receipt.
Scheduled
Trigger
- Xero
Triggers when you add a new sales invoice. (Accounts Receivable)
Scheduled
Trigger
- Xero
Adds line items to an existing sales invoice.
Scheduled
Action
- Xero
Creates a new Spend/Receive Money bank transaction.
Scheduled
Action
- Xero
Transfers money between two bank accounts.
Scheduled
Action
- Xero
Creates a new contact or updates a contact if a contact already exists.
Scheduled
Action
- Xero
Creates a new quote draft.
Scheduled
Action
- Xero
Creates a new credit note for a contact.
Scheduled
Action
- Xero
Sends an invoice via email.
Scheduled
Action
- Xero
Creates a new bill (Accounts Payable).
Scheduled
Action
- Xero
Creates a new sales invoice (Accounts Receivable).
Scheduled
Action
- Xero
Applies a payment to an invoice.
Scheduled
Action
- Xero
Creates a new purchase order for a contact.
Scheduled
Action
- Xero
Finds a contact by name or account number.
Scheduled
Action
- Xero
Finds an invoice by number or reference.
Scheduled
Action
- Xero
Finds or creates a specific contact.
Scheduled
Action
How Todoist + Xero Integrations Work
- Step 1: Authenticate Todoist and Xero.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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