Trello + Xero Integrations

How to connect Trello + Xero

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Send sales invoices by email in Xero when new labels are added to cards in Trello

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Create bills in Xero for new cards added to Trello

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Create sales invoices in Xero for new Trello cards

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Create and email Xero sales invoices for new Trello cards

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Send Xero sales invoices by email when Trello cards move to a new list

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Create bills in Xero when cards are moved to a new list in Trello

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Send sales invoices by email in Xero when new labels are added to cards in Trello

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Create bills in Xero for new cards added to Trello

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Create sales invoices in Xero for new Trello cards

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Create and email Xero sales invoices for new Trello cards

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Send Xero sales invoices by email when Trello cards move to a new list

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Create bills in Xero when cards are moved to a new list in Trello

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Organize new Xero quotes by moving Trello cards to a specified list
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Xero + Trello
Move new Xero bills to a Trello list for easy tracking and management
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Xero + Trello
Create bills in Xero when new labels are added to Trello cards
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Trello + Xero
Create quote drafts in Xero when cards are moved to a list in Trello
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Trello + Xero

Organize new Xero quotes by moving Trello cards to a specified list

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Xero + Trello

Move new Xero bills to a Trello list for easy tracking and management

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Xero + Trello

Create bills in Xero when new labels are added to Trello cards

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Trello + Xero

Create quote drafts in Xero when cards are moved to a list in Trello

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Trello + Xero

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Supported triggers and actions

What does this mean?

New Board
Triggers when a new board is added.
Trigger
Scheduled
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- Board
- List
- Card
Trigger
Scheduled
Try It
- ActivityRequired
Trigger
Instant
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- Board
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Scheduled
Try It
- BoardRequired
Trigger
Scheduled
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- BoardRequired
- Label
Trigger
Instant
Try It
- BoardRequired
Trigger
Scheduled
Try It

- BoardRequired
- List
- CardRequired
- ChecklistRequired
- Checklist Item NameRequired
- Checklist Item Position
Action
Write
- BoardRequired
- ListRequired
- NameRequired
- Description
- Label
- Custom Labels
- Card Position
- Member
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
Action
Write
- Board
- List
- CardRequired
- File Attachments
- URL Attachments
Action
Write
- BoardRequired
- From List
- CardRequired
- To Board
- To ListRequired
Action
Write
- Board
- List
- CardRequired
- Card Name
- Card Description
- Card Due Date
- Due Complete
- Card Position
Action
Write
- BoardRequired
Action
Write
- BoardRequired
- List
- CardRequired
- ChecklistRequired
- Checklist ItemRequired
Action
Write
- Board
- List
- Card
- ChecklistRequired
Action
Write
- BoardRequired
- NameRequired
Action
Write
- BoardRequired
- Label NameRequired
Action
Search
- BoardRequired
- List
- Card
- SearchRequired
Action
Search
- OrganizationRequired
- Board NameRequired
Action
Search
- OrganizationRequired
- Member NameRequired
Action
Search
- BoardRequired
- List NameRequired
Action
Search or write
- OrganizationRequired
- Board NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Search or write
New Bank Transaction
Triggers when a new bank transaction is created.
Trigger
Scheduled
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New Contact
Triggers when you add a new contact.
Trigger
Scheduled
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- Quote Status
Trigger
Scheduled
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- Status
Trigger
Scheduled
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- Transaction TypeRequired
- ContactRequired
- Bank AccountRequired
- Date
Action
Write
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
Action
Write
- TypeRequired
- ContactRequired
- Date
Action
Write
- Contact NameRequired
- Email Address
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Reference
- Url
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Account
- Tax Rate
- Tracking
Action
Write
- Document Type
- Document ID or NumberRequired
- Paid ToRequired
- Date
- Currency Rate
- AmountRequired
- Reference
Action
Write
- Welcome
Action
Write
- Search ByRequired
Action
Search
- Search ByRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
Action
Search or write

- Board
- List
- Filter
Trigger
Scheduled
Try It
- Board
- List
- Card
Trigger
Scheduled
Try It
- BoardRequired
- ListRequired
- Card
Trigger
Instant
Try It
- BoardRequired
- CardRequired
Trigger
Instant
Try It
- BoardRequired
Trigger
Scheduled
Try It
- BoardRequired
Trigger
Scheduled
Try It
New Notification
Triggers when you get a new notification in Trello.
Trigger
Scheduled
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- Organization
- NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board
- List
- CardRequired
Action
Write
- BoardRequired
- LabelRequired
- List
- CardRequired
Action
Write
- BoardRequired
- Member(s)Required
- List
- CardRequired
Action
Write
- Board
- List
- CardRequired
- Checklist NameRequired
- Checklist to Copy
- Checklist Items
- Checklist Position
Action
Write
- Board
- List
- CardRequired
- Comment TextRequired
Action
Write
- BoardRequired
- NameRequired
- Organization
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- BoardRequired
- Label NameRequired
- Color
Action
Write
- BoardRequired
- List
- CardRequired
- LabelRequired
Action
Write
- BoardRequired
- List NameRequired
Action
Search
- BoardRequired
- List
- CardRequired
- ChecklistRequired
- SearchRequired
Action
Search
- Organization
- Board
- List
- Card NameRequired
Action
Search
- BoardRequired
- Label NameRequired
- Color
Action
Search or write
- BoardRequired
- List
- CardRequired
- SearchRequired
- Checklist NameRequired
- Checklist to Copy
- Checklist Items
- Checklist Position
Action
Search or write
- Organization
- BoardRequired
- ListRequired
- Card NameRequired
- Description
- Label
- Custom Labels
- Card Position
- Member
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
Action
Search or write
- Status
Trigger
Scheduled
Try It
- Payment Type
Trigger
Scheduled
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New Expense Claim Receipt
Triggers when you add a new draft expense claim receipt.
Trigger
Scheduled
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- InvoiceRequired
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Account
- Tax Rate
Action
Write
- From AccountRequired
- To AccountRequired
- AmountRequired
- Date
Action
Write
- ContactRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Item Code
- DescriptionRequired
- Quantity
- Unit Price
- Discount %
- Account
- Tax Rate
- Terms
Action
Write
- Invoice NumberRequired
Action
Write
- Contact NameRequired
- Email Address
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Number
- Reference
- Url
- Sent To Contact
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Account
- Tax Rate
- Tracking
Action
Write
- Contact (supplier)Required
- Date
- Delivery Date
- Order Number
- Reference
- Theme
- Currency
- Tax Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Account
- Tax Rate
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search ByRequired
Action
Search

How Trello + Xero Integrations Work

Step 1: Authenticate Trello 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.

Connect apps

Connect Trello + Xero

Trello Tutorials

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

Learn more Help

Related categories

Project Management

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Trello + Xero Integrations

How to connect Trello + Xero

Send sales invoices by email in Xero when new labels are added to cards in Trello

Create bills in Xero for new cards added to Trello

Create sales invoices in Xero for new Trello cards

Create and email Xero sales invoices for new Trello cards

Send Xero sales invoices by email when Trello cards move to a new list

Create bills in Xero when cards are moved to a new list in Trello

Send sales invoices by email in Xero when new labels are added to cards in Trello

Create bills in Xero for new cards added to Trello

Create sales invoices in Xero for new Trello cards

Create and email Xero sales invoices for new Trello cards

Send Xero sales invoices by email when Trello cards move to a new list

Create bills in Xero when cards are moved to a new list in Trello

Organize new Xero quotes by moving Trello cards to a specified list

Move new Xero bills to a Trello list for easy tracking and management

Create bills in Xero when new labels are added to Trello cards

Create quote drafts in Xero when cards are moved to a list in Trello

Organize new Xero quotes by moving Trello cards to a specified list

Move new Xero bills to a Trello list for easy tracking and management

Create bills in Xero when new labels are added to Trello cards

Create quote drafts in Xero when cards are moved to a list in Trello

Connect your apps and automate workflows

New Board

Card Archived

Board

List

Card

New Activity

ActivityRequired

Card Due

Board

Time Before

Time Before (Unit)

Status

Only cards where you're a member?

New Checklist

BoardRequired

New Label Added to Card

BoardRequired

Label

New Member on Board

BoardRequired

Create Checklist Item in Card

BoardRequired

List

CardRequired

ChecklistRequired

Checklist Item NameRequired

Checklist Item Position

Create Card

BoardRequired

ListRequired

NameRequired

Description

Label

Custom Labels

Card Position

Member

Due Date

File Attachments

URL Attachments

Checklist Name

Checklist Items

Add Attachment to Card

Board

List

CardRequired

File Attachments

URL Attachments

Move Card to List

BoardRequired

From List

CardRequired

To Board

To ListRequired

Update Card

Board

List

CardRequired