Loading

Xero + monday.com Integrations

How to connect Xero + monday.com

Zapier lets you send info between Xero and monday.com automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

Choose a Trigger
Start herearrow pointing down
Start herearrow pointing down
Choose an Action
Connect Apps
  • Free forever for core features
  • 14 day trial for premium features & apps

Top companies trust Zapier to automate work and free up time

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.

Supported triggers and actions

What does this mean?
  • Xero triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Scheduled
    Try It
    • Quote Status

      If left empty, Zapier will trigger on all new quotes, regardless of status.

    Trigger
    Scheduled
    Try It
    • Status

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

    New Expense Claim Receipt

    Triggers when you add a new draft expense claim receipt.

    Trigger
    Scheduled
    Try It
    • InvoiceRequired

    • Item Code

      You must provide either an Item Code or both a Description and a Unit Price.

    • Description

      If no Item Code is provided, this field is required.

    • QuantityRequired

    • Unit Price

      If no Item Code is provided, this field is required.

    • Discount %

    • Account

    • Tax Rate

      Only specify if you want to override the default tax type for the account above.

    Action
    Write

How Xero + monday.com Integrations Work

  1. Step 1: Authenticate Xero and monday.com.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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 more

Related categories

  • Accounting

Similar apps

QuickBooks Online integrationsQuickBooks Online integrations

QuickBooks Online

Accounting
FreeAgent integrationsFreeAgent integrations

FreeAgent

Accounting
Wave integrationsWave integrations

Wave

Accounting
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.
Learn more

Related categories

Similar apps

Trello integrationsTrello integrations

Trello

Project Management
Asana integrationsAsana integrations

Asana

Project Management
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)

Get started for free

You can't add more hours to the day. Zapier is the next best thing.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.