Xero + Trello Integrations
How to connect Xero + Trello
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New Bank TransactionTriggers when a new bank transaction is created.Trigger- New BillTriggers when you add a new bill. (Accounts Payable)Trigger
- New ContactTriggers when you add a new contact.Trigger
- New PaymentTriggers when you receive a new payment.Trigger
- New Purchase OrderTriggers when a new purchase order is created or enters a status for the first time.Trigger
- New QuoteTriggers when a new quote is created.Trigger
- New Expense Claim ReceiptTriggers when you add a new draft expense claim receipt.Trigger
- New Sales InvoiceTriggers when you add a new sales invoice. (Accounts Receivable)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
- Trello
Triggers when a new board is added.
Scheduled
Trigger
- Trello
Triggers when a new card is added.
Scheduled
Trigger
- Trello
Triggers when a Card is archived in Trello.
Scheduled
Trigger
- Trello
Triggers when a Comment is added to a Card in Trello.
Scheduled
Trigger
- Trello
Triggers when there is activity in Trello.
Instant
Trigger
- Trello
Triggers when a Card is moved to a List in Trello,
Instant
Trigger
- Trello
Triggers at a specified time before a card is due.
Scheduled
Trigger
- Trello
Triggers when a Card is updated in Trello.
Instant
Trigger
- Trello
Triggers when a new checklist is created in Trello.
Scheduled
Trigger
- Trello
Triggers when a new label is created in Trello.
Scheduled
Trigger
- Trello
Triggers when a label is added in a Trello card.
Instant
Trigger
- Trello
Triggers when a new list on a board is added.
Scheduled
Trigger
- Trello
Triggers when this Trello account joins a card.
Scheduled
Trigger
- Trello
Triggers when you get a new notification in Trello.
Scheduled
Trigger
- Trello
Creates a new checklist item in a card.
Scheduled
Action
- Trello
Creates a new board.
Scheduled
Action
- Trello
Adds a new card on a specific board and list.
Scheduled
Action
- Trello
Archives a card.
Scheduled
Action
- Trello
Adds one or more attachments to a specific card.
Scheduled
Action
- Trello
Adds an existing label to a specific card.
Scheduled
Action
- Trello
Moves a specific card to a list on a specific board.
Scheduled
Action
- Trello
Adds one or more members to a specific card.
Scheduled
Action
- Trello
Update a card's name, description, due date, or position in list.
Scheduled
Action
- Trello
Adds a new (or existing) checklist to a card.
Scheduled
Action
- Trello
Closes a board without permanently deleting it.
Scheduled
Action
- Trello
Writes a new comment on a specific card.
Scheduled
Action
- Trello
Completes an existing checklist item in a card.
Scheduled
Action
- Trello
Creates a copy of an existing board.
Scheduled
Action
- Trello
Deletes an existing checklist on a card.
Scheduled
Action
- Trello
Adds a new label on a specific board.
Scheduled
Action
- Trello
Adds a new list on a specific board.
Scheduled
Action
- Trello
Removes an existing label from a card.
Scheduled
Action
- Trello
Finds a label on a particular board by name.
Scheduled
Action
- Trello
Finds a list on a particular board by name.
Scheduled
Action
- Trello
Finds a checklist on a particular board or card by name.
Scheduled
Action
- Trello
Finds a checklist item on a particular checklist by name.
Scheduled
Action
- Trello
Finds a board in your Trello organization by name.
Scheduled
Action
- Trello
Finds a card in your Trello organization by name, given a specified board and list. Does not search archived cards.
Scheduled
Action
- Trello
Finds a member in your Trello organization by name.
Scheduled
Action
- Trello
Finds or creates a specific board label.
Scheduled
Action
- Trello
Finds or creates a specific board list.
Scheduled
Action
- Trello
Finds or creates a specific checklist.
Scheduled
Action
- Trello
Finds or creates a specific organization board.
Scheduled
Action
- Trello
Finds or creates a specific organization card.
Scheduled
Action
How Xero + Trello Integrations Work
- Step 1: Authenticate Xero and Trello.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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