Integrate Asana with Xero to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Asana with Xero - no code necessary. See how you can get setup in minutes.

Select a trigger from Asana

A trigger is an event that starts your Zap and runs the workflow. For example, with Asana, a trigger could be "Completed Task."

A trigger is the event that kicks off your automated workflow.

Setup an action from Xero

An action is what takes place after the automation is triggered. For example, with Xero, the action could be "Add Items to Existing Sales Invoice."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Asana to Xero

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Asana to Xero with a Zapier template.

Our most popular template

Create tasks in Asana for each new sales invoice in Xero
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Create bills in Xero for new tasks in Asana projects
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Create sales invoices in Xero for new tasks in Asana projects
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Create folders in Google Drive for new YouTube channel videos
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Create tasks in Asana for new bills in Xero
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Xero + Asana
Create tasks in Asana for new payments in Xero
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Xero + Asana

Create tasks in Asana for each new sales invoice in Xero

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Xero + Asana

Create bills in Xero for new tasks in Asana projects

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Asana + Xero

Create sales invoices in Xero for new tasks in Asana projects

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Asana + Xero

Create folders in Google Drive for new YouTube channel videos

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Asana + Xero

Create tasks in Asana for new bills in Xero

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Xero + Asana

Create tasks in Asana for new payments in Xero

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Xero + Asana

Create tasks in Asana for new quotes in Xero
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Xero + Asana
Create tasks in Asana for new sales invoices in Xero
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Xero + Asana

Make work flow with AI

Level up your Asana to Xero integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about Asana + Xero integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Asana and Xero

How can I automate tasks between Asana and Xero?

You can automate tasks between Asana and Xero using our integration platform. For example, when a new task is created in Asana, you can set up a trigger to automatically create an invoice draft in Xero. Conversely, when an invoice is approved in Xero, an action might be triggered to notify a team or update a project status in Asana.

What are the available triggers when integrating Asana with Xero?

The available triggers include 'New Task' or 'Updated Task' in Asana, which can initiate actions like creating customers or invoices in Xero. Additionally, when a new payment is recorded or an invoice status changes in Xero, it can trigger tasks updates or comments in Asana.

Are there any pre-built workflows for connecting Asana with Xero?

Yes, we offer several pre-built workflows that help you get started quickly with Asana and Xero integration. These common automation templates include scenarios like creating draft invoices from task completions or updating billing information based on client feedback logged as task comments.

Can I customize the data fields transferred between Asana and Xero?

Our integration allows you to map and customize data fields according to your business needs. This means you can choose which fields from an Asana task should populate specific fields within a Xero invoice or contact entry.

How do I manage errors during automation between the apps?

We provide detailed logging for all tasks processed through our integration platform so you can easily track errors if they occur. You will also receive notifications about failed automations so you can address issues promptly by adjusting your current setup or debugging as needed.

Is it possible to sync only specific projects in Asana with my Xero account?

Yes, we allow for selective syncing of projects between the two platforms. You can set up filters to ensure that only designated projects within Asana are connected with corresponding client accounts or categories within your Xero application.

What should I check if my automated actions aren't working correctly?

First, verify that your triggers are correctly set up in both applications and that they align with expected workflows. Check the connectivity status of both applications on our platform and review any error logs for insights into failures. Make adjustments where necessary or reach out to support if issues persist.

Connect Asana and Xero to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Asana and Xero to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Workspace
- Project
  Required
Trigger
Scheduled
Try It
- Workspace
- Project
  Required
Trigger
Instant
Try It
- Project
  Required
- Task
- Workspace
Trigger
Scheduled
Try It
- Workspace
- Project
  Required
Trigger
Instant
Try It
- Workspace
- Project
  Required
Trigger
Instant
Try It

- Workspace
- Project
  Required
Trigger
Instant
Try It
- Workspace
- Project
  Required
- Fields
- Disclaimer
Trigger
Instant
Try It

New Workspace/Organization
Triggered when you add a new workspace/organization.
Trigger
Scheduled
Try It
- Project
  Required
- Task
- File
  Required
Action
Write
- Workspace
- Project Template
  Required
- Name
  Required
- Privacy Setting
Action
Write
- Task ID
  Required
- Workspace
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Write
- Copy
- Workspace
- Project
  Required
- Task Template
  Required
- Name
  Required
Action
Write
- Workspace
- Project
  Required
- Task
- Text
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Workspace
- Project
  Required
- Name
  Required
Action
Search
- Task ID
  Required
Action
Search
- Email Address or ID
  Required
Action
Search
- Workspace
- Project
  Required
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Search or write
- Organization
  Required
Trigger
Scheduled
Try It
- Organization
  Required
Trigger
Scheduled
Try It
- Organization
  Required
- Days_overdue
  Required
Trigger
Scheduled
Try It
- Organization
  Required
- Project State
Trigger
Scheduled
Try It
- Organization
  Required
- Status
Trigger
Scheduled
Try It
- Organization
  Required
- Status
Trigger
Instant
Try It
- Organization
  Required
- Status
- Change
- Contact
- Trigger_preference
- Copy
Trigger
Instant
Try It
- Organization
  Required
- Invoice
  Required
Action
Write
- Organization
  Required
- Item Code
  Required
- Name
  Required
- Description
- Is Sold
  Required
- Sales Unit Price
- Sales Account
- Sales Tax Type
- Is Purchased
  Required
- Purchase Description
- Purchase Unit Price
- Purchase Account
- Purchase Tax Type
- Is Tracked
  Required
- Inventory Asset Account
- Cost of Goods Sold Account
Action
Write
- Organization
  Required
- Transaction_type
  Required
- Contact
  Required
- Bank Account
  Required
- Date
Action
Write
- Organization
  Required
- Name
  Required
- Account_number
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- 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
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Write
- Organization
  Required
- Type
- Contact
  Required
- Date
Action
Write
- Organization
  Required
- Is Sold
  Required
- Is Purchased
  Required
- Name
  Required
- Item Code
  Required
Action
Write
- Organization
  Required
- Contact_name
  Required
- Primary Person - Email
- Contact_account_number
- Primary Person - First Name
- Primary Person - Last Name
- 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
- Contact Address Type
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Contact_tax_number
- Bank Account Number
- Contact_number
- Status
- Date
- Due_date
- Currency
- URL
  Required
- Attachment
- Branding_theme
- Number
- Reference
- Sent_to_contact
- Line_items_type
- Item Code
- Line_description
  Required
- Line_quantity
  Required
- Line_unit_amount
  Required
- Discount %
- Discount Amount
- Line_account_code
- Line_tax_type
- Line_tracking
Action
Write
- Organization
  Required
- Contact
  Required
- Project Name
  Required
- Deadline for the project
- Project Estimate
Action
Write
- Organization
  Required
- Contact
  Required
- Repeated Invoice Schedule
- Invoice Creation: Frequency Type
  Required
- Invoice Creation: Frequency (Period)
  Required
- Due Date Type: Payment Terms
  Required
- Set Due Dates (Days)
  Required
- Start Date:
  Required
- End Date
- Status
- Currency
- Branding_theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line_items_type
Action
Write
- Info
- Organization
  Required
- Invoice ID
  Required
- Contact
  Required
- Status
- Date
- Due_date
- Expected_payment_date
- Reference
- Branding_theme
- URL
  Required
- Currency
- Sent_to_contact
- Attachments
- Document ID or Number
  Required
- Amounts Are
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Organization
  Required
Action
Search
- Organization
  Required
- Invoice ID
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Name
  Required
- Account_number
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- 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
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Search or write

- Workspace
- Project
  Required
Trigger
Instant
Try It
- Workspace
Trigger
Instant
Try It
- Workspace
- Project
  Required
Trigger
Instant
Try It
New Tag Created
Triggered when you create a new tag.
Trigger
Scheduled
Try It
- Workspace
- Project
  Required
- Section
  Required
Trigger
Instant
Try It
- Workspace
Trigger
Scheduled
Try It
- Workspace
Trigger
Scheduled
Try It
- Task ID
  Required
- Workspace
- Project
  Required
- Section
  Required
- Position in Section
- Before/After Task ID
Action
Write
- Helptext
- Workspace
- Project
  Required
- Tag
- Name
  Required
- Fields
Action
Write
- Workspace
- Project
  Required
- Name
  Required
- Section to Insert After
- Section to Insert Before
Action
Write
- Workspace
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Write
- Workspace
- Team
- Name
  Required
- Notes
Action
Write
- Task ID
  Required
- Mark Task as complete?
- Mark Task as liked?
- Name
  Required
- Assignee
- Followers
- Tags
- Notes
- Is the description rich text?
- Custom_field_info
- Workspace
Action
Write
- Workspace
- Name
  Required
Action
Search
- Workspace
- Project
  Required
- Name
  Required
Action
Search
- Premium_user_help_text
- Workspace
- Project
  Required
- Text
  Required
- Is Subtask?
- Mark Task as complete?
- Sort_by
- Sort Ascending?
- Has Attachment?
- Is Blocking?
- Is Blocked?
- Resource_subtype
- Custom_fields_help_text
Action
Search
- Workspace
- Name
  Required
- Team
- Notes
Action
Search or write
- Task ID
  Required
- Workspace
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Search or write
- Organization
  Required
- Status
Trigger
Scheduled
Try It
- Organization
  Required
- Status
- Type
Trigger
Scheduled
Try It
- Organization
  Required
- Payment_type
Trigger
Scheduled
Try It
- Organization
  Required
- Status
Trigger
Scheduled
Try It
- Organization
  Required
- Payment_type
Trigger
Scheduled
Try It
- Organization
  Required
Trigger
Scheduled
Try It
- Organization
  Required
Trigger
Scheduled
Try It
- Organization
  Required
- Invoice ID
  Required
- Note
  Required
Action
Write
- Organization
  Required
- Credit Note ID
  Required
- Invoice ID
  Required
- Amount
  Required
Action
Write
- Organization
  Required
- From Account
  Required
- To Account
  Required
- Amount
  Required
- Date
Action
Write
- Organization
  Required
- Contact
  Required
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Contact_name
  Required
- Primary Person - Email
- Status
- Date
- Due_date
- Currency
- URL
  Required
- Attachment
- Branding_theme
- Number
- Line_items_type
- Item Code
- Line_description
  Required
- Line_quantity
  Required
- Line_unit_amount
  Required
- Line_account_code
- Line_tax_type
- Line_tracking
Action
Write
- Organization
  Required
- Invoice_type
- Document ID or Number
  Required
- Paid To
  Required
- Date
- Currency_rate
- Amount
  Required
- Reference
Action
Write
- Organization
  Required
- Contact
  Required
- Date
- Delivery_date
- Order Number
- Reference
- Branding_theme
- Currency
- Tax_type
- Delivery_address
- Attention
- Telephone
- Delivery_instructions
- Attachments
- Status
Action
Write
- Organization
  Required
- Purchase Order
  Required
- Contact
- Update Method for Line Items
- Date
- Delivery_date
- Line Amount Types
- Purchase Order Number
- Reference
- Branding Theme
- Currency
- Status
- Sent to Contact
- Delivery Address
- Attention To
- Telephone
- Delivery Instructions
- Expected_arrival_date
Action
Write
- Organization
  Required
- Resource type
  Required
- File
  Required
Action
Write
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Include Online Invoice URL
Action
Search
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Is Sold
  Required
- Is Purchased
  Required
- Name
  Required
- Item Code
  Required
Action
Search or write

Learn how to automate Asana on the Zapier blog

Learn how to automate Xero on the Zapier blog

About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.

Learn more Help

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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.