Asana + Xero

Create tasks in Asana for each new sales invoice in Xero

Stay on top of your business tasks with this time-saving workflow. Whenever a new sales invoice is created in Xero, a corresponding task is instantly crafted in Asana. This automation not only ensures your tasks align with your sales activity, but also increases efficiency by eliminating manual data input. Experience a seamless integration between Xero and Asana that enhances task management and boosts productivity.

Stay on top of your business tasks with this time-saving workflow. Whenever a new sales invoice is created in Xero, a corresponding task is instantly crafted in Asana. This automation not only ensures your tasks align with your sales activity, but also increases efficiency by eliminating manual data input. Experience a seamless integration between Xero and Asana that enhances task management and boosts productivity.

  1. When this happens...
    XeroXero
    New Sales Invoice

    Triggers when a new Sales Invoice (Accounts Receivable) is created.

    TriggerInstant
  2. automatically do this!
    AsanaAsana
    Create Task

    Adds a new task.

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    • Days OverdueRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    • Project State

    Trigger
    Scheduled
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    • OrganizationRequired

    • Status

    Trigger
    Scheduled
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    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
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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.
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Related categories

  • Project Management

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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

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