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How Zapier works

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

Select a trigger from Trello

A trigger is an event that starts your Zap and runs the workflow. For example, with Trello, a trigger could be "New Board."
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 Trello to Xero

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

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Customers have created over 25 million Zaps on the platform

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

Make work flow with AI

Level up your Trello to Xero integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Trello + Xero integrations

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

How can I integrate Trello with Xero?

To integrate Trello with Xero, you can use Zapier, which is a tool that connects different applications together. The integration involves setting up triggers in Trello, such as 'New Card' or 'Card Moved,' and actions in Xero like 'Create Invoice' or 'Add Purchase Order.' This enables data to flow seamlessly between the two platforms based on specific events that occur in Trello.

What triggers are supported when integrating Trello with Xero?

When integrating Trello with Xero, possible triggers from Trello include 'New Card Created,' 'Card Updated,' and 'Due Date Approaching.' These triggers will initiate corresponding actions in Xero, allowing for automated entries or updates based on the activities within your Trello boards.

What actions can be performed in Xero with a Trello trigger?

Using a Trello trigger such as 'New Checklist Item Completed,' you can perform various actions in Xero like creating an invoice, updating an existing customer record, or adding a new invoice line item. The specific action taken depends on the setup within the integration.

Can I customize the data sent from Trello to Xero during integration?

Yes, our integration allows for customization of data sent from Trello to Xero. You can map fields between the two applications so that only relevant information is transferred. This includes selecting which card details go into invoice descriptions or customer records.

Is it possible to automate financial record keeping by linking Trello and Xero?

By linking Trello with Xero, you can automate aspects of financial record keeping. For instance, when a card is moved to a specific list indicating task completion, an invoice or purchase order could automatically be created in Xero. This reduces manual entry and improves accuracy.

How do I handle errors during the integration process?

If errors occur during the integration process between Trello and Xero, we recommend checking your trigger and action settings first. Ensure all fields are correctly mapped and both apps are properly authorized through Zapier. If problems persist, reaching out to support may help resolve complex issues.

Do I need any coding skills to set up the integration between Trello and Xero?

No coding skills are necessary to set up the integration between Trello and Xero using our tools. The interface allows users to create Zaps—custom automations—using simple clicks rather than code, making it accessible for users without technical expertise.

Connect Trello 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.

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.

  • Trello triggers, actions, and search
    New Board

    Triggers when a new board is added.

    Trigger
    Scheduled
    Try It
    • Board
    • List
    • Card
    Trigger
    Scheduled
    Try It
    • Activity
      Required
    • Board
    • List
    • Card
    Trigger
    Instant
    Try It
    • Board
    • Time Before
    • Time Before (Unit)
    • Status
    • Only cards where you're a member?
    Trigger
    Scheduled
    Try It
    • Board
    • List
    • Filter
    Trigger
    Scheduled
    Try It
    • Board
    • List
    • Card
    Trigger
    Scheduled
    Try It
    • Board
    • List
    • Card
    Trigger
    Instant
    Try It
    • Board
    • Card
    Trigger
    Instant
    Try It

Learn how to automate Trello on the Zapier blog

Learn how to automate Xero on the Zapier blog

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