Integrate Xero with monday.com to automate your work

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monday.commonday.com
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

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

Select a trigger from Xero

A trigger is an event that starts your Zap and runs the workflow. For example, with Xero, a trigger could be "New Bank Transaction."
A trigger is the event that kicks off your automated workflow.

Setup an action from monday.com

An action is what takes place after the automation is triggered. For example, with monday.com, the action could be "Archive Board."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Xero to monday.com

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

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Make work flow with AI

Level up your Xero to monday.com 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 Xero + monday.com integrations

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

To connect monday.com with Xero, you can use an integration platform like ours. Once connected, you will be able to automate workflows such as creating invoices in Xero when a new item is created in monday.com.

When integrating monday.com with Xero, available triggers include new items created in monday.com boards or status changes on existing items that can prompt actions like creating invoices or updating records in Xero.

Through the integration, you can perform actions such as creating a new invoice, updating contacts, or adding payments in Xero based on changes or updates made in your monday.com boards.

Yes, you can customize which fields are synced between monday.com and Xero. During the setup of your integration workflow, you have control over field mappings to match your needs.

Data sync frequency can vary based on your settings. Typically, when a trigger event occurs in one platform (like a status change), it leads to an immediate action (such as invoice creation) without delay.

While our integration works seamlessly to handle most tasks between monday.com and Xero, limitations may include restrictions based on API call limits set by either platform, or specific data formats required by each system.

Currently, direct attachments from monday.com boards cannot be automatically added to invoices in Xero. However, you can manually add documents once they are created using our integration workflow for streamlined processes.

Connect Xero and monday.com 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 Xero and monday.com 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
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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.

    • Organization
      Required
    Trigger
    Scheduled
    Try It
    • Organization
      Required
    Trigger
    Scheduled
    Try It
    • Organization
      Required
    • Payment_type
    Trigger
    Scheduled
    Try It
    • Organization
      Required
    • Status
    Trigger
    Scheduled
    Try It
    • Organization
      Required
    • Status
    Trigger
    Scheduled
    Try It
    • Organization
      Required
    • Status
    • Type
    Trigger
    Scheduled
    Try It
    • Organization
      Required
    • Project State
    Trigger
    Scheduled
    Try It
    • Organization
      Required
    • Status
    Trigger
    Scheduled
    Try It

Learn how to automate Xero on the Zapier blog

Learn how to automate monday.com on the Zapier blog

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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.
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    monday logo
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    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.
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