Hub Planner Xero

Hub Planner + Xero Integrations

Put Hub Planner + Xero to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Hub Planner and Xero below — describe the exact one you want above and the Agent builds it on demand.

Hub Planner + Xero When a new or updated resource is added in Hub Planner, sync the resource details to update contact or employee records in Xero.
Generate invoices when project milestones finish When a task is completed in Hub Planner, automatically create an invoice in Xero so billing occurs immediately without delay. See details
Move project tasks when invoices become overdue When an invoice is marked overdue in Xero, automatically move the associated project task in Hub Planner to an on-hold stage. See details
Add task notes when client payments are received When a payment is received in Xero, automatically add a comment to the client task in Hub Planner confirming payment receipt. See details

Browse the full workflow library →

Looking to achieve something else with Hub Planner and Xero?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Hub Planner and Xero

Everything Hub Planner and Xero can do inside a workflow — the triggers that start one and the actions that run when it fires.

Hub Planner Explore Hub Planner →

A resource scheduling and project management tool designed for team planning, time tracking, and workload management.

Triggers
New Booking

Triggers when a new booking is created.

New or Updated Project

Triggers when a project is created or updated.

New or Updated Resource

Triggers when a resource is created or updated.

New or Updated Time Entry

Triggers when a new time entry is created or updated.

Actions
Create Booking

Create / Schedule a booking for resource and project or event.

Create Event

Creates a new event.

Create Milestone

Create a Milestone for a Project.

Create Project

Creates a new project.

Create Resource

Creates a new resource.

Create Time Entry

Create timeEntry for resource and project.

Xero Explore Xero →

Xero is an online accounting platform that helps small businesses manage invoicing, bank reconciliation, purchasing, and expenses.

Triggers
New Bank Transaction

Triggers when a new bank transaction is created.

New Bill

Triggers when you add a new bill. (Accounts Payable).

New Contact

Triggers when you add a new contact.

New Credit Note

Triggers when a new credit note is created.

New Employee

Triggers when a new employee is created (Exclusively for Australian Instances).

New Report

Triggers when you run or refresh one of the selected Xero report types (Balance Sheet, Profit & Loss, etc.).

Actions
Add Items to Existing Sales Invoice

Adds line items to an existing sales invoice.

Add Note to Invoice

Add a note which will appear in the invoice history.

Add or Update Stock Items

Creates or updates one or more stock items.

Allocate Credit Note to Invoice

Allocates a credit note to an invoice.

Create Bank Transaction

Creates a new Spend/Receive Money bank transaction.

Create Bank Transfer

Transfers money between two bank accounts.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Hub Planner + Xero

Is there a pre-built Hub Planner + Xero automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Hub Planner and Xero's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Hub Planner or Xero connector?

No. The Agent works whether or not Hub Planner or Xero already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Hub Planner with Xero help our finance team?

It reduces manual data entry by initiating invoices and expense updates automatically as project milestones are completed.

Can payment updates in Xero alter project tasks in Hub Planner?

Yes, when a payment is received or an invoice becomes overdue in Xero, you can automatically move or update tasks in Hub Planner.

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