Trello Xero

Trello + Xero Integrations

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

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

Trello + Xero When a new bank transaction occurs in Xero, create a card on Trello to track accounting review.
Generate invoices when project milestones finish When a task is completed in Trello, 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 Trello 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 Trello confirming payment receipt. See details

Browse the full workflow library →

Looking to achieve something else with Trello 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 Trello and Xero

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

Trello Explore Trello →

Trello is a visual project management tool that uses boards, lists, and cards to organize tasks and workflows.

Triggers
New Board

Triggers when a new board is added.

New Card

Triggers when a new card is added.

New Card Archived

Triggers when a Card is archived in Trello.

New Comment in Card

Triggers when a Comment is added to a Card in Trello.

New Activity

Triggers when there is activity in Trello.

Card Moved to List

Triggers when a Card is moved to a List in Trello, inside the same Board .

Actions
Create Checklist Item in Card

Creates a new checklist item in a card.

Add Member to Board

Adds a member to a board.

Create Board

Creates a new board.

Archive Card

Archives a card.

Add Attachment to Card

Adds one or more attachments to a specific card.

Add Label to Card

Adds an existing label to a specific card.

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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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.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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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.
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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.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

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FAQ

Common questions about Trello + Xero

Is there a pre-built Trello + Xero automation?

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

Does this require a pre-built Trello or Xero connector?

No. The Agent works whether or not Trello 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 Trello 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 Trello?

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

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