Xero monday.com

Xero + monday.com Integrations

Put Xero + monday.com to work with AI and enterprise-grade automation

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

Xero + monday.com When a new bank transaction is recorded in Xero, add a new row to track financial updates on monday.com.
Generate invoices when project milestones finish When a task is completed in monday.com, 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 monday.com 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 monday.com confirming payment receipt. See details

Browse the full workflow library →

Looking to achieve something else with Xero and monday.com?

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

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Triggers & actions for Xero and monday.com

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

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.

monday.com Explore monday.com →

monday.com is a work operating system that enables teams to manage projects, automate workflows, and track task progress.

Triggers
Any Column Value Changed in Board

Triggers when any column's value is changed in the selected board.

New Item in Board

Triggers when an item is created in a specific board.

Item Moved to Group (Same or Different Board)

Triggers when an item is moved to a group (same or different board).

New Board

Triggers when a new board is created.

New Subitem on Board

Triggers when a new subitem on a specific board is created.

Specific Columns Values Changed in Board

Triggers when one of the specified columns' value is changed in the selected board.

Actions
Archive Board

Archives a board

Archive Group

Archives a specific group in a board

Archive Item

Archives an item

Update Item Name

Update an item's name

Update Item

Change multiple column values of an item

Create Board

Creates a new board

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Customer Stories

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

#1 in Ease of Integrations

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FAQ

Common questions about Xero + monday.com

Is there a pre-built Xero + monday.com automation?

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

Does this require a pre-built Xero or monday.com connector?

No. The Agent works whether or not Xero or monday.com 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 monday.com 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 monday.com?

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

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