Connect Asana and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
New Story
Completed Task
New Tag Created
New Comment
New Project
Choose an Action
Automatically do this!
Create a Contact
Create Project
Create Purchase Order
Create New Quote
Find a Purchase Order
Find Invoice
Find Contact
Add Note to Invoice
Add Stock Items
Create Bank Transfer
Create an Xero Invoice
Get Balance Sheet
Get Report of Profit and Loss
Ready to use Asana and Xero automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggered when a New Task is created in a Project.
New Story
Triggeres when a new story is added to a task.
Completed Task
Triggered when a task within a project is marked as completed. Does not trigger on completed subtasks.
New Tag Created
Triggeres when you create a new tag
New Comment
Triggers when a new comment is added on a task.
New Project
Triggers when a new Project is created.
Do thisActions
Action is the task that follows automatically within your Asana integrations.
Create a Project
Add a new project.
Delete a project
Deleting a project using project gid.
Create a Task
Creats a new task.
Update a Task
Update an existing task.
Create Section
Create a new section in the selected Asana project; optionally insert it before or after an existing section.
Create Subtask
Create a subtask under a specified parent task in Asana.
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Frequently Asked Questions
To start, connect both your Asana and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in Asana triggers actions in Xero (or vice versa).
Absolutely. You can customize how Asana data is recorded in Xero. This includes choosing which data fields go into which fields of Xero, setting up custom formats, and filtering out unwanted information.
The data sync between Asana and Xero typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Asana and Xero. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Asana
Organize your work and boost your team's productivity with Asana. This easy-to-use app helps you manage tasks, projects, and deadlines all in one place.
Learn MoreAbout Xero
Xero is a cloud-based accounting software platform for small and medium-sized businesses. It connects business owners with their financial data and advisors anytime, anywhere, on any device.
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