Connect Todoist and Xero
Integrate Todoist with Xero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Todoist + Xero flows
Start from a real workflow other teams are already running.
Choose a trigger
Todoist
When this happens...
Project Created
New Incomplete Task
New Complete Task
New Task Created in Project
Choose an action
Xero
Automatically do this!
Create or Update 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
Create or Update Contact in Xero when Project Created in Todoist
Use this flowCreate Project in Xero when Project Created in Todoist
Use this flowCreate Purchase Order in Xero when Project Created in Todoist
Use this flowCreate New Quote in Xero when Project Created in Todoist
Use this flowFind a Purchase Order in Xero when Project Created in Todoist
Use this flowFind Invoice in Xero when Project Created in Todoist
Use this flowFind Contact in Xero when Project Created in Todoist
Use this flowAdd Note to Invoice in Xero when Project Created in Todoist
Use this flowAdd Stock Items to Xero when Project Created in Todoist
Use this flowCreate Bank Transfer in Xero when Project Created in Todoist
Use this flowSupported Triggers & Actions
Everything you can automate between Todoist and Xero.
When this happensTriggers
A trigger is an event that starts a workflow.
Project Created
Runs when a new project is created in Todoist.
New Incomplete Task
Runs when a new incomplete task is added to the selected project within the last 15 minutes.
New Complete Task
Triggers when Task is completed.
New Task Created in Project
Runs when a new task is added to a selected project in Todoist.
New Contact
Triggers when you add a new contact
New Quote
Triggers when a new quote is created
Do thisActions
Action is the task that follows automatically within your Todoist integrations.
Find or Create Project
Find an exiting project or create a new project
Update Task
Updates an existing Todoist task with a new title, description, due date, labels, priority, duration, or assignee.
Complete Task
Marks a task as completed.
Create Task
Creates a new task in Todoist with the provided title and details.
Create Project
Creates a new Todoist project and optionally sets its color, parent project, favorite status, and view style (list or board).
Add Comment
Adds a comment to a selected Todoist task.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Todoist and Xero workflows.
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About Todoist
Todoist is a popular task management application that helps individuals and teams organize tasks and projects. Overall, Todoist is designed to help users increase productivity, stay organized, and effectively manage their tasks and projects, whether they're working individually or as part of a team.
Learn moreSimilar apps
About 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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Todoist and Xero accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Todoist and Xero as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Xero. No coding required.
Yes. You can set up a workflow where Todoist triggers actions in Xero, and a separate workflow where Xero triggers actions in Todoist. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Todoist and Xero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Todoist and Xero integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
