Connect Trello and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
New/Updated Board
Card Archived
New Comment Added To Card
New Card Created
Add Attachment to Card
Add Checklist to Card
Add a Member to a Card
New Comment on Card
Card Is Copied
Card Deleted
Card Updated
Move Card from Board
Move Card to Board
Move List from Board
Move List to Board
Remove Checklist from Card
Remove Member from Card
Add Label to Card
New Label
Label Deleted
Label Updated
Remove Label from Card
Comment Deleted
Comment Updated
New List
List Updated
Add Member to Board
Add Member to Organization
Checklist Updated
New Checklist Item Added
Checklist Updated
Checklist Item Is Deleted
Move all Cards in List
Choose an Action
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
Ready to use Trello and Xero automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New/Updated Board
Triggers when a new board is added or updated
Card Archived
Triggers when a card is archieved in trello
New Comment Added To Card
Runs when new comment added
New Card Created
Runs when new card is created
Add Attachment to Card
Triggers when a new attachment is added to card
Add Checklist to Card
Triggers when a new checklist is added to card
Do thisActions
Action is the task that follows automatically within your Trello integrations.
Create Board
Create a new board
Create Trello Card
Create a new Trello card
Update Card
update card in trello
Add Comment to Card
Add a comment to a Trello card
Create List
Add a new list to a specified Trello board.
Move Card to List
Moves a specific Card to a list on a specific board
Know More About Trello and Xero Integrations
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Step by step guides to integrate Trello and Xero
Frequently Asked Questions
To start, connect both your Trello and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in Trello triggers actions in Xero (or vice versa).
Absolutely. You can customize how Trello 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 Trello 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 Trello 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 Trello
Track progress of tasks in one convenient place with a visual layout that adds 'ta-da' to your to-do's
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.
Learn More
