Connect Trello and Xero
Integrate Trello with Xero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Trello + Xero flows
Start from a real workflow other teams are already running.
Choose a trigger
Trello
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
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 Project in Xero when New/Updated Board in Trello
Use this flowCreate Purchase Order in Xero when New/Updated Board in Trello
Use this flowCreate New Quote in Xero when New/Updated Board in Trello
Use this flowFind a Purchase Order in Xero when New/Updated Board in Trello
Use this flowFind Invoice in Xero when New/Updated Board in Trello
Use this flowFind Contact in Xero when New/Updated Board in Trello
Use this flowAdd Note to Invoice in Xero when New/Updated Board in Trello
Use this flowAdd Stock Items to Xero when New/Updated Board in Trello
Use this flowCreate Bank Transfer in Xero when New/Updated Board in Trello
Use this flowGet Balance Sheet from Xero when New/Updated Board in Trello
Use this flowSupported Triggers & Actions
Everything you can automate between Trello and Xero.
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
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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Trello and Xero workflows.
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About Trello
Track progress of tasks in one convenient place with a visual layout that adds 'ta-da' to your to-do's
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 Trello 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 Trello 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 Trello triggers actions in Xero, and a separate workflow where Xero triggers actions in Trello. 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 Trello and Xero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Trello 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.
