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Connect Xero Accounting to Trello

Use 4 documented Xero Accounting triggers to run 24 documented Trello actions.

4 source triggers
24 target actions
Reverse direction supported

Why Connect Xero Accounting & Trello?

Start with a Xero Accounting event

Choose from 4 documented triggers, including New or Updated Contact, New or updated invoice, New or Updated Quote.

Run a Trello action

Send the event into one of 24 documented actions, such as Add Attachment To Card, Add Checklist, Add Comment.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Xero Accounting logo

Xero Accounting

Triggers (4)

New or Updated Contact

Emit new notifications when you create a new or update existing contact

polling
New or updated invoice

Emit new notifications when you create a new or update existing invoice

polling
New or Updated Quote

Emit new event each time a quote is added or updated. See the documentation

polling
Webhook Event Received (Instant)

Emit new event for each incoming webhook notification. To create a Xero Webhook, please follow the instructions here.

webhook

Actions (24)

Add Items to Existing Sales Invoice

Adds line items to an existing sales invoice. See the docs here

Bank Statements Report

Gets bank statements for the specified bank account.

Create Bank Transaction

Create a new bank transaction See the documentation

Create Bill

Creates a new bill (Accounts Payable)See the docs here

Create Credit Note

Creates a new credit note.

Create Employee

Creates a new employee.

Create History Note

Creates a new note adding it to a document.

Create Item

Creates a new item.

Create or update contact

Creates a new contact or updates a contact if a contact already exists. See the docs here

Create or Update Contact

Creates a new contact or updates if the contact exists.

Create Payment

Creates a new payment

Create Purchase Bill

Creates a new purchase bill.

Create Sales Invoice

Creates a new sales invoice. See the documentation

Create tracking category

Create a new tracking category See the documentation.

Delete tracking category

Delete a tracking category by ID See the documentation.

Delete tracking category option

Delete a tracking category option by ID See the documentation.

Download Invoice

Downloads an invoice as pdf file. File will be placed at the action's associated workflow temporary folder.

Email an Invoice

Triggers the email of a sales invoice out of Xero.

Find contact. Optionally, create one if none are found

Finds a contact by name or account number. Optionally, create one if none are found. See the docs here

Find Invoice

Finds an invoice by number or reference.See the docs here

Find or Create Contact

Finds a contact by name or email address. Optionally, create one if none are found. See the docs here

Get Bank Summary

Gets the balances and cash movements for each bank account.

Get Contact

Gets details of a contact.

Get History of Changes

Gets the history of changes to a single existing document.

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Trello

Triggers (12)

Card Moved (Instant)

Emit new event each time a card is moved to a list.

webhook
New Card (Instant)

Emit new event for each new Trello card on a board.

webhook
Card Updated (Instant)

Emit new event for each update to a Trello card.

webhook
New Label Added To Card (Instant)

Emit new event for each label added to a card.

webhook
New Notification

Emit new event for each new Trello notification for the authenticated user.

polling
Card Due Date Reminder

Emit new event at a specified time before a card is due.

polling
New Member on Card (Instant)

Emit new event for each member that join in a card.

webhook
Card Archived (Instant)

Emit new event for each card archived.

webhook
Custom Webhook Events (Instant)

Emit new events for activity matching a board, event types, lists and/or cards.

webhook
New Attachment (Instant)

Emit new event when a new attachment is added on a board.

webhook
New Board (Instant)

Emit new event for each new board added.

webhook
New Board Activity (Instant)

Emit new event for new activity on a board.

webhook

Actions (24)

Add Attachment To Card

Adds a file attachment on a card. See the documentation

Add Checklist

Adds a new checklist to a card. See the documentation.

Add Comment

Create a new comment on a specific card. See the documentation.

Add Existing Label to Card

Adds an existing label to the specified card. See the documentation.

Add Member to Card

Adds a member to the specified card. See the documentation.

Archive Card

Archives a card. See the documentation.

Complete a Checklist Item

Completes an existing checklist item in a card. See the documentation.

Create a Board

Create a new Trello board or copy from an existing one. See the documentation.

Create a Checklist Item

Creates a new checklist item in a card. See the documentation.

Create a List

Creates a new list. See the documentation.

Create Card

Creates a new card. See the documentation.

Create Label

Creates a new label on the specified board. See the documentation.

Delete Checklist

Deletes the specified checklist. See the documentation.

Find a Label

Finds a label on a specific board by name. See the documentation

Find a List

Finds a list on a specific board by name. See the documentation.

Get Board

Request a single board. See the documentation.

Get Card

Gets a card by its ID. See the documentation.

Get Cards In A List

List the cards in a list. See the documentation.

Get Cards On A Board

Get all of the open Cards on a Board. See the documentation.

Get List

Get information about a List. See the documentation.

Get Member

Gets a member by their ID. See the documentation

List Boards

Lists the boards that the user is a member of. See the documentation

List Organization IDs Options

Retrieves available options for the Organization IDs field.

Move Card to List

Moves a card to the specified board/list pair. See the documentation.

Integration Features

4 documented Xero Accounting triggers
24 documented Trello actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Trello to Xero Accounting direction

Capability Examples

Xero Accounting trigger → Trello action

Catalog example
Xero AccountingXero Accounting

New or Updated Contact

TrelloTrello

Add Attachment To Card

Trello trigger → Xero Accounting action

Reverse direction
TrelloTrello

Card Moved (Instant)

Xero AccountingXero Accounting

Add Items to Existing Sales Invoice

How It Works

1

Connect Apps

Authenticate your Xero Accounting and Trello accounts

2

Choose a Trigger

Select a documented Xero Accounting event

3

Choose an Action

Select the documented Trello operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 4 documented Xero Accounting triggers.

Automated Actions

Run one of 24 documented Trello actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Trello to Xero Accounting for bidirectional automation

View Integration
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All Xero Accounting Integrations

Explore all available Xero Accounting connections

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All Trello Integrations

Explore all available Trello connections

View All Integrations

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