Forums

Articles
Create
cancel
Showing results for 
Search instead for 
Did you mean: 

Updating Xero Projects from Trello

Kath Milo
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
July 13, 2022

Hi there

Does anyone know how to update Xero Projects automatically from Trello?

In particular, when a new project is added in Trello, I need the information to update in Xero Projects.

Thanks

2 answers

0 votes
Hannah Humbert - Simpla Workflows
Community Champion
July 14, 2022

@Kath Milo maybe also have a look into Zapier? They don't have an integration with Xero Projects, but you can set up an automation that creates/updates a contact in Xero when a new board is created. From there, I believe you can have it so a project gets automatically created in Xero projects using Xero's native integration. 

If you need a more ongoing sync of card information, there's also the Xero Projects power up.

Hope that helps! 

milynnus
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
July 14, 2022

@Hannah Humbert - Simpla Workflows 

Should have checked the power up library. Thanks. 

0 votes
milynnus
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
July 13, 2022

@Kath Milo 

My experience with help a client connect zero and Trello was the need to refresh the token so as to keep the connection between the two systems. Otherwise than that it is using the api  to update the partner system. This should be applicable to your use case. Using http request or webhook to update xero will be the two options available for you. 

Suggest an answer

Log in or Sign up to answer
TAGS
AUG Leaders

Atlassian Community Events