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
@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!
@Hannah Humbert - Simpla Workflows
Should have checked the power up library. Thanks.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
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.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
Online forums and learning are now in one easy-to-use experience.
By continuing, you accept the updated Community Terms of Use and acknowledge the Privacy Policy. Your public name, photo, and achievements may be publicly visible and available in search engines.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.