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Updating Xero Projects from Trello

Kath Milo
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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

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Hannah Humbert - Simpla Workflows
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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
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July 14, 2022

@Hannah Humbert - Simpla Workflows 

Should have checked the power up library. Thanks. 

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milynnus
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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. 

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