Monday.com & Xero Integration: Step by Step Tutorial

Become a Monday Expert for FREE - Sign Up for my Newsletter: https://www.productivitytools.io/monday-workflow-secrets-newsletter?utm_source=YouTube&utm_medium=Monday.com+%26+Xero+Integration GET THE MAKE.COM BLUEPRINTS HERE FOR FREE ⤵️ https://productivity-tools.ck.page/xero-integration ABOUT THIS VIDEO Learn how to integrate Monday.com and Xero by using Make.com In this video, I cover: - How to create & send invoices from Monday.com via Xero - How to update Monday.com based on invoice behavior (created & sent) - How to upload the invoice to Monday.com - How to prevent errors with error handling modules The formula I show in the video is attached to the Make.com blueprints, because YouTube doesn't allow me to add curly brackets in the description. Monday.com Webhook Tutorial: https://www.youtube.com/watch?v=6GyN2KsBgto&t=161s&ab_channel=PatrickKool-MondayTutorials 🛠️ MY TOOLS (these contain affiliate links that give me a kickback fee. Thank you!) Monday.com: https://try.monday.com/patrick-kool Make: https://www.make.com/en/register?pc=patrickkool Pandadoc: https://pandadoc.partnerlinks.io/8c0mg7zosj1m 🤝 Free Discovery Call https://calendly.com/patrick-kool/automation-discovery-call?utm_source=YouTube&utm_medium=Monday.com+%26+Xero+Integration 💼 LinkedIn https://www.linkedin.com/in/patrick-kool/ 💪🏻 WORK WITH ME Interested in tailor-made solutions to take your processes to the next level? Please send me an email: [email protected] ------------------------ Chapters: 00:00 Intro 00:55 What are we going to cover? 1:35 Monday.com Board Structure 6:57 Connect Monday.com to Make.com 17:39 Find or create a contact in Xero 33:38 Create an invoice in Xero 42:37 Save the invoice file to Monday.com 50:19 Send invoice from Monday.com 57:45 Best Practice Tips 1:00:27 Free ways to support the channel