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monday.com to Xero,
fully automated.
When a monday.com item reaches the right status, your Xero contact is created, the draft invoice is generated, and your team is notified. All without touching a keyboard. Choose the integration depth that fits your business.
Choose your integration
Three tiers. One goal: no manual entry.
Pick the level that matches your volume and complexity. All tiers are built by Wisely, tested before handover, and supported post-launch.
Smarter sync. More fields, more control.
Everything in Small, plus conditional logic, multiple invoice line-item templates, scheduled batch runs, and a reconciliation report so you always know what's in sync.
From $7,000
one-off build + setup documentation
What's included
- Everything in Small
- Conditional invoice templates based on item type or client
- Multiple line-item columns mapped to Xero account codes
- Scheduled batch reconciliation (daily or weekly)
- Custom field mapping per board
- Admin dashboard in monday.com showing sync status per item
Live workflow
How it works
What happens when the status changes.
The workflow starts the moment a monday.com item status is set to your trigger label. Everything from there is automatic.
Status trigger
A monday.com item status column is set to your trigger label: 'Ready to Invoice', 'Approved', or any label you choose.
Automation fires
A webhook fires and our automation layer picks it up, reads the item's columns, and applies any conditional logic you've configured.
Xero contact checked
The automation searches Xero for an existing contact matching your client's name or email. If none exists, a new contact is created from the monday.com item fields.
Draft invoice created
A draft invoice is created in Xero against the contact, with line items, quantities, and account codes mapped from your monday.com board columns.
Team notified
A notification is sent via Slack, email, or both. The monday.com item is updated to confirm the invoice was created.
Status trigger
A monday.com item status column is set to your trigger label.
Automation fires
A webhook fires and our automation layer processes the item's columns.
Xero contact checked
Existing contact matched or new one created from item fields.
Draft invoice created
Draft invoice created with line items mapped from monday.com columns.
Team notified
Slack or email notification sent, item updated to confirm.
Large tier: Xero talks back.
In the Large tier, a webhook listener runs continuously on the Xero side. When a Xero invoice status changes (Approved, Sent, Paid, Overdue) the automation catches that event and updates the corresponding monday.com item status column automatically. Your board becomes a real-time mirror of your accounts receivable.
Why automate
Self-hosted. No per-task pricing. Fully auditable.
We build monday.com–Xero integrations on a self-hosted automation platform that runs on your own infrastructure (or ours), has no per-execution fees, and gives you a visual workflow you can see, test, and modify. No black boxes.
No per-execution costs
Unlike consumer automation tools, our platform runs unlimited workflow executions for a fixed monthly cost.
Self-hosted or cloud
We can host the automation instance for you, or run it on your own server. Either way, you own the environment entirely.
Full audit trail
Every workflow execution is logged. You can see exactly what data was sent, what Xero returned, and what happened next.
Extensible
As your needs grow, new triggers, steps, and destination systems can be added to the same workflow without a rebuild.
Credential security
Xero and monday.com API credentials are stored as encrypted secrets, never exposed in workflow code.
Compare tiers
Which tier is right for you?
| Feature | Small | Medium | Large |
|---|---|---|---|
| Status-triggered webhook | |||
| Create/match Xero contact | |||
| Generate draft invoice | |||
| Slack / email notification | |||
| Conditional invoice templates | · | ||
| Multiple line-item columns | · | ||
| Daily reconciliation report | · | ||
| Admin sync-status dashboard | · | ||
| Bi-directional status sync | · | · | |
| Xero → monday.com status updates | · | · | |
| Conflict detection & audit log | · | · | |
| Annual health check (first year) | · | · | |
| Starting from | From $3,600 one-off build + one hour of training | From $7,000 one-off build + setup documentation | From $13,000 one-off build + testing + handover |
Ready to connect monday.com with Xero?
Tell us which tier fits and we'll map out the integration against your current board setup.