Todoist + Xero Integration

Integrate Todoist to Xero in one click, or tell Integrately AI how you want each task handled. Create contacts, generate sales invoices, add payments, and update your financial records automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Todoist
    Task is created in Todoist
  • Todoist
    Task is completed in Todoist Instant
  • Todoist
    Task is updated in Todoist Instant
  • Todoist
    Task is incompleted in Todoist Instant
  • Todoist
    Task is deleted in Todoist Instant
  • Todoist
    Project is created in Todoist
  • Todoist
    Label is created in Todoist
  • Todoist
    Label is updated in Todoist Instant
  • Todoist
    Label is deleted in Todoist Instant
  • Todoist
    Section is created in Todoist
  • Todoist
    Section is updated in Todoist Instant
  • Todoist
    Comment is added in Todoist Instant
  • Todoist
    Comment is updated in Todoist Instant
  • Todoist
    Comment is deleted in Todoist Instant
  • Todoist
    Project is updated in Todoist Instant
  • Xero
    Contact is created/updated in Xero
  • Xero
    Contact (supplier) in Xero
  • Xero
    Sales Invoice is created/updated in Xero
  • Xero
    Expense claim receipt is created/updated in Xero
  • Xero
    Payment is created/updated in Xero
  • Xero
    Quote is created/updated in Xero
  • Xero
    Account is created/updated in Xero
  • Xero
    Item is created/updated in Xero
  • Xero
    Purchase Order is created/updated in Xero
  • Xero
    Bill is created/updated in Xero
  • Xero
    Bank Transfer is created in Xero
  • Xero
    Bank Transaction is created/updated in Xero
  • Xero
    User is created/updated in Xero
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2.
  • Todoist
    Create task in Todoist
  • Todoist
    Add comment to task in Todoist
  • Todoist
    Search task by name in Todoist
  • Todoist
    Mark task as completed in Todoist
  • Todoist
    Update task in Todoist
  • Todoist
    Delete task in Todoist
  • Todoist
    Create project in Todoist
  • Todoist
    Add comment to project in Todoist
  • Todoist
    Create label in Todoist
  • Todoist
    Create section in Todoist
  • Todoist
    Get project by Id in Todoist
  • Xero
    Search item by name in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Create item code in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Create task in Xero
  • Xero
    Create project in Xero
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create sales invoice in Xero
  • Xero
    Create sales invoice for existing contact in Xero
  • Xero
    Search sales invoice in Xero
  • Xero
    Get sales invoice by id in Xero
  • Xero
    Create contact in Xero
  • Xero
    Search contact by email address in Xero
  • Xero
    Search contact by name in Xero
  • Xero
    Update contact in Xero
  • Xero
    Search contact by account number in Xero
  • Xero
    Create payment in Xero
  • Xero
    Create quote in Xero
  • Xero
    Create bill in Xero
  • Xero
    Create purchase order in Xero
  • Xero
    Add items to existing sales invoice in Xero
  • Xero
    Send sales invoice by email in Xero
  • Xero
    Search item in Xero
  • Xero
    Create bank transfer in Xero
  • Xero
    Create credit note in Xero
  • Xero
    Create bank transaction in Xero
  • Xero
    Search account in Xero

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Ready Workflows Ready Workflows for Todoist + Xero Integration

Create contacts from tasks, generate invoices from projects, log payments, and keep financial records updated, all in just one click.

Most popular automationmost-popular-automations
Xero + Todoist Integration

Create Todoist task for new Xero contact

Xero and Todoist are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Xero, do you also create a task in Todoist? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Todoist + Xero flow

Keep your team updated, push records to storage, and trigger follow-up actions across your favourite platforms as your workflows run. Pick a combination and activate it in one click.

Todoist
Xero
+
SlackSlack (6)
+
Google DriveGoogle Drive (4)
+
GmailGmail (4)
+
StripeStripe (3)
+
Google CalendarGoogle Calendar (3)
+
HubSpotHubSpot (3)
T
X
S
Create a Xero contact from a new Todoist task, and notify your sales channel in Slack
New Todoist tasks immediately generate Xero contacts while notifying your sales channel in Slack, removing manual data entry.
X
T
S
When a sales invoice is created in Xero, create a task in Todoist and notify the finance team in Slack
New Xero invoices automatically generate tracking tasks in Todoist and alert your finance team in Slack.
X
T
S
When a Xero payment is created, mark the matching Todoist task as completed and notify the team in Slack
Completed payments in Xero instantly mark Todoist tasks as done and post updates in Slack.
T
X
S
Create a Xero bill for every Todoist task marked for accounting review, and alert the finance team in Slack
Todoist tasks tagged for review automatically generate Xero bills while alerting your finance channel in Slack.
T
C
X
S
Use Claude to summarise every new Todoist project note, create a Xero project, and post the brief in Slack
Claude summarises new Todoist project notes to create structured Xero projects, with summaries posted in Slack.
T
X
G
S
When a Todoist task is completed, create a Xero sales invoice, create a Google Drive folder, and notify the team in Slack
Completed Todoist tasks generate Xero invoices and Google Drive folders, with instant Slack notifications.

Supported triggers and actions for Todoist and Xero

Mix and match to build the exact automation you need

Todoist
Todoist Triggers & Actions
Task is created in Todoist
Triggers the automation when a new task is created
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Instant
Task is completed in Todoist
Triggers the automation when any task is completed
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Instant
Task is updated in Todoist
Triggers the automation when any task is updated
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Instant
Task is incompleted in Todoist
Triggers the automation when a task remains due past the due date
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Instant
Task is deleted in Todoist
Triggers the automation when a task is deleted
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Project is created in Todoist
Triggers the automation when a new project is created
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Label is created in Todoist
Triggers the automation when a new label is created
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Instant
Label is updated in Todoist
Triggers the automation when a label is updated
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Instant
Label is deleted in Todoist
Triggers the automation when any label is removed from the system
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Section is created in Todoist
Triggers the automation when a section is created
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Instant
Section is updated in Todoist
Triggers the automation when a section is updated
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Instant
Comment is added in Todoist
Triggers the automation when a comment is added
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Instant
Comment is updated in Todoist
Triggers the automation when a comment is updated
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Instant
Comment is deleted in Todoist
Triggers the automation when a comment is deleted
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Instant
Project is updated in Todoist
Triggers the automation when a project is updated
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Create task in Todoist
Creates a new task
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Add comment to task in Todoist
Adds a comment to a task
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Search task by name in Todoist
Searches for a task by name
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Mark task as completed in Todoist
Marks the task as completed
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Update task in Todoist
Updates the task with new information or changes
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Delete task in Todoist
Removes a particular task
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Create project in Todoist
Creates a new project
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Add comment to project in Todoist
Adds comments to a project for better collaboration and communication
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Create label in Todoist
Generates a new label
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Create section in Todoist
Creates a new section
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Get project by Id in Todoist
Retrieves project information using the project id
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Xero
Xero Triggers & Actions
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
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Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
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Sales Invoice is created/updated in Xero
Triggers the automation when a sales invoice is created or updated
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Expense claim receipt is created/updated in Xero
Triggers the automation when any expense claim receipt is created or updated
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Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
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Quote is created/updated in Xero
Triggers the automation when a quote is created or updated
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Account is created/updated in Xero
Triggers the automation when an account is created or updated
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Item is created/updated in Xero
Triggers the automation when an item is created or updated
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Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
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Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
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Bank Transfer is created in Xero
Triggers the automation when a bank transfer occurs
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Bank Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
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User is created/updated in Xero
Triggers the automation when a user is created or updated
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Search item by name in Xero
Locates and retrieves particular item information
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Get online invoice URL in Xero
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Update invoice items in Xero
Updates the items in an invoice
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Create item code in Xero
Generates new unique item code
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Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
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Add attachment to contact in Xero
Attach files or documents to contact profiles
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Create task in Xero
Creates a new task
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Create project in Xero
Creates a new project
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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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Create sales invoice in Xero
Generates a new sales invoice with pre-filled details
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Create sales invoice for existing contact in Xero
Generates a new sales invoice for an existing contact
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Search sales invoice in Xero
Searches for a sales invoice
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Get sales invoice by id in Xero
Retrieves a sales invoice using the unique invoice id
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Create contact in Xero
Adds a new contact to the database
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Search contact by email address in Xero
Finds and retrieves contact information using their email address
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Search contact by name in Xero
Finds information about a contact using the name
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Update contact in Xero
Updates contact information with new details
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Search contact by account number in Xero
Retrieves contact information based on the provided account number
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Create payment in Xero
Generates and process a payment transaction
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Create quote in Xero
Generates a new quote with pre-filled information
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Create bill in Xero
Generates a new bill for the customer
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Create purchase order in Xero
Generates a purchase order for approved requests
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Add items to existing sales invoice in Xero
Adds selected items to an existing sales invoice
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Send sales invoice by email in Xero
Sends a sales invoice by email
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Search item in Xero
Locates and retrieves particular item information
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Create bank transfer in Xero
Initiates a bank transfer
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Create credit note in Xero
Generates a credit note for returned items
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Create bank transaction in Xero
Generates a bank transaction
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Search account in Xero
Searches for account information
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What can you automate with Todoist + Xero?

Connect your task management and accounting workflows to eliminate manual data entry and keep your business data synchronised.

What you can automate?
Automate core task and accounting sync
Instantly create Xero contacts, invoices, and bills the moment tasks or projects are created in Todoist, keeping your financial records fully up to date.
📋
Capture every submitted task detail
Map all available Todoist task descriptions, project labels, and comment fields directly into Xero records instead of just basic titles.
🔔
Alert the right person instantly
Notify your finance or management teams in Slack the moment new invoices are generated or payment milestones are reached in Xero.
🔀
Route workflows based on task fields
Trigger different accounting actions in Xero depending on specific priorities, labels, or categories assigned within your Todoist tasks.
🔄
Keep financial records updated in real time
Automatically update sales invoices, contact details, and project logs across both apps as work progresses throughout your business week.
🛡️
Add or update instead of creating duplicates
Search existing contacts and invoices in Xero before writing data, ensuring clean records without duplicate entries.
💰
Handle later payment and invoice status changes
Mark tasks as completed in Todoist automatically when Xero payments are received or invoices are marked paid.
🌐
Extend your workflow to supporting apps
Connect Todoist and Xero with Slack, Google Drive, Gmail, or Stripe to build comprehensive multi-step automation pipelines.
And much more...

Who is Todoist + Xero integration for?

Connecting Todoist and Xero eliminates manual data entry between your tasks and accounting books, ensuring accurate financials for every team.

Financial Controllers
Financial Controllers
Project Managers
Project Managers
Client Success Leads
Client Success Leads
Operations Directors
Operations Directors
Billing Specialists
Billing Specialists
Business Owners
Business Owners
📈
Financial Controllers
You rely on accurate ledger numbers to report company health, but delayed data entry leaves your financial reports out of sync with actual task progress — this integration means every transaction and task update reflects instantly in your books.
Project Managers
You need to act fast on client deliverables and billing milestones, but finding out about payment delays too late stalls your project timeline — connecting these apps means your billing records and task boards stay perfectly aligned.
🤝
Client Success Leads
You answer to external clients who expect prompt invoicing and transparent task execution, but manual handoffs create frustrating delays — automating both apps means invoices and task updates occur seamlessly without manual intervention.
📊
Operations Directors
The volume of daily client tasks and invoices is too high for your team to keep up with by hand, leading to costly clerical errors — this integration means every task submission and financial entry flows automatically without human error.
💼
Billing Specialists
You own the invoicing process and depend on team members upstream to hand over completed tasks, but missing notifications stall your billing cycle — with this integration, completed tasks immediately trigger sales invoices and payment logs.
🔍
Business Owners
You need a reliable history of operational tasks and accounting records, but fragmented systems keep leaving audit gaps in your records — connecting these apps means your business history remains complete and fully auditable.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Todoist + Xero

Build and manage your Todoist + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Todoist + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Todoist to Xero?
Frequently Asked Questions
You can connect Todoist to Xero in just 1 click using ready-made templates on Integrately, or by using Integrately AI to configure your workflow. You can also connect supporting apps like Slack, Google Drive, Gmail, Stripe, Google Calendar, and HubSpot.
Can I automatically create Xero invoices from Todoist tasks?
Frequently Asked Questions
Can I connect Todoist, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Todoist and Xero?
Frequently Asked Questions
How does Todoist data trigger actions in Xero?
Frequently Asked Questions
Can Xero payment updates mark Todoist tasks as completed?
Frequently Asked Questions
Do I need coding skills to automate Todoist and Xero?
Frequently Asked Questions
Is the Todoist and Xero integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Todoist or Xero With 1500+ Other Apps

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Xero
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Sync Xero with CRM, payment processing, and reporting tools to keep your financial workflow connected.
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