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Monday.com & Xero Integration: Step by Step Tutorial

Become a Monday Expert for FREE - Sign Up for my Newsletter: https://www.productivitytools.io/mond... GET THE MAKE.COM BLUEPRINTS HERE FOR FREE ⤵️ https://productivity-tools.ck.page/xe... 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:    • Monday.com Webhooks: Step-by-Step Tutorial   🛠️ 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=p... Pandadoc: https://pandadoc.partnerlinks.io/8c0m... 🤝 Free Discovery Call https://calendly.com/patrick-kool/aut... 💼 LinkedIn   / 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