Hi, I’m trying to streamline our admin workflow by integrating Xero with monday crm mainly to avoid duplicated data entry and want to ask if anyone has experience in doing this. I am looking to sync the payment status and maybe create invoices on xero with information on the monday board if possible. I have been having difficulties on figuring out how to use Make.com and tools like Zapier has too limited actions per month for their free plan for my use case. Would like to know if anyone has any suggestions or tips on how I can approach this, whether it is advise on how to do it on Make.com or other solutions to this! Thank you!
Hi @Whitneyw
We’re highly experienced with the marketplace app integration by LuxieTech for monday.com and Xero accounting software. We can get you going with Make if you want but direct integration is recommended.
Feel free to reach out via teameasy@easy-mondays.com so we can align a time to connect and discuss.
Kind regards,
Team Easy 