Raising invoices from monday.com to Xero

Platform discussions monday apps & integrations
1

Dear All, please note that I am keen to work with a monday specialist in automating monday board task to raise invoices into xero:

  1. create a new customer
  2. raising new invoice directly from monday records
    i am aware of zapier or make.com but i want to work with a developer in this automation;the idea is that upon having input the new inoice details in monday, will trigger the creation of new customer (if not existing), then raise new invoice: name, amount, quote, vat, description, item, etc, resulting in total and sending after approved
2

Hi Adrian,

I have built similar monday to Xero automations for clients.
Nothing against Zapier or Make, but a direct integration using APIs gives more control and fewer issues.
Happy to scope this out with you and keep things clean and simple.

You can reach out to me on my email here

Colin