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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:
https://www.youtube.com/watch?v=6GyN2KsBgto&t=161s&ab_channel=PatrickKool-MondayTutorials
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Pandadoc: https://pandadoc.partnerlinks.io/8c0mg7zosj1m
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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