Connect monday.com to Xero and the rest of your stack.
We connect monday.com to your accounting, CRM, forms, messaging and reporting tools, so data moves on its own and nobody re-keys it.
Sound familiar?
Your team is the integration.
- Invoices re-keyed from monday.com into Xero
- Leads copied from web forms into the CRM by hand
- Zaps and webhooks nobody understands any more
- Reports stitched together from exports every month
What's included
Reliable integrations, built and documented properly.
Xero and accounting
Quotes, jobs and invoices kept in step between monday.com and Xero.
CRM and sales tools
Connect monday CRM or Salesforce with the rest of your workflow.
Forms and documents
Form submissions, generated documents and e-signatures flowing into boards.
Email and SMS
Automated client updates and reminders by email or SMS.
Make.com scenarios
Advanced logic and routing built in Make.com when native automations are not enough.
Clean-up and documentation
Old Zaps and webhooks reviewed, consolidated and documented.
The outcome
Data that moves on its own.
No more re-keying
Fewer errors between systems
Reporting that is always current
How it works
Scoped, built and tested.
Map
We map every hand-off between your tools and agree what to automate.
Build
We build the integrations in monday.com and Make.com, with error handling.
Document
We test with real scenarios, document every flow and hand over.
Case studies
See it in practice
FAQs
Common questions
Do we need Make.com?
Not always. We use native monday.com integrations where they are enough and Make.com when you need more control or more complex logic.
Can you fix integrations someone else built?
Yes. We often review and consolidate existing Zaps, webhooks and scenarios.
Is our data secure?
We use official connectors and least-privilege access, and document every flow so you know exactly where data goes.
