Connect and Integrate
Xero with Rocketlane

Connect Xero to Rocketlane and watch how much smoother your workflows can become with automation.

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Easy Steps to Connect
Xero and Rocketlane

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Select a trigger in Xero

Choose an event in Xero like “New Invoice Created,” to set off your automation.

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Automate an Action in Rocketlane

Connect your Rocketlane account and select an action like “Take action in Rocketlane” to make your work flow.

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Customize the Workflow

Build your Xero - Rocketlane automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Xero and Rocketlane
to Automate these Workflows

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Create Trello cards from new Xero sales invoices

Transform your workflow with Xero & Trello leading the way.

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Create Trello cards for new Xero payments

Xero + Trello: A duo that makes your tasks feel effortless!

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Create Trello lists from updated Xero contacts

Xero + Trello: A duo that makes your tasks feel effortless!

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Convert Freshsales deals to Rocketlane projects

Double the efficiency—Rocketlane + Freshsales team up for your success.

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About Xero

Xero is a cloud-based accounting software for small and medium-sized businesses to handle invoicing, bank reconciliation, financial reporting, and cash flow management. Xero allows users to track expenses, generate reports, and monitor financial performance from anywhere via a laptop or smartphone.
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About Rocketlane

Rocketlane is a collaborative customer onboarding platform/project management platform for Professional Service Automation (PSA) in onboarding, implementation, and services. It unifies project tasks, resources, communication, and customer interactions in one place to manage timelines, automate tasks, handle CSAT reporting, track budgets, and even create reusable templates.
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