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Asana + Xero
Integration + Automation
Every customer gets access to every connector with the Tray Platform. Build automated processes with clicks-or-code and do more, faster.
Asana and Xero Solutions
Uses
All, Finance and Accounting
Business professionals that want to integrate Asana with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.
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Integrate with any app with our unique Universal Connector
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Easily use our drag-and-drop workflow builder
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Receive hands-on Asana support for ensured success
By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.
Asana
Connection Type
Tray Connector
Triggers
Manual
Scheduled
Webhook
Operations
Add custom field to portfolio
Add custom field to project
Add drop-down option to custom field
Add members to portfolio
Add members to project
Xero
Connection Type
Tray Connector
Triggers
Webhook
Operations
Create invoice notes
Create/update invoice
Delete invoice
Email invoice
Get account
Automation Templates
Create Asana Tasks from new Salesforce Accounts
Sync Salesforce Tasks into Asana as Tasks
Create Asana Projects from new Salesforce Accounts
Create Asana Projects from new Salesforce Opportunities
Create Asana Projects from new Copper Opportunities
Create Asana Projects from new Pipedrive Deals
Sync Asana Tasks to Salesforce
Create Asana tasks from new Google Form submissions
Create Asana Tasks from new Salesforce Opportunities
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Make anything happen.
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The Tray Platform is...
Flexible
Connect to anything
Access every endpoint
Automate any event
Easy
Visual and intuitive UX
Clicks-or-code automation
Collaborative development
Powerful
Logical operators
Advanced capabilities
Real-time logs
Scalable
Logical operators
Advanced capabilities
Real-time logs
Trusted
Secure (SOC2 II, GDPR, HIPAA)
Built-in 2FA + full encryption
Role-based access
