Asana to Xero Integration | MESA

Connect Asana to Xero and automate your tasks

Describe to build

Activity reports

Fully supported

MESA's Asana to Xero integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes.

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Why integrate Asana with Xero

The Asana to Xero integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

Order automation →

Turn Shopify orders into Asana tasks without manual handoff

When an order comes in with specific conditions — a custom request, a wholesale flag, a high-value purchase — MESA creates an Asana task with the relevant details already filled in. Your team picks up the work without anyone transcribing order data by hand.

Data integration →

Keep Asana project status in sync with Shopify events

When a product goes live, a fulfillment is completed, or an order is cancelled in Shopify, MESA updates the corresponding Asana task or project status. Your team's view of work reflects what's actually happening in your store without manual updates.

Enterprise automation →

Trigger Shopify actions when Asana work is marked done

When a task is completed in Asana — a design approved, a product reviewed, a vendor confirmed — MESA kicks off the next step in Shopify. Your internal project milestones connect directly to your storefront operations.

Data integration →

Send every Shopify order to Xero without manual entry

When an order is placed, MESA creates the corresponding record in Xero — customer, line items, amount — automatically. Your accounts stay current from the moment a sale happens without anyone re-entering data.

Order automation →

Generate Xero invoices from Shopify wholesale orders

When a B2B or wholesale order comes in, MESA creates an invoice in Xero and routes it to the right customer account. Your billing runs without the manual step between your store and your accounting software.

Customer experience →

Keep customer records consistent across Shopify and Xero

When a new customer places their first order, MESA creates or updates their record in Xero to match Shopify. Your accounting and your storefront always reflect the same customer without periodic reconciliation.

Build any Asana and Xero automation

MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.

Account Updated

Starts when a new account is updated.

Contact Updated

Starts when a contact is updated.

Employee Updated

Starts when an employee is updated.

Expense Claim Updated

Starts when an expense claim is updated.

Invoice Updated

Starts when an invoice is updated.

Payment Updated

Starts when a payment is updated.

Purchase Order Updated

Starts when a purchase order is updated.

Quote Updated

Starts when a quote is updated.

Receipt Updated

Starts when a receipt is updated.

User Updated

Starts when an user is updated.

Project Added

Starts when a project is added.

Project Changed

Starts when a project is changed.

Project Deleted

Starts when a project is deleted.

Task Added

Starts when a task is added.

Task Changed

Starts when a task is changed.

Task Deleted

Starts when a task is deleted.

Task Moved to Section

Starts when a task is moved to a section.

Workplace Added

Starts when a workplace is added.

Workplace Changed

Starts when a workplace is changed.

Workplace Deleted

Starts when a workplace is deleted.

Bulk Create Contacts

Create multiple contacts.

Create a Purchase Order Attachment

Create an attachment for a purchase order.

Create Account

Create a new account.

Create Allocation for Overpayment

Create an allocation for an overpayment.

Create Attachment

Create an attachment for a specific account.

Create Attachment for Repeating Invoice

Create an attachment for a specific repeating invoice.

Create Bank Transaction

Create a bank transaction.

Create Bank Transaction Attachment

Create an attachment for a bank transaction.

Create Bank Transfer

Create a bank transfer.

Create Bank Transfer Attachment by File Name

Create a bank transfer attachment by file name.

Create Batch Payment

Create a batch payment.

Create Branding Theme Payment Service

Create a custom payment service for branding theme.

Create Contact Attachment by File Name

Create a contact attachment by file name.

Create Contact for Contact Group

Create a contact for a contact group.

Create Contact Group

Create a contact group.

Create Credit Note

Create a new credit note.

Create Credit Note Allocation

Create an allocation for a credit note.

Create Credit Note Attachment

Create an attachment for a credit note.

Create Currency

Create a new currency.

Create Draft Fixed Asset

Create a draft fixed asset.

Create Employee

Create an employee.

Create Expense Claim

Create an expense claim.

Create Feed Connection

Create new feed connection.

Create File Association

Create a new file association.

Create Fixed Asset Type

Create a fixed asset type.

Create Folder

Create a new folder.

Create History Record for Bank Transaction

Create a bank transaction history record.

Create History Record for Bank Transfer

Create a bank transfer history record.

Create History Record for Batch Payment

Create a history record for a batch payment.

Create History Record for Contact

Create a history record for a contact.

Create History Record for Invoice

Create a history record for a specific invoice.

Create History Record for Item

Create a history record for an item.

Create History Record for Manual Journal

Create a history record for a manual journal.

Create History Record for Overpayment

Create a history record for an overpayment.

Create History Record for Payment

Create a history record for a payment.

Create History Record for Prepayment

Create a prepayment history record.

Create History Record for Purchase Order

Create a history record for a specific purchase order.

Create History Record for Quote

Create a history record for a quote.

Create History Record for Repeating Invoices

Create a history record for a repeating invoice.

Create Invoice

Create an invoice.

Create Invoice's Attachment by File Name

Create an attachment for an invoice or purchase bill by filename.

Create Item

Create an item.

Create Leave Application

Create a leave application.

Create Linked Transaction

Create a linked transaction.

Create Manual Journal Attachment

Create an attachment for a manual journal.

Create Manual Journals

Create a manual journal.

Create Multiple Payments for Invoices or Credit Notes

Create multiple payments for invoices or credit notes.

Create or Update Contacts

Create or modify contacts.

Create or Update Credit Notes

Create or modify an existing credit note.

Create or Update Employee

Create or update an employee.

Create or Update Item

Create or modify an existing item.

Create or Update Manual Journal

Create or modify existing manual journal.

Create or Update Purchase Order

Create or modify existing purchase order.

Create or Update Quote

Create or modify an existing quote.

Create or Update Repeating Invoice's

Create or modify an existing repeating invoice.

Create Pay Item

Create a pay item.

Create Pay Run

Create a pay run.

Create Payment for Invoices or Credit Notes

Create a payment for invoices or credit notes.

Create Payment Service

Create a payment service.

Create Payroll Calendar

Create a payroll calendar.

Create Prepayment

Create an allocation for prepayment.

Create Project

Create a project(s).

Create Purchase Order

Create one or more purchase orders.

Create Quote

Create one or more quotes.

Create Quote Attachment

Create an attachment for a quote.

Create Repeating Invoice Template

Create one or more repeating invoice templates.

Create Statement

Create one or more new statements.

Create Superfund

Create a superfund.

Create Task

Create a task.

Create Tax Rates

Create one or more tax rates.

Create Time Entry for Project

Create a time entry for a project.

Create Timesheet

Create a timesheet.

Create Tracking Company

Create a tracking company.

Creates a Credit Note History

Create a credit note history.

Creates History Record for Expense Claim

Create a history record for an expense claim.

Creates Options for Tracking Category

Create tracking category options.

Creates Project for Contact

Create a project for a contact.

Delete Account

Remove an account.

Delete Connection

Remove a connection.

Delete Contact from Contact Group

Remove a contact from a contact group.

Delete Contacts from Contact Group

Remove all contacts from a specific contact group.

Delete Feed Connection

Remove an existing feed connection.

Delete File

Remove a specific file.

Delete File Association

Remove an existing file association.

Delete Folder

Remove a folder.

Delete Item

Remove a specific item.

Delete Linked Transaction

Remove a linked transaction.

Delete Project's Time Entry

Remove a time entry for a project.

Delete Task

Remove a task.

Delete Tracking Category

Remove a tracking category.

Delete Tracking Category's Option

Remove a specific tracking category option.

Get List of 1099 Reports

Obtain a list of 1099 reports.

Get List of Account's Usage

Obtain a list of account's usage.

Get List of Accounting Bank Statements

Obtain a list of accounting bank statements.

Get List of Accounts

Obtain a list of accounts.

Get List of Aged Payables by Contact Reports

Obtain a list of aged payables by contact reports.

Get List of Aged Receivables by Contact Reports

Obtain a list of aged receivables by contact reports.

Get List of Asset Type

Obtain a list of asset types.

Get List of Assets

Obtain a list of assets.

Get List of Attachments

Obtain a list of account's attachments.

Get List of Balance Sheet Reports

Obtain a list of balance sheet reports.

Get List of Balance Sheet Reports

Obtain a list of balance sheet reports.

Get List of Bank Summary Reports

Obtain a list of bank summary reports.

Get List of Bank Transaction Attachments

Obtain a list of bank transaction attachments.

Get List of Bank Transactions

Obtain a list of bank transactions.

Get List of Bank Transfer's Attachments

Obtain a list of bank transfer's attachments.

Get List of Bank Transfers

Obtain a list of bank transfers.

Get List of Batch Payments

Obtain a list of batch payments.

Get List of Branding Theme's Payment Services

Obtain a list of branding theme's payment services.

Get List of Branding Themes

Obtain a list of branding themes.

Get List of Budget Summary Reports

Obtain a list of budget summary reports.

Get List of Budgets

Obtain a list of budgets.

Get List of Cash Flow Reports

Obtain a list of cash flow reports.

Get List of Cash Validations

Obtain a list of cash validations.

Get List of CIS Settings for Contact

Obtain a list of construction industry scheme settings for a contact.

Get List of Connections

Obtain a list of connections.

Get List of Contact Groups

Obtain a list of contact groups.

Get List of Contact's Attachments

Obtain a list of contact's attachments.

Get List of Contact's History Records

Obtain a list of contact's history records.

Get List of Contacts

Obtain a list of contacts.

Get List of Credit Note's Attachments

Obtain a list of credit note's attachments.

Get List of Credit Note's History

Obtain a list of credit note's history.

Get List of Credit Note's PDFs

Obtain a list of credit note's pdfs.

Get List of Credit Notes

Obtain a list of credit notes.

Get List of Currencies

Obtain a list of currencies.

Get List of Employees

Obtain a list of employees.

Get List of Executive Summary Reports

Obtain a list of executive summary reports.

Get List of Expense Claim's History Records

Obtain a list of expense claim's history records.

Get List of Expense Claims

Obtain a list of expense claims.

Get List of Expense Contacts Reports

Obtain a list of expense reports by contacts.

Get List of Feed Connections

Obtain a list of feed connections.

Get List of File's Associations

Obtain a list of file's associations.

Get List of Files

Obtain a list of files.

Get List of Finalized GST Reports

Obtain a list of finalized GST reports.

Get List of Fixed Asset Settings

Obtain a list of fixed asset settings.

Get List of Folders

Obtain a list of folders.

Get List of Inboxes

Obtain a list of inboxes.

Get List of Invoice PDFs

Obtain a list of invoice pdfs.

Get List of Invoice Reminder's Settings

Obtain a list of invoice reminder's settings.

Get List of Invoice's Attachments

Obtain a list of invoice's attachments.

Get List of Invoice's History Records

Obtain a list of invoice's history records.

Get List of Invoices

Obtain a list of invoices.

Get List of Items

Obtain a list of items.

Get List of Journals

Obtain a list of journals.

Get List of Leave Applications

Obtain a list of leave applications.

Get List of Linked Transaction

Obtain a list of linked transaction.

Get List of Lock History

Obtain a list of lock history.

Get List of Manual Journal's Attachments

Obtain a list of manual journal's attachments.

Get List of Manual Journal's History

Obtain a list of manual journal's history.

Get List of Manual Journals

Obtain a list of manual journals.

Get List of Organization's CIS Settings

Obtain a list of organization's CIS settings.

Get List of Overpayment's History

Obtain a list of overpayment's history.

Get List of Overpayments

Obtain a list of overpayments.

Get List of Pay Items

Obtain a list of pay items.

Get List of Pay Runs

Obtain a list of pay runs.

Get List of Payment Services

Obtain a list of payment services.

Get List of Payment's History Records

Obtain a list of payment's history records.

Get List of Payments for Invoices & Credit Notes

Obtain a list of payments for invoices and credit notes.

Get List of Payroll Calendars

Obtain a list of payroll calendars.

Get List of Payroll Settings

Obtain a list of payroll settings.

Get List of Prepayment's History Records

Obtain a list of prepayment history records.

Get List of Prepayments

Obtain a list of prepayments.

Get List of Profit & Loss Reports

Obtain a list of profit & loss reports.

Get List of Profit and Loss Reports

Obtain a list of profit and loss reports.

Get List of Project Tasks

Obtain a list of project tasks.

Get List of Project Users

Obtain a list of project users.

Get List of Project's Time Entries

Obtain a list of time entries for a project.

Get List of Projects

Obtain a list of projects.

Get List of Purchase Order's Attachments

Obtain a list of purchase order's attachments.

Get List of Purchase Order's History

Obtain a list of purchase order's history.

Get List of Purchase Orders

Obtain a list of purchase orders.

Get List of Quote's Attachments

Obtain a list of a quote's attachments.

Get List of Quote's History

Obtain a list of quote's history.

Get List of Repeating Invoice's Attachments

Obtain a list of repeat invoice's attachments.

Get List of Repeating Invoice's History

Obtain a list of repeating invoice's history.

Get List of Repeating Invoices

Obtain a list of repeating invoices.

Get List of Report Histories

Obtain a list of report histories.

Get List of Revenue Contacts Reports

Obtain a list of revenue report by contacts.

Get List of Sales Quotes

Obtain a list of sales quotes.

Get List of Statements

Obtain a list of statements.

Get List of Subscription's Usage Records

Obtain a list of subscription's usage records.

Get List of Superfund Products

Obtain a list of superfund products.

Get List of Superfunds

Obtain a list of superfunds.

Get List of Tax Rates

Obtain a list of tax rates.

Get List of Timesheets

Obtain a list of timesheets.

Get List of Tracking Categories and Options

Obtain a list of tracking categories and options.

Get List of Trial Balance Reports

Obtain a list of trial balance reports.

Get List of Trial Balance Reports

Obtain a list of trial balance reports.

Get List of User's Activities

Obtain a list of user's activities.

Get List of Users

Obtain a list of users.

Retrieve Account

Grab all details about an account.

Retrieve Association Count

Grab all details about an association count.

Retrieve Association Object

Grab all details about an association object.

Retrieve Attachment by Attachment File Name

Grab all details about an account's attachment.

Retrieve Attachment by Attachment ID

Grab all details about an account's attachment.

Retrieve Bank Transaction

Grab all details about a bank transaction.

Retrieve Bank Transaction Attachment

Grab all details about a specific bank transaction attachment.

Retrieve Bank Transaction's Attachment by File Name

Grab all details about a bank transaction's attachment by file name.

Retrieve Bank Transaction's History

Grab all details about a bank transaction's history.

Retrieve Bank Transfer

Grab all details about a bank transfer.

Retrieve Bank Transfer History

Grab all history details for a bank transfer.

Retrieve Bank Transfer's Attachment

Grab all details about a bank transfer's attachment.

Retrieve Bank Transfer's Attachment by File Name

Grab all details about a bank transfer's attachment by file name.

Retrieve Batch Payment

Grab all details of a specific batch payment.

Retrieve Batch Payment History

Grab all details about the batch payment history.

Retrieve Branding Theme

Grab all details about a branding theme.

Retrieve Budget

Grab all details about a specific budget including budget lines.

Retrieve Contact

Grab all details about an existing contact.

Retrieve Contact by Contact Number

Grab all details about a contact by contact number.

Retrieve Contact Group

Grab all details about a contact group.

Retrieve Contact's Attachment

Grab all details about a contact's attachment.

Retrieve Contact's Attachment by File Name

Grab all details about a contact's attachment by file name.

Retrieve Credit Note

Grab all details about a credit note.

Retrieve Credit Note's Attachment

Grab all details about a credit note's attachment.

Retrieve Credit Note's Attachment by File Name

Grab all details about a credit note's attachment by file name.

Retrieve Employee

Grab details of a specific employee.

Retrieve Expense Claim

Grab all details about an expense claim.

Retrieve Feed Connection

Grab all details about a feed connection.

Retrieve File

Grab all details about file.

Retrieve File's Content

Retrieve the file's content.

Retrieve Fixed Asset

Grab all details of a fixed asset.

Retrieve Folder

Grab all details about a folder.

Retrieve invoice

Grab all details about an invoice.

Retrieve Invoice's Attachment

Grab all details about an invoice's attachment.

Retrieve Invoice's Attachment by File Name

Grab all details about an invoice's attachment by file name.

Retrieve Item

Grab all details about an item.

Retrieve Item's History

Grab all details about an item's history.

Retrieve Journal

Grab all details about the journal.

Retrieve Journal by Journal Number

Grab all details about the journal by journal number.

Retrieve Leave Application

Grab all details about a leave application.

Retrieve Linked Transaction

Grab all details of a linked transaction.

Retrieve Manual Journal

Grab all details about a manual journal.

Retrieve Manual Journal's Attachment

Grab all details about a manual journal's attachment.

Retrieve Manual Journal's Attachment by File Name

Grab all details about a manual journal's attachment by file name.

Retrieve Online Invoice URL

Grab all details about an online invoice url.

Retrieve Organization

Grab all details about an organization.

Retrieve Overpayment

Grab all details about an overpayment.

Retrieve Pay Run

Grab all details of a pay run.

Retrieve Payment

Grab all details about a payment.

Retrieve Payroll Calendar

Grab all details about a payroll calendar.

Retrieve Payslip

Grab all details about a payslip.

Retrieve Prepayment

Grab all details about a prepayment.

Retrieve Project

Grab all details about a project.

Retrieve Project's Time Entry

Grab all details about a time entry for a project.

Retrieve Purchase Order

Grab all details about a purchase order.

Retrieve Purchase Order as PDF

Grab all details about a purchase order as a pdf.

Retrieve Purchase Order by Order Number

Grab all details about a purchase order using order number.

Retrieve Purchase Order's Attachment

Grab all details about a purchase order's attachment.

Retrieve Purchase Order's Attachment by File Name

Grab all details about a purchase order's attachment by file name.

Retrieve Quote

Grab all details about a quote.

Retrieve Quote as PDF

Grab all details about a quote as a pdf.

Retrieve Quote's Attachment

Grab all details about a quote's attachment.

Retrieve Quote's Attachment by FIle Name

Grab all details about a quote's attachment by file name.

Retrieve Repeating Invoice

Grab all details of a repeating invoice.

Retrieve Repeating Invoice's Attachment

Grab all details about a repeating invoice's attachment.

Retrieve Repeating Invoice's Attachment by File Name

Grab all details about a repeating invoice's attachment by file name.

Retrieve Report

Grab all details about a report.

Retrieve Statement

Grab all details about a statement.

Retrieve Subscriptions

Grab all details about a subscription.

Retrieve Superfund

Grab all details about a superfund.

Retrieve Task

Grab all details about a project task.

Retrieve Timesheet

Grab all details about a timesheet.

Retrieve Tracking Company

Grab all details about a tracking company.

Retrieve User

Grab all details about a user.

Send Copy of Invoice by Email

Send a copy of an invoice to related contact via email.

Send Metered Usage for Subscription and Subscription Item

Send metered usage for a subscription and subscription item.

Set Chart of Accounts, Conversion Date, and Conversion Balances

Set the chart of accounts, conversion date, and conversion balances.

Update a Spent or Received Bank Transaction

Modify an existing bank transaction.

Update Account

Modify an existing account's details.

Update Attachment

Modify an account's attachment.

Update Bank Transaction's Attachment by File Name

Modify a specific attachment from a specific bank transaction by filename.

Update Bank Transfer's Attachment

Modify a bank transfer's attachment.

Update Batch Payment

Modify a specific batch payment for invoices and credit notes.

Update Batch Payment by URL

Modify a specific batch payment for invoices and credit notes.

Update Contact

Modify an existing contact's details.

Update Contact Attachment by File Name

Modify an existing contact attachment by file name.

Update Contact Group

Modify a contact group.

Update Credit Note

Modify a credit note.

Update Credit Note's Attachment by File Name

Modify a credit note's attachment by file name.

Update Expense Claim

Modify a specific expense claim.

Update File

Modify a file.

Update Folder

Modify an existing folder.

Update Invoice

Modify a specific sales invoice or purchase bill.

Update Invoice's Attachment by File Name

Modify the attachment of a specific invoice or purchase bill using its file name.

Update Item

Modify an item's details.

Update Leave Application

Modify a leave application.

Update Linked Transaction

Modify a specific linked transaction.

Update Manual Journal

Modify a specific manual journal.

Update Manual Journal's Attachment by File Name

Modify a manual journal's attachment by file name.

Update Metered Usage for Subscription and Subscription Item

Modify metered usage for a subscription and subscription item.

Update or Create a Spent Or Received Bank Transaction

Modify or create a spent or received money bank transaction.

Update Pay Run

Modify a pay run.

Update Payment for Invoices & Credit Notes

Modify a payment's details for invoices and credit notes.

Update Payslip

Modify a payslip.

Update Project

Modify a project.

Update Project's Time Entry

Modify a project's time entry.

Update Purchase Order

Modify a purchase order.

Update Purchase Order Attachment

Modify a purchase order attachment.

Update Quote

Modify a specific quote.

Update Quote Attachment

Modify a quote's attachment.

Update Repeating Invoice Template

Modify a specific repeating invoice template.

Update Repeating Invoice's Attachment

Modify an existing repeating invoice's attachment.

Update Superfund

Modify a superfund.

Update Task

Modify task.

Update Tax Rate

Modify an existing tax rate.

Update Timesheet

Modify a timesheet.

Update Tracking Category's Option

Modify a tracking category option.

Update Tracking Company

Modify a specific tracking category.

Add a Custom Field to a Portfolio

Create a custom field setting for a portfolio.

Add a Portfolio Item

Add an item to a portfolio.

Add a Project/Portfolio as Supporting Work for a Goal

Adds a project or portfolio as supporting work for a goal. A goal can have at most 10 supporting projects/portfolios, and a project/portfolio can support at most 10 goals.

Add Collaborator to a Goal

Add a follower to a goal.

Add Custom Field to Project

Create custom field setting for a project.

Add Followers to Project

Include users as followers to a project.

Add Followers to Task

Add followers to a task.

Add Project to Task

Add a task to a project.

Add Sub-Goal to a Parent Goal

Add a subgoal to a parent goal. A goal can have at most 100 sub-goals, and a sub-goal can have at most 4 parent goals.

Add Tag to Task

Appends a tag to a task.

Add Task to Section

Create a task in a section. This will remove the task from other sections of the project.

Add User to a Workspace or Organization

Add a user to a workspace or organization.

Add User to Team

Add a user to a team. You must be a member of the team in order to add others. The user being added must exist in the same organization as the team.

Add Users to a Portfolio

Add the specified users as members of the portfolio.

Add Users to Project

Include users as members of a project.

Create a Custom Field

Creates a new custom field in a workspace.

Create an Enum Option

Create an enum option and add it to a custom field’s list of enum options. A custom field can have at most 100 enum options (including disabled options). By default, new enum options are inserted at the end of a custom field’s list. Locked custom fields can only have enum options added by the user who locked the field.

Create an Organization Export

Create a request to export an Organization. Please note that it will take some time before Asana completes the export.

Create Goal

Create a goal in a workspace or team.

Create Goal Metric

Create and add a goal metric to a specified goal. It will replace an existing goal metric if one already exists.

Create Portfolio

Create a portfolio in the given workspace. The portfolio will not be created with some state, like the "Priority" custom field.

Create Project

Create a new project in a workspace or team.

Create Project Brief

Create a project brief.

Create Project in a Team

Create a project shared with the given team.

Create Project in a Workplace

Create a project in a workplace.

Create Project Template from Project

Create a project template from a project.

Create Section in a Project

Creates a section in a project.

Create Status Update

Creates a status update on an object.

Create Story on Task

Add a story to a task.

Create Subtask

Create a subtask and add it to the parent task.

Create Tag

Create a tag in a workspace or organization.

Create Tag in a Workspace

Create a tag in a workspace or organization.

Create Task

Create a task.

Create Team

Create a team within the current workspace.

Delete a Custom Field

Remove an existing custom field. Locked custom fields can only be deleted by the user who locked the field.

Delete a Custom Field from a Portfolio

Remove a custom field setting from a portfolio.

Delete a Goal

Remove a goal.

Delete a Portfolio Item

Remove an item from a portfolio.

Delete a Project/Portfolio as Supporting Work for a Goal

Removes a project or portfolio as supporting work for a goal.

Delete an Attachment

Remove an existing attachment.

Delete Collaborator from a Goal

Removes a follower from a goal.

Delete Custom Field from Project

Remove a custom field from a project.

Delete Followers from Project

Remove users from following a project.

Delete Portfolio

Remove an existing portfolio.

Delete Project

Remove an existing project.

Delete Project Brief

Remove an existing project brief.

Delete Section

Remove a section.

Delete Status Update

Remove a status update.

Delete Story

Remove a story. A user can only delete stories that they have created.

Delete Sub-Goal from Goal

Removes a sub-goal from a parent goal.

Delete Tag

Remove a tag.

Delete Tag from Task

Remove a tag from a task.

Delete Task

Remove a task.

Delete Users from Project

Remove users from members of a project.

Duplicate a Task

Create a duplicated task.

Duplicate Project

Create a duplicated project.

Get a Status Update

Grab all details about the status update.

Get Events on a Resource

Obtain a list of all events that have occurred since the sync token was created.

Get List of a Task's Tags

Obtain a list of all tags on a task.

Get List of Attachments for a Task

Obtain a list of all attachments on the task.

Get List of Audit Log Events

Obtain a list of audit log events that have been captured in your domain.

Get List of Dependencies from a Task

Obtain a list of dependencies from a task.

Get List of Dependents from Task

Obtain a list of dependents from a task.

Get List of Goals

Obtain a list of goals.

Get List of Memberships from a Portfolio

Obtain a list of portfolio membership records for a portfolio.

Get List of Memberships from a Project

Obtain a list of project membership records for a project.

Get List of Memberships from Team

Obtain a list of memberships from a team.

Get List of Memberships from User

Obtain a list of memberships from a user.

Get List of Portfolio Items

Obtain a list of items in a portfolio.

Get List of Portfolio Memberships

Obtain a list of portfolio memberships.

Get List of Portfolio's Custom Fields Settings

Obtain a list of all of the custom fields settings on a portfolio.

Get List of Portfolios

Obtain a list of portfolios that are owned by current user.

Get List of Project Templates

Obtain a list of all project templates in the given team or workspace.

Get List of Project's Custom Fields Settings

Obtain a list of all of the custom fields settings on a project.

Get List of Projects

Obtain a list of projects.

Get List of Projects a Task is in

Obtain a list of the projects the task is in.

Get List of Projects in a Workspace

Obtain a list of projects in a workplace.

Get List of Sections in a Project

Obtain a list of sections in a project.

Get List of Stories from Task

Obtain a list of stories on a task.

Get List of Sub-Goals from a Goal

Obtain a list of all subgoals of a goal.

Get List of Subtasks from Task

Obtain a list of subtasks from a task.

Get List of Supporting Work from a Goal

Obtain a list of all portfolios or projects associated with specified goal.

Get List of Tags

Obtain a list of tags.

Get List of Task Count for a Project

Obtain a list of task counts for a project.

Get List of Tasks

Obtain a list of tasks.

Get List of Tasks from a User's Task List

Obtain a list of a user's task list. Both complete and incomplete tasks are returned by default unless they are filtered out.

Get List of Tasks on Project

Obtain a list of tasks on a project.

Get List of Team Memberships

Obtain a list of team membership records.

Get List of Team's Project Templates

Obtain a list of project templates in a team.

Get List of Team's Projects

Obtain a list of records for all projects in the team.

Get List of Teams for User

Obtain a list of all teams to which a given user is assigned to.

Get List of Teams in Workspace

Obtain a list of all teams in a workspace visible to a user.

Get List of Time Periods

Obtain a list of time periods.

Get List of User's Favorites

Obtain a list of a user's favorites in a workspace.

Get List of User's Task List

Obtain a list of a user's task list.

Get List of users

Obtain a list of users in all workspaces and organizations accessible to a user.

Get List of Users in a Workspace or Organization

Obtain a list of users in a workplace or organization.

Get List of Users in Team

Obtain a list of users in a team.

Get List of Workspace Memberships for a User

Obtain a list of workplace memberships for a user.

Get List of Workspace Memberships for a Workspace

Obtain a list of workplace membership records for a workspace.

Get List of Workspace's Custom Fields

Obtain a list of the custom fields in a workspace.

Get List of Workspaces

Obtain a list of all workspaces visible to a user.

Get Parent Goals from a Goal

Obtain a list of parent goals associated to a goal.

Get Status Updates from an Object

Obtain a list of status updates for a specific object.

Get Tags in a Workspace

Obtain a list of tags in a workplace.

Get Tasks from a Section

Obtain a list of tasks on a section.

Get Tasks from a Tag

Obtain a list of tasks from a tag.

Instantiate a Project from a Project Template

Create a project instantiation.

Move or Insert Sections

Transfer sections relative to each other.

Remove Followers from Task

Remove followers from a task.

Remove Project from Task

Remove a task from a project.

Remove User from a Workspace or Organization

Remove a user from a workspace or organization. You must be an admin in the workspace.

Remove User from Team

Remove an user from a team. You must be a member of the team in order to remove themselves or others.

Remove Users from a Portfolio

Remove the specified users from members of the portfolio.

Reorder a Custom Field's Enum

Moves a particular enum option to be either before or after another specified enum option in the custom field. Locked custom fields can only be reordered by the user who locked the field.

Retrieve a Custom Field

Grab all details about custom field’s metadata.

Retrieve Attachment

Grab all details about the attachment.

Retrieve Goal

Grab all details about a goal.

Retrieve Job

Grab all details about a job.

Retrieve Organization Export Request

Grab all details about a previously-requested organization export.

Retrieve Portfolio

Grab all details about a portfolio.

Retrieve Portfolio Membership

Grab all details about a portfolio membership.

Retrieve Project

Grab all details about a project.

Retrieve Project Brief

Grab all details about a project brief.

Retrieve Project Membership

Grab all details about a project membership.

Retrieve Project Template

Grab all details about a project template.

Retrieve Section

Grab all details about a section.

Retrieve Story

Grab all details about a story.

Retrieve Tag

Grab all details about a tag.

Retrieve Task

Grab all details about a task.

Retrieve Team

Grab all details about a team.

Retrieve Team Membership

Grab all details about a team membership.

Retrieve Time Period

Grab all details about a time period.

Retrieve User

Grab all details about an user.

Retrieve User's Task List

Grab all details about a user's task list.

Retrieve Workplace

Grab all details about a workspace.

Retrieve Workspace Membership

Grab all details about a workspace membership.

Search Tasks in Workspace

Search tasks in a workspace.

Set Dependencies for Task

Establish a task as a dependency for a task. A task can have at most 15 dependencies.

Set Dependents for Task

Establish tasks as dependents of a task. A task can have at most 30 dependents.

Set Parent of a Task

Establish the parent of a task.

Unlink Dependencies from Task

Remove dependencies from a task.

Unlink Dependents from Task

Remove dependents from a task.

Update a Custom Field

Modify an existing custom field. A custom field’s type and an enum custom field’s options cannot be updated. Locked custom fields can only be updated by the user who locked the field.

Update a Goal

Modify an existing goal.

Update an Enum Option

Modify an existing enum option. Locked custom fields can only be updated by the user who locked the field.

Update Goal Metric

Modify a goal's existing metric number value.

Update Portfolio

Modify an existing portfolio.

Update Project

Modify an existing project.

Update Project Brief

Modify an existing project brief.

Update Section

Modify an existing section.

Update Story

Modify a story.

Update Tag

Modify a tag.

Update Task

Modify a task.

Update Workplace

Modify an existing workspace.

View all

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