When an invoice in Xero goes past due, Make automatically sets the related Asana project to 'On Hold' and sends a Slack message to the account manager so they can decide next steps. You stop doing work for clients who haven't paid — without anyone having to remember to check.
Connect Xero, Asana, and Slack to Make.
Add a custom field in Xero contacts that stores the linked Asana project ID for each client.
Set a Make scheduled trigger to run daily and pull invoices from Xero that are 14+ days past due.
Use Make to look up the Asana project ID from the Xero contact and set the project status to 'On Hold'.
Send a Slack message to the account manager listing the client name, invoice amount, and days overdue.
Add a Make step to update the invoice in Xero with an internal note so the finance team sees the hold was triggered.
Test end-to-end with a test invoice and confirm both the Asana status change and Slack alert fire correctly.
Create a free account to get the steps written out for your tools, click by click.
Create a free accountStop delivering unbilled work and cut overdue receivables with a consistent, automated hold process.
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