Happy Holidays! Today we've rolled out our Winter 2025 Edition releases, including:

US Xero Integration

Earlier this year, we released a new and improved QuickBooks integration that let you map products from Assembly into QuickBooks. We’re excited to bring the same functionality to US customers the small business accounting software, Xero.

How it works:

• Map Assembly products directly to existing Xero items. If you don’t have a matching Xero item, we’ll automatically create one for you.*
• Sync invoice statuses (paid, voided, deleted) and invoice numbers directly with Xero,
• Sync tax information with Xero
• Download a CSV audit log of the sync history.
• Sync absorbed fees to an automatically created Assembly Processing Fees expense account in Xero.

*Note: like the QuickBooks integration, this is a one-way sync from Assembly to Xero. New items created only in Xero will not automatically appear in Assembly. You can always create corresponding products in Assembly after and map them with this sync. The Xero integration also current only supports business billing in the US for now, but we plan to roll it out to international billing features in 2026.

Try the integration today.

Task Automations

You can now automatically create tasks for clients and team members based on your task templates and schedule automations once your clients complete a task. We know many people have been looking for this built-in functionality around the Tasks App, and we’re pleased to finally be able to deliver this.

New Action: Create Task

You can now automatically create tasks from task templates and assign them to clients or your teammates (internal users) based on certain triggers.

Client Visibility: When the assignee is one of your internal users, you can optionally choose to add the relevant client or company as a follower of the task via the “Client Visibility” field.

New Trigger: When a task is completed

You can now trigger automations to send your clients messages, forms, contracts, and other follow ups after they complete a task.

Coming in 2026: Recurring tasks based on a schedule

Next year, we’re going to release a time-based automation trigger that will enable you to schedule recurring actions (like tasks) on a regular time interval, such as daily, weekly, monthly, etc.

Subtasks in Task Templates

You can now add your subtasks to your task templates and use them in automations or create tasks from these templates.

After creating a task from a template, you can assign the subtasks to clients or team members (with client visibility optional). Automations based on task templates will create the subtasks, but for now, you will need to set subtask assignees after.