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Xero + Freshteam Integrations

Appy Pie Connect allows you to automate multiple workflows between Xero and Freshteam

About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

About Freshteam

Freshteam is a smart HR software that helps you handle recruitment, onboarding, time off and employee information in one place.

Freshteam Integrations

Best Xero and Freshteam Integrations

  • Xero Gmail

    Xero + Gmail

    Send Gmail emails whenever new payments are received in Xero Read More...
    When this happens...
    Xero New Payment
     
    Then do this...
    Gmail Send Email
    Xero is one of the most valuable accounting software that help you manage your finances while saving you time and money. Sometimes you need to share some of the critical information on it to people who don’t have access to the software. Once active, this integration will automatically send Gmail emails to the selected recipients whenever new payments are received in Xero. Don’t wait, just sign up for Appy Pie Connect and start connecting your Xero and Gmail now!
    How this Xero - Gmail integration works
    • A new payment is received in Xero
    • Appy Pie Connect sends a Gmail email with details from the payment
    What You Need
    • A Xero account
    • A Gmail account
  • Xero Slack

    Xero + Slack

    Post a message in Slack for every new invoice on Xero Read More...
    When this happens...
    Xero New Sales Invoice
     
    Then do this...
    Slack Send Channel Message

    If you need to keep your team informed about new invoices on Xero, then this integration is great for you. With this Xero – Slack integration, whenever a new invoice is created in Xero, we’ll send all related information to a chosen Slack channel without any manual effort from your end. To set up this integration, you'll just need to add channel names (single or multiple).

    Note: This automation will not share already existing Xero invoices to Slack, only new ones after you've set it up.

    How this Xero – Slack integration Works
    • A new invoice is created in Xero
    • Appy Pie Connect automatically sends it to a chosen Slack channel
    What You Need
    • A Xero account
    • A Slack account
  • Xero Google Sheets

    Xero + Google Sheets

    Add rows to Google Sheets for new Xero payments Read More...
    When this happens...
    Xero New Payment
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Do you want to be sure you don't miss any payments? With this Connect flow, you can create a payments database in Google Sheets that keeps track of all your Xero payments in one place that's easy to read and search.
    How This Integration Works
    • When your receive a new payment
    • Appy Pie Connect adds a new row to a specific Google Sheets.
    What You Need
    • Xero account
    • Google Sheets account
  • Xero Xero

    Paypal + Xero

    Create a Xero invoice for every PayPal sale Read More...
    When this happens...
    Xero Successful Sale
     
    Then do this...
    Xero Create Sales Invoice

    Connect Xero with PayPal and make your payment tracking process more efficient. Fast, convenient and easy to use, our automation platform allows you to set up this integration without any programming skills. After setting this integration up, Appy Pie Connect will capture every new sale from PayPal and will pass on the information to Xero where an invoice will be automatically created.

    Note: This integration will not create invoices from existing PayPal sales, but will create invoices only for the new orders after this integration has been setup.

    How this PayPal-Xero integration works
    • A new sale is made on PayPal
    • Appy Pie Connect creates a new Xero invoice from the sale
    What You Need
    • A PayPal account
    • A Xero account
  • Xero Xero

    Paypal + Xero

    Implement new PayPal sales details to Xero invoices Read More...
    When this happens...
    Xero Successful Sale
     
    Then do this...
    Xero Create Payment
    Set up this PayPal - Xero integration and we will watch your PayPal account for you. Once this integration is live, Appy Pie Connect will capture every new sale from PayPal and will automatically pass on the information to the appropriate invoice on Xero. Set up this Connect and take the repetitive, manual tasks out of accounting work.
    How this PayPal-Xero integration works
    • A new sale is made on PayPal
    • Appy Pie Connect automatically applies the information onto a Xero invoice
    What You Need
    • A PayPal account
    • A Xero account
  • Xero Xero

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Xero {{item.triggerTitle}}
     
    Then do this...
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Connect Xero + Freshteam in easier way

It's easy to connect Xero + Freshteam without coding knowledge. Start creating your own business flow.

    Triggers
  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

  • New Employee

    Triggers when a new employee is created.

    Actions
  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

  • Create Employee

    Creates a Employee.

  • Update Employee

    Updates an existing employee.

How Xero & Freshteam Integrations Work

  1. Step 1: Choose Xero as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Xero with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Freshteam as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Freshteam with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Xero and Freshteam

Xero?

Xero is a cloud accounting software that allows users to manage their business accounts, as well as complete other business tasks, such as creating estimates and invoices. Xero was founded by Rod Drury and Joe Mutu in 2006, and has over 1.5 million active users around the world.

Freshteam?

Freshteam is a cloud-based team management platform that helps users to plan, track, and manage their work, allowing them to support remote teams. It was founded in 2013 by Adam Becker, who serves as CEO of the company. The platform can be used by freelancers, consultants, or any type of business, regardless of its size.

Integration of Xero and Freshteam

As mentioned earlier, Freshteam is a cloud-based team management platform that is used by many companies around the globe. The platform lets business owners manage their employees’ schedule, schedule meetings, share files, etc. At the same time, it allows employees to submit their time sheets, track their projects, work on task lists with deadlines, submit expenses reports, etc. This way, businesses can monitor their employees’ performance and make sure they are doing their work. Moreover, if employers are not available when an employee in need of help needs it, employees can create requests for help directly in Freshteam with the platform’s chat feature with their managers.

Integration with Freshteam will allow businesses to export both Freshteam’s data and their own data into Xero automatically in real time. Users of Freshteam will get access to more advanced reporting options in Xero. This way, Freshteam users will get more useful insights about their work performance. Moreover, integration will let users integrate their Freshteam plans with their tasks in Xero, so they can get automatic updates about their tasks inside Freshteam. Within Freshteam’s app on mobile devices, users will be able to see more of their information in Xero through more visible charts and visuals of data. Finally, businesses will be able to use Freshteam’s team calendar to schedule appointments directly inside Xero.

Benefits of Integration of Xero and Freshteam

Integration of Freshteam and Xero will make it easier for businesses to manage their employees’ performance because they will be able to get real-time feedback on what their employees are working on. This way, they can make sure they are doing everything correctly on time. Also, businesses will be able to save some time because they will obtain more insights into what their employees are doing at any given time. They will also be able to obtain all the information about what Freshteam users are working on in one place. This way, companies will be able to know who is working on what without having to ask each of their employees separately. In addition to that, integration will help businesses keep better track of time spent on projects and better track their employees’ progress on different tasks. Integrating Freshteam with Xero also means that businesses will have more options for reporting data from multiple sources in one place because they will have access to more advanced reporting features once they integrate Freshteam with Xero. Finally, integration will let users integrate their Freshteam plans with their tasks in Xero so they can get automatic updates about their tasks inside Freshteam.

The process to integrate Xero and Freshteam may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.