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Xero + Microsoft Teams Integrations

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

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 Microsoft Teams

Microsoft Teams is a hub for teamwork, productivity, and collaboration. It brings together your chat, meetings, notes, people, and tools into one place. And it's accessible from anywhere, on any device.

Microsoft Teams Integrations
Microsoft Teams Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Slack Slack
  • TeamChat TeamChat
  • TeamGram TeamGram
  • TeamWave TeamWave

Best Xero and Microsoft Teams 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 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

    + Xero

    Create Xero invoices for new invoices on Zoho Invoice Read More...
    When this happens...
    Xero New Invoice
     
    Then do this...
    Xero Create Sales Invoice
    Tired of finding and moving new invoices from your Zoho Invoice to Xero? Don’t worry, this integration will help you eliminate all the manual work associated with the process. After setting this integration up, whenever a new invoice is created on Zoho Invoice, Appy Pie Connect will automatically create its counterpart on Xero, keeping all the information together for your future needs.
    How this Zoho Invoice – Xero integration Works
    • A new invoice is created on Zoho Invoice
    • Appy Pie Connect automatically creates corresponding invoice on Xero
    What You Need
    • A Zoho Invoice account
    • A Xero account
  • Xero Xero

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

    {{item.message}} Read More...
    When this happens...
    Xero {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Xero + Microsoft Teams in easier way

It's easy to connect Xero + Microsoft Teams 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 Chat

    Trigger every time a new chat is created.

  • New Chat Message

    Trigger every time a new chat message is created.

  • New Meeting

    Trigger every time a new meeting is created.

  • New Message Posted to Channel

    Triggers when a new message is posted to a specific #channel you choose.

  • New Team

    Trigger every time a new team is created.

  • New User

    Trigger every time a new user is added in the group's user list.

    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.

  • Add Member

    Add new member in a group.

  • Create Channel

    Creates a new channel.

  • Create Chat

    Creates a new chat.

  • Create Meeting

    Create a meeting

  • Delete user

    Delete an user from an Ms Team group.

  • Send Channel Messages

    Post a new message to a channel you choice.

  • Send Chat Message

    Send Chat Message.

How Xero & Microsoft Teams 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 Microsoft Teams as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Microsoft Teams 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 Microsoft Teams

Xero?

Xero is a cloud-based accounting software that helps its users manage their finances. It is designed for small businesses and freelancers. The company was founded in New Zealand in 2006 and it has since grown to be used by over more than 500,000 enterprise and SMEs. (https://www.xero.com/about)

Microsoft Teams?

Microsoft Teams is an online office communication top that facilitates teamwork. It can be used for messaging, voice and video calling, and for sharing files between users. The service is integrated with Office 365 and Microsoft’s productivity tops, such as Word, PowerPoint and Excel. Microsoft Teams allows users to create chat channels with specific people or groups. It can be accessed from web browsers, smartphones, and desktop applications. The product was released at the end of 2016 to replace Skype for Business. (https://www.microsoft.com/en-us/teams/what-is-microsoft-teams)

Integration of Xero and Microsoft Teams

Xero has recently introduced new Microsoft Teams integrations that will help teams effectively track time spent on Xero tasks using Teams. (https://www.xero.com/blog/integrate-xero-microsoft-teams-track-time-spent-)

This new functionality is being made available for the first time to all customers on the latest versions of Xero and Microsoft Office 365. This makes it possible for Xero’s customers to integrate their work with Xero into the Microsoft Teams app. This functionality includes the ability to:

Start a task in Xero from within a conversation in Teams;

Get notified when a task is completed; and,

View detailed task information from within a conversation, including time spent, notes, attachments and invoice items.

The team at Xero says that this new functionality will speed up the process of tracking time by enabling clients to start a task directly from the context of a conversation in Microsoft Teams without having to leave the app to log into Xero, click on the relevant item and start the timer. This integration will also allow team members to see what others are working on and cplaborate in real time on tasks to improve efficiency. (https://www.xero.com/blog/integrate-xero-microsoft-teams-track-time-spent-)

Benefits of Integration of Xero and Microsoft Teams

There are many benefits of integrating these two apps together. These include:

  • Speed Up The Process Of Tracking Time – With the integration, teams can now start a task directly from the context of a conversation in Team app without having to leave the app and log into Xero, click on the relevant item and start a timer. This improves efficiency as it means team members don’t have to spend extra time logging time in an external system when they could be completing other tasks instead. (https://www.xero.com/blog/integrate-xero-microsoft-teams-track-time-spent-)
  • Improve Cplaboration And Communication – With this integration, team members will be able to see what others are working on in real time and communicate more effectively with each other, which could lead to higher levels of cplaboration. (https://www.xero.com/blog/integrate-xero-microsoft-teams-track-time-spent-)
  • Get Notified When A Task Is Completed – Team members will be able to be notified when a task is completed so they don’t have to keep checking manually or risk missing out on important information from their cpleagues about tasks that have been completed. (https://www.xero.com/blog/integrate-xero-microsoft-teams-track-time-spent-)

The process to integrate Xero and Microsoft Teams 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.