Microsoft Teams + Xero integrations
Send sales invoices via email in Xero for new Microsoft Teams channel mentions
Stay on top of your sales invoices with this efficient workflow. When there's a new channel mention in Microsoft Teams, it swiftly sends a sales invoice by email through Xero. This automation not only saves time but also ensures you never miss an important sales-related discussion in Teams that requires immediate invoicing.
- When this happens...New Channel MentionTriggers when a member or highlight word is mentioned in a channel. Requires installation of the Zapier app from the Teams Store.
- automatically do this!Send Sales Invoice by EmailSend Sales Invoice by Email
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More things you can do with Microsoft Teams and Xero
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- TeamRequired
Try ItTriggerPolling- ChatRequired
- Exclude messages by you?
Try ItTriggerPolling- TeamRequired
Try ItTriggerPolling- TeamRequired
- ChannelRequired
Try ItTriggerPolling
- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Try ItTriggerPolling- New Chat
Triggers when a new chat is created.
Try ItTriggerPolling - TeamRequired
- ChannelRequired
Try ItTriggerPolling- TeamRequired
- Channel NameRequired
- Description
- Favorite for All?
ActionWrite
Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
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