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Microsoft Teams + Xero

Microsoft Teams + Xero

Microsoft Teams + Xero integrations

Send channel messages in Microsoft Teams for new sales invoices in Xero

Whenever there's a new sales invoice in Xero, you'll want to relay that information to your team instantly. With this workflow, you can streamline your communication by sending an alert to a chosen channel in Microsoft Teams each time an invoice is made. It not only keeps your team updated but also aids in prompt action. Improve your efficiency in billing management and ensure everyone stays in the loop.

  1. When this happens...
    New Sales Invoice
    New Sales Invoice
    New Sales InvoiceTriggers when a new Sales Invoice (Accounts Receivable) is created.
  2. automatically do this!
    Send Bot Message
    Send Bot Message
    Send Bot MessageSends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.
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More things you can do with Xero and Microsoft Teams

Discover other triggers and actions you can use with Xero and Microsoft Teams

    • Organization
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    • Organization
      Required
    Trigger
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    • Organization
      Required
    • Days_overdue
      Required
    Trigger
    Polling
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    • Organization
      Required
    • Status
    Trigger
    Polling
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    • Organization
      Required
    • Status
    • Type
    Trigger
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    • Organization
      Required
    • Report Type
      Required
    Trigger
    Polling
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    • Organization
      Required
    • Payment_type
    Trigger
    Polling
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About Microsoft Teams
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.
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About Xero
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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