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Microsoft SharePoint + Xero

Create list items in Microsoft SharePoint from new sales invoices in Xero

Effortlessly streamline your finance and record-keeping process with this hassle-free workflow between Xero and Microsoft SharePoint. Every time a new sales invoice is processed in Xero, a corresponding list item will be created in Microsoft SharePoint. This seamless integration means fewer manual entries, mitigating the risk of errors, and offers better organization of your financial data. Simplify your work routine and enhance efficiency with this financial management solution.

Effortlessly streamline your finance and record-keeping process with this hassle-free workflow between Xero and Microsoft SharePoint. Every time a new sales invoice is processed in Xero, a corresponding list item will be created in Microsoft SharePoint. This seamless integration means fewer manual entries, mitigating the risk of errors, and offers better organization of your financial data. Simplify your work routine and enhance efficiency with this financial management solution.

  1. When this happens...
    XeroXero
    New Sales Invoice

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

    TriggerScheduled
  2. automatically do this!
    Microsoft SharePointMicrosoft SharePoint
    Create List Item

    Creates a new item on a list.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
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About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
Learn moreHelp

Related categories

  • Microsoft
  • Team Collaboration
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xero logo

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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