Teamgate + Xero Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Teamgate and Xero, with as many as 73 possible integrations. Are you ready to find your productivity superpowers?
Create Xero invoices for new won deals on Teamgate
Once you close, there's follow up work—and admin—to do. Streamline the process by setting up this integration. It will then trigger every time you win a deal on Teamgate, auto-creating the invoice for it on Xero so that your paperwork is set up instantly, ready for your customer.
How this Xero-Teamgate integration works
- A new deal is won on Teamgate
- Zapier automatically creates a new invoice for it on Xero
Apps involved
- Xero
- Teamgate
It's easy to connect Teamgate + Xero and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new person is created.
Creates a new company.
Triggers when a new lead is created.
Creates a new lead.
Triggers when a new deal is created.
Creates a new person.
Triggered when you add a new bill. (Accounts Payable)
Creates a new sales invoice (Accounts Receivable).
Triggered when you add a new sales invoice. (Accounts Receivable)
Creates a new contact or updates a contact if a contact already exists.
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