Teamgate + Xero Integrations

How to connect Teamgate + Xero

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Supported triggers and actions

What does this mean?

Activity Status Changed
Triggers when an activity status is changed.
Trigger
Instant
Lead Converted to Person
Triggers when a lead is converted to person.
Trigger
Scheduled
Deal Stage Changed
Triggers when a deal's stage is updated.
Trigger
Scheduled
Email Opened
Triggers when email is opened.
Trigger
Instant
New Lost Deal
Triggers when a deal is lost.
Trigger
Scheduled

New Company
Triggers when a new company is created.
Trigger
Scheduled
New Deal
Triggers when a new deal is created.
Trigger
Scheduled

New Lead
Triggers when a new lead is created.
Trigger
Scheduled

Teamgate
Triggers when a new person is created.
Scheduled
Trigger
Teamgate
Lists the products.
Scheduled
Trigger
Teamgate
Triggers when a lead is unqualified.
Scheduled
Trigger
Teamgate
Triggers when a deal is won.
Scheduled
Trigger
Teamgate
Creates a new activity.
Scheduled
Action
Teamgate
Updates a cart's products "In Stock" status.
Scheduled
Action
Teamgate
Creates a new company.
Scheduled
Action
Teamgate
Creates a new deal.
Scheduled
Action
Teamgate
Creates a new lead.
Scheduled
Action
Teamgate
Creates a new person.
Scheduled
Action
Teamgate
Update existing product.
Scheduled
Action
Teamgate
Creates a new product.
Scheduled
Action
Teamgate
Update existing deal.
Scheduled
Action
Teamgate
Update existing lead.
Scheduled
Action
Teamgate
Finds an existing company.
Scheduled
Action
Teamgate
Finds an existing lead.
Scheduled
Action
Teamgate
Finds an existing person.
Scheduled
Action
Teamgate
Finds a product give.
Scheduled
Action
Teamgate
Finds an existing company.
Scheduled
Action
Teamgate
Finds an existing lead.
Scheduled
Action
Teamgate
Finds an existing person.
Scheduled
Action
Teamgate
Finds a product give.
Scheduled
Action
Xero
Triggers when a new bank transaction is created.
Scheduled
Trigger
Xero
Triggers when you add a new bill. (Accounts Payable)
Scheduled
Trigger
Xero
Triggers when you add a new contact.
Scheduled
Trigger
Xero
Triggers when you receive a new payment.
Scheduled
Trigger
Xero
Triggers when a new purchase order is created or enters a status for the first time.
Scheduled
Trigger
Xero
Triggers when a new quote is created.
Scheduled
Trigger
Xero
Triggers when you add a new draft expense claim receipt.
Scheduled
Trigger
Xero
Triggers when you add a new sales invoice. (Accounts Receivable)
Scheduled
Trigger
Xero
Adds line items to an existing sales invoice.
Scheduled
Action
Xero
Creates a new Spend/Receive Money bank transaction.
Scheduled
Action
Xero
Transfers money between two bank accounts.
Scheduled
Action
Xero
Creates a new contact or updates a contact if a contact already exists.
Scheduled
Action
Xero
Creates a new quote draft.
Scheduled
Action
Xero
Creates a new credit note for a contact.
Scheduled
Action
Xero
Sends an invoice via email.
Scheduled
Action
Xero
Creates a new bill (Accounts Payable).
Scheduled
Action
Xero
Creates a new sales invoice (Accounts Receivable).
Scheduled
Action
Xero
Applies a payment to an invoice.
Scheduled
Action
Xero
Creates a new purchase order for a contact.
Scheduled
Action
Xero
Finds a contact by name or account number.
Scheduled
Action
Xero
Finds an invoice by number or reference.
Scheduled
Action
Xero
Finds or creates a specific contact.
Scheduled
Action

How Teamgate + Xero Integrations Work

Step 1: Authenticate Teamgate and Xero.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Teamgate + Xero

About Teamgate

Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.

Related categories

CRM (Customer Relationship Management)

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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.