How to connect Teamgate + Xero
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- Activity Status ChangedTriggers when an activity status is changed.Trigger
- Lead Converted to PersonTriggers when a lead is converted to person.Trigger
- Deal Stage ChangedTriggers when a deal's stage is updated.Trigger
- Email OpenedTriggers when email is opened.Trigger
- New Lost DealTriggers when a deal is lost.Trigger
- New CompanyTriggers when a new company is created.Trigger
- New DealTriggers when a new deal is created.Trigger
- New LeadTriggers when a new lead is created.Trigger
- 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.
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