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
Get started for free—14 day trial of premium features and apps.
No coding required—automate any of 1,500+ apps in minutes.
Enterprise-level security—connect mission-critical apps.
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.