Teamwork Desk + Xero Integrations

How to connect Teamwork Desk + Xero

Zapier lets you send info between Teamwork Desk and Xero automatically—no code required.

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New Agent Reply

Triggers when an agent sends a new reply.

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Add Items to Existing Sales Invoice

Adds line items to an existing sales invoice.

Supported triggers and actions

What does this mean?

New Agent Reply
Triggers when an agent sends a new reply.
Trigger
Instant
New Customer
Triggers when a new customer is created.
Trigger
Instant
New Customer Reply
Triggers when a customer sends a new reply.
Trigger
Instant
Thread Edited
Triggers when a thread has been edited.
Trigger
Instant
Ticket Assigned
Triggers when a ticket is assigned.
Trigger
Instant

New Ticket
Triggers when a new ticket is created.
Trigger
Instant
New Ticket Note
Triggers when a ticket note is created.
Trigger
Instant

Ticket Unassigned
Triggers when a ticket is unassigned.
Trigger
Instant

Teamwork Desk
Add a reply to a ticket.
Scheduled
Action
Teamwork Desk
Assigns ticket to the specified user.
Scheduled
Action
Teamwork Desk
Creates a new customer.
Scheduled
Action
Teamwork Desk
Creates a new ticket.
Scheduled
Action
Teamwork Desk
Links a Teamwork Projects task to a ticket.
Scheduled
Action
Teamwork Desk
Unassigns a ticket.
Scheduled
Action
Teamwork Desk
Updates an existing customer.
Scheduled
Action
Teamwork Desk
Updates an existing ticket.
Scheduled
Action
Teamwork Desk
Find an existing customer by name or email address.
Scheduled
Action
Teamwork Desk
Finds an existing ticket by ticket ID or keyword search.
Scheduled
Action
Teamwork Desk
Find or Create Customer
Scheduled
Action
Teamwork Desk
Find or Create Ticket
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 Teamwork Desk + Xero Integrations Work

Step 1: Authenticate Teamwork Desk + 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 Teamwork Desk + Xero

About Teamwork Desk

Teamwork Desk makes it easy for your team to handle any customer support queries that come their way.

Learn More

Related categories

Customer Support

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.