How to connect Teamwork Desk + Xero
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- New Agent ReplyTriggers when an agent sends a new reply.Trigger
- New CustomerTriggers when a new customer is created.Trigger
- New Customer ReplyTriggers when a customer sends a new reply.Trigger
- Thread EditedTriggers when a thread has been edited.Trigger
- Ticket AssignedTriggers when a ticket is assigned.Trigger
- New TicketTriggers when a new ticket is created.Trigger
- New Ticket NoteTriggers when a ticket note is created.Trigger
- Ticket UnassignedTriggers when a ticket is unassigned.Trigger
- 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 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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