Teamwork Desk + Xero Integrations
How to connect Teamwork Desk + Xero
Zapier lets you send info between Teamwork Desk and Xero automatically—no code required.
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
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.
Related categories
About Xero
Related categories
Similar apps
QuickBooks Online
Accounting
FreeAgent
Accounting
Wave
AccountingGet started for free
You can't add more hours to the day. Zapier is the next best thing.