Teamwork Desk + Xero
Create tickets in Teamwork Desk for new sales invoices in Xero
Stay on top of your customer service with this seamless workflow. Whenever a new sales invoice is created in Xero, a corresponding ticket is effortlessly made in Teamwork Desk. This allows for efficient tracking and management of all client invoices, enhancing your customer assistance and reducing the chance of missed issues. Sharpen your client relationships and streamline your financial tasks with this smooth integration.
Stay on top of your customer service with this seamless workflow. Whenever a new sales invoice is created in Xero, a corresponding ticket is effortlessly made in Teamwork Desk. This allows for efficient tracking and management of all client invoices, enhancing your customer assistance and reducing the chance of missed issues. Sharpen your client relationships and streamline your financial tasks with this smooth integration.
- When this happens...New Sales Invoice
Triggers when you add a new sales invoice. (Accounts Receivable).
- automatically do this!Create Ticket
Creates a new ticket.
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