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Teamwork + Xero

Create new companies in Teamwork for each new contact in Xero

Start streamlining your workflow today with this convenient automation integration between Xero and Teamwork. Whenever a new contact is registered in Xero, a company profile is instantly created in Teamwork. This seamless process saves you time, mitigates manual data entry mistakes, and ensures everyone on your team has the most current contact information, thus enhancing productivity.

Start streamlining your workflow today with this convenient automation integration between Xero and Teamwork. Whenever a new contact is registered in Xero, a company profile is instantly created in Teamwork. This seamless process saves you time, mitigates manual data entry mistakes, and ensures everyone on your team has the most current contact information, thus enhancing productivity.

  1. When this happens...
    XeroXero
    New Contact

    Triggers when you add a new contact.

    TriggerScheduled
  2. automatically do this!
    TeamworkTeamwork
    Create Company

    Creates a new company.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
teamwork logo
teamwork logo

About Teamwork

Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.
Learn moreHelp

Related categories

  • Project Management

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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.

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