Integrate Microsoft Teams with Xero

Appy Pie Connect allows you to automate multiple workflows between Microsoft Teams and Xero

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About Microsoft Teams

Microsoft Teams is a hub for teamwork, productivity, and collaboration. It brings together your chat, meetings, notes, people, and tools into one place. And it's accessible from anywhere, on any device.

About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

Xero Integrations
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Best Microsoft Teams and Xero Integrations

  • Microsoft Teams Integration Xero Integration

    Microsoft Teams + Xero

    Create Sales Invoice to Xero from New Team in Microsoft Teams Read More...
    Close
    When this happens...
    Microsoft Teams Integration New Team
     
    Then do this...
    Xero Integration Create Sales Invoice
  • Microsoft Teams Integration Xero Integration

    Microsoft Teams + Xero

    Create Bill to Xero from New Team in Microsoft Teams Read More...
    Close
    When this happens...
    Microsoft Teams Integration New Team
     
    Then do this...
    Xero Integration Create Bill
  • Microsoft Teams Integration Xero Integration

    Microsoft Teams + Xero

    Create Purchase Order to Xero from New Team in Microsoft Teams Read More...
    Close
    When this happens...
    Microsoft Teams Integration New Team
     
    Then do this...
    Xero Integration Create Purchase Order
  • Microsoft Teams Integration Xero Integration

    Microsoft Teams + Xero

    Create/Update Contact to Xero from New Team in Microsoft Teams Read More...
    Close
    When this happens...
    Microsoft Teams Integration New Team
     
    Then do this...
    Xero Integration Create/Update Contact
  • Microsoft Teams Integration Xero Integration

    Microsoft Teams + Xero

    Create Payment to Xero from New Team in Microsoft Teams Read More...
    Close
    When this happens...
    Microsoft Teams Integration New Team
     
    Then do this...
    Xero Integration Create Payment
  • Microsoft Teams Integration {{item.actionAppName}} Integration

    Microsoft Teams + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Teams + Xero in easier way

It's easy to connect Microsoft Teams + Xero without coding knowledge. Start creating your own business flow.

    Triggers
  • New Chat

    Trigger every time a new chat is created.

  • New Chat Message

    Trigger every time a new chat message is created.

  • New Meeting

    Trigger every time a new meeting is created.

  • New Message Posted to Channel

    Triggers when a new message is posted to a specific #channel you choose.

  • New Team

    Trigger every time a new team is created.

  • New User

    Trigger every time a new user is added in the group's user list.

  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

    Actions
  • Add Member

    Add new member in a group.

  • Create Channel

    Creates a new channel.

  • Create Chat

    Creates a new chat.

  • Create Meeting

    Create a meeting

  • Delete user

    Delete an user from an Ms Team group.

  • Send Channel Messages

    Post a new message to a channel you choice.

  • Send Chat Message

    Send Chat Message.

  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Teams & Xero Integrations Work

  1. Step 1: Choose Microsoft Teams as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Xero as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Teams to Xero.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Teams and Xero

Microsoft Teams

Microsoft Teams is a software communication platform developed by Microsoft. It is a competitor of Slack. It is similar to Slack, but it has the advanced features such as the shared notes, the desktop and the tablet apps, and the video calls.

Xero

Xero is an accounting software application for small businesses. This software was created in New Zealand. The company that created this software was called Salmon Software when it was founded in 2004. In 2007, the company was renamed to Xero. Xero is compatible with multiple operating systems like Mac OS, Windows, and Android. It has more than 1 million users worldwide. This software is used by small businesses, freelancers and accountants.

Integration of Microsoft Teams and Xero

Xero can be integrated with Microsoft Teams. It allows users to access their Xero data within Teams environment. An ingestion top supports the integration of Microsoft Teams and Xero. It also allows users to view their financial data on the team chat screen. They will be able to create invoices, see bank transactions, see payment reminders and see other financial data in a single place.

Benefits of Integration of Microsoft Teams and Xero

The benefits of integration of Microsoft Teams and Xero are as fplows:

Communication between teams and their clients is easier because the team members don’t have to open two different applications to communicate with their clients. They can do it all from one place using Microsoft Teams.

The team members do not need to use two different software programs to track their projects. They can do it all from one place using Microsoft Teams.

Microsoft Teams allows its users to work together on one project at a time properly. For example, if there is a team of ten members who are working on the same project, then they can all access their project information from one place instead of going to ten different places or opening ten different tabs in their browser window. This will allow them to save time and improve their productivity.

Microsoft Teams allows users to integrate data from other applications like Google Sheets, Dropbox, OneDrive, Box, Salesforce, and Marketo into their team conversations. Using these integrations they can quickly share files, manage tasks, send emails, create reports and easily track activities with their team members. This will make teamwork easy and seamless for them.

Microsoft Teams allows users to search for information about their projects without leaving the app or logging into multiple websites. Users can get into the app and search for any information about a specific project using their desktop or their mobile devices from anywhere in the world. This will save time for them as they don’t have to go through too many different websites or apps for a specific piece of information about their project. They can just stay inside the teams app and find out whatever information they require about their project using this feature.

The process to integrate Microsoft Teams and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.