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.
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.Microsoft Teams Integrations
Xero + Microsoft TeamsAdd Member in Microsoft Teams when New Bill is created in Xero Read More...
Xero + Microsoft TeamsSend Channel Messages in Microsoft Teams when New Bill is created in Xero Read More...
Xero + Microsoft TeamsDelete user in Microsoft Teams when New Bill is created in Xero Read More...
Xero + Microsoft TeamsSend Chat Message in Microsoft Teams when New Bill is created in Xero Read More...
It's easy to connect Xero + Microsoft Teams without coding knowledge. Start creating your own business flow.
Triggered when you add a new bill. (Accounts Payable)
Triggered when you add a new contact.
Triggered when you receive a new payment.
Triggered when a new quote is created.
Triggered when you add a new sales invoice. (Accounts Receivable)
Trigger every time a new chat is created.
Trigger every time a new chat message is created.
Trigger every time a new meeting is created.
Triggers when a new message is posted to a specific #channel you choose.
Trigger every time a new team is created.
Trigger every time a new user is added in the group's user list.
Transfers money between two bank accounts.
Creates a new bill (Accounts Payable).
Creates a new credit note for a contact.
Creates a new quote draft.
Applies a payment to an invoice.
Creates a new purchase order for a contact.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new item or updates a item if a product already exists.
Add new member in a group.
Creates a new channel.
Creates a new chat.
Create a meeting
Delete an user from an Ms Team group.
Post a new message to a channel you choice.
Send Chat Message.
Xero is a cloud-based accounting software that helps its users manage their finances. It is designed for small businesses and freelancers. The company was founded in New Zealand in 2006 and it has since grown to be used by over more than 500,000 enterprise and SMEs. (https://www.xero.com/about)
Microsoft Teams is an online office communication top that facilitates teamwork. It can be used for messaging, voice and video calling, and for sharing files between users. The service is integrated with Office 365 and Microsoft’s productivity tops, such as Word, PowerPoint and Excel. Microsoft Teams allows users to create chat channels with specific people or groups. It can be accessed from web browsers, smartphones, and desktop applications. The product was released at the end of 2016 to replace Skype for Business. (https://www.microsoft.com/en-us/teams/what-is-microsoft-teams)
Xero has recently introduced new Microsoft Teams integrations that will help teams effectively track time spent on Xero tasks using Teams. (https://www.xero.com/blog/integrate-xero-microsoft-teams-track-time-spent-)
This new functionality is being made available for the first time to all customers on the latest versions of Xero and Microsoft Office 365. This makes it possible for Xero’s customers to integrate their work with Xero into the Microsoft Teams app. This functionality includes the ability to:
Start a task in Xero from within a conversation in Teams;
Get notified when a task is completed; and,
View detailed task information from within a conversation, including time spent, notes, attachments and invoice items.
The team at Xero says that this new functionality will speed up the process of tracking time by enabling clients to start a task directly from the context of a conversation in Microsoft Teams without having to leave the app to log into Xero, click on the relevant item and start the timer. This integration will also allow team members to see what others are working on and cplaborate in real time on tasks to improve efficiency. (https://www.xero.com/blog/integrate-xero-microsoft-teams-track-time-spent-)
There are many benefits of integrating these two apps together. These include:
The process to integrate Xero and Microsoft Teams 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.