Teamwork + Xero Integration

Q: Can I automatically create Xero sales invoices from Teamwork project invoices?

You can automatically generate Xero sales invoices whenever a new invoice is created in Teamwork using ready workflows on Integrately.

Q: Can I connect Teamwork, Xero, and Slack?

You can connect Teamwork, Xero, and Slack to run multi-step workflows that create accounting records and notify your team on Slack, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Teamwork and Xero?

Integrately is a great alternative for Teamwork and Xero, offering 20 million+ ready automation templates, 24/5 live chat support, and 3x to 10x lower cost.

Q: How are Teamwork invoices synced with Xero sales invoices?

Teamwork invoices are captured instantly when created, triggering automated sales invoice creation in Xero through ready workflows.

Q: Can Xero payment updates trigger actions in Teamwork?

Xero payment events can automatically trigger task completion updates and time entries in Teamwork using ready-made templates.

Q: Do I need coding skills to automate Teamwork and Xero?

No coding skills are required to connect Teamwork and Xero. You can use ready templates or ask Integrately AI to set up your exact workflow.

Q: Is the Teamwork and Xero integration free?

The Teamwork and Xero integration is available on a free forever plan with access to ready workflows and automated flows.

Integrate Teamwork to Xero in one click, or tell Integrately AI how you want each invoice handled. Create sales invoices, log payments, update project accounts, and trigger follow-ups automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Task is created in Teamwork Instant
Task is updated in Teamwork Instant
Task is deleted in Teamwork Instant
Project is created in Teamwork Instant
Project is updated in Teamwork Instant
Project is deleted in Teamwork Instant
Card is created in Teamwork Instant
Task List is created in Teamwork Instant
Risk is created in Teamwork Instant
Message reply is created in Teamwork Instant
Calendar event is created in Teamwork Instant
Calendar event reminder is sent in Teamwork Instant
Person is created in Teamwork Instant
Time entry is created in Teamwork Instant
Message is created in Teamwork Instant
Milestone is created in Teamwork Instant
Notebook is created in Teamwork Instant
Invoice is created in Teamwork Instant
Company is created in Teamwork Instant
Status is created in Teamwork Instant
Expense is created in Teamwork Instant
Column is created in Teamwork Instant
Comment is created in Teamwork Instant
Link is created in Teamwork Instant
Contact is created/updated in Xero
Contact (supplier) in Xero
Sales Invoice is created/updated in Xero
Expense claim receipt is created/updated in Xero
Payment is created/updated in Xero
Quote is created/updated in Xero
Account is created/updated in Xero
Item is created/updated in Xero
Purchase Order is created/updated in Xero
Bill is created/updated in Xero
Bank Transfer is created in Xero
Journal is created in Xero
Bank Transaction is created/updated in Xero
User is created/updated in Xero

Trusted by experts at...

Ready Workflows for Teamwork + Xero Integration

Create sales invoices, log payments, update accounts, notify your accounting team, and record transactions, all in just one click.

Create Teamwork task for new Xero contact

Xero and Teamwork are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Xero, do you also create a task in Teamwork? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

Activate

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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Teamwork + Xero flow

Route finance records to your team, keep project boards updated, and alert stakeholders as invoices change. Pick a combination and activate it in one click.

Asana (5)

ClickUp (5)

Slack (5)

Google Drive (5)

Google Sheets (5)

Gmail (5)

Create an Asana task when an invoice is created in Teamwork and generate a sales invoice in Xero

New Teamwork invoices instantly create an Asana task for review and a sales invoice in Xero, keeping billing and task tracking aligned.

When a Xero sales invoice is updated, create an update task in Asana and log a comment in Teamwork

Updates to Xero invoices trigger an Asana task and add a comment in Teamwork so the whole project team stays informed.

If a Xero payment is created, mark the corresponding task complete in Teamwork and update the project in Asana

Recorded payments in Xero automatically close out tasks in Teamwork and mark project milestones complete in Asana.

Use Claude to summarise Xero invoice notes, create an Asana follow-up task, and log an entry in Teamwork

AI analyses Xero invoice details, generates an actionable Asana task, and records the entry in Teamwork.

When a Teamwork task is created for billing, create a sales invoice in Xero and assign a review task in Asana

Billing tasks in Teamwork generate sales invoices in Xero and alert the finance team in Asana.

Create a ClickUp task when a Teamwork invoice is created and generate a sales invoice in Xero

New Teamwork invoices open a task in ClickUp and create a matching sales invoice in Xero automatically.

When a Xero payment is recorded, update the ClickUp task and add a time entry in Teamwork

Payments in Xero trigger task updates in ClickUp and log time entries in Teamwork.

If a Xero sales invoice exceeds a threshold, create an urgent ClickUp task and log it in Teamwork

High-value Xero invoices trigger priority ClickUp tasks and record tracking entries in Teamwork.

Use ChatGPT to analyse Xero billing data, create a task in ClickUp, and update Teamwork projects

AI evaluates Xero financial data, builds a structured ClickUp task, and logs updates in Teamwork.

When a Teamwork project is created, set up a tracking task in ClickUp and generate a contact in Xero

New Teamwork projects automatically establish tracking tasks in ClickUp and contacts in Xero.

Create a Xero sales invoice when a Teamwork invoice is created and notify your finance channel in Slack

New Teamwork invoices generate Xero sales invoices and instantly notify your finance channel on Slack.

When a Xero payment is recorded, post an update in Slack and log a time entry in Teamwork

Recorded Xero payments announce the transaction in Slack and log billable hours in Teamwork.

If a Xero bill is created, notify the management channel in Slack and log an expense in Teamwork

New Xero bills alert management in Slack and record corresponding expenses in Teamwork.

Use Gemini to summarise Xero financial reports, log the output in Teamwork, and alert your team in Slack

AI analyses Xero financial data, logs records in Teamwork, and posts summaries in Slack.

When a Teamwork task is deleted, update the contact in Xero and notify your support channel in Slack

Deleted Teamwork tasks update Xero contact records and post notifications in Slack.

Upload project files from Teamwork to Google Drive and create a corresponding sales invoice in Xero

Teamwork project files are saved to Google Drive while generating a sales invoice in Xero.

When a Xero sales invoice is generated, save invoice attachments to Google Drive and log them in Teamwork

Xero sales invoices save PDF attachments to Google Drive and record entries in Teamwork.

If a Xero purchase order is created, upload documentation to Google Drive and create a task in Teamwork

New Xero purchase orders upload documents to Google Drive and create tracking tasks in Teamwork.

Use OpenAI to categorise Xero invoice receipts in Google Drive and log the metadata in Teamwork

AI classifies receipt files in Google Drive and updates Teamwork records with metadata.

When a Teamwork notebook is created, save a backup in Google Drive and update contact records in Xero

New Teamwork notebooks back up to Google Drive while updating client records in Xero.

Log every new Teamwork invoice in Google Sheets and create a corresponding sales invoice in Xero

Teamwork invoices populate Google Sheets rows while generating sales invoices in Xero.

When a Xero payment is recorded, update the Google Sheets tracking row and log a time entry in Teamwork

Recorded Xero payments update Google Sheets tracking rows and log time entries in Teamwork.

If a Xero contact is created, add a record to Google Sheets and create a project in Teamwork

New Xero contacts populate Google Sheets tracking tables and initialize projects in Teamwork.

Use Perplexity to analyse Xero financial metrics, log results in Google Sheets, and update Teamwork

AI evaluates Xero financial data, logs insights in Google Sheets, and updates Teamwork records.

When a Teamwork task is created, add a tracking row in Google Sheets and update Xero accounts

New Teamwork tasks log rows in Google Sheets and update financial accounts in Xero.

Send an email via Gmail when a Teamwork invoice is created and generate a sales invoice in Xero

New Teamwork invoices trigger client emails via Gmail and create sales invoices in Xero.

When a Xero payment is recorded, send a confirmation via Gmail and log a time entry in Teamwork

Recorded Xero payments send confirmation emails via Gmail and log time entries in Teamwork.

If a Xero bill is overdue, email the vendor via Gmail and create a task in Teamwork

Overdue Xero bills trigger reminder emails in Gmail and create follow-up tasks in Teamwork.

Use ChatGPT to draft Xero invoice follow-ups, send them via Gmail, and update Teamwork records

AI drafts client follow-up emails for Xero invoices, sends them via Gmail, and updates Teamwork.

When a Teamwork project is completed, send a wrap-up email via Gmail and update contacts in Xero

Completed Teamwork projects trigger client wrap-up emails in Gmail and update Xero contacts.

Supported triggers and actions for Teamwork and Xero

Mix and match to build the exact automation you need

Teamwork Triggers & Actions

Instant

Task is created in Teamwork

Triggers the automation when a new task is added

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Instant

Task is updated in Teamwork

Triggers the automation when any task is modified

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Instant

Task is deleted in Teamwork

Triggers the automation when any task is deleted

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Instant

Project is created in Teamwork

Triggers the automation when a new project is created

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Instant

Project is updated in Teamwork

Triggers the automation when a project is updated

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Instant

Project is deleted in Teamwork

Triggers the automation when a project is deleted

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Instant

Card is created in Teamwork

Triggers the automation when a new card is created

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Instant

Task List is created in Teamwork

Triggers the automation when a new task list is created

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Instant

Risk is created in Teamwork

Triggers the automation when a risk is created

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Instant

Message reply is created in Teamwork

Triggers the automation when a message is replied to

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Instant

Calendar event is created in Teamwork

Triggers the automation when a new event is created in a calendar

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Instant

Calendar event reminder is sent in Teamwork

Triggers the automation when a reminder is sent for the upcoming calendar event

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Instant

Person is created in Teamwork

Triggers the automation when a new person is created

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Instant

Time entry is created in Teamwork

Triggers the automation when a new time entry is created

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Instant

Message is created in Teamwork

Triggers the automation when a new message is created

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Instant

Milestone is created in Teamwork

Triggers the automation when a new milestone is created

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Instant

Notebook is created in Teamwork

Triggers the automation when a new notebook is created

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Instant

Invoice is created in Teamwork

Triggers the automation when a new invoice is added

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Instant

Company is created in Teamwork

Triggers the automation when a new company is created

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Instant

Status is created in Teamwork

Triggers the automation when a new status is created

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Instant

Expense is created in Teamwork

Triggers the automation when a new expense is added

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Instant

Column is created in Teamwork

Triggers the automation when a new event or workout session is scheduled

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Instant

Comment is created in Teamwork

Triggers the automation when a comment is added

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Instant

Link is created in Teamwork

Triggers the automation when a new link is added

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Create Task in Teamwork

Creates a new task

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Search task in Teamwork

Searches for a task

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Mark task complete in Teamwork

Marks the task as completed

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Update task in Teamwork

Updates the task with new information or changes

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Create task comment in Teamwork

Adds comment to a task

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Create project category in Teamwork

Creates a new project category

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Move board card in Teamwork

Relocates a particular card within a project board

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Create message category in Teamwork

Creates a new message category

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Create message reply in Teamwork

Generates a reply message

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Create board column in Teamwork

Sets up a new column in the board layout

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Create calendar event type in Teamwork

Adds a new event type in the particular calendar

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Create link category in Teamwork

Organize and categorize related links

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Create notebook category in Teamwork

Creates a new notebook category

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Create notebook in Teamwork

Generates a new notebook to organize information

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Create notebook comment in Teamwork

Creates a new comment in a notebook

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Move task list from template in Teamwork

Transfer selected tasks from a template to the corresponding task list

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Add task list from template in Teamwork

Generates a task list based on a pre-existing template

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Search notebook in Teamwork

Searches for a notebook

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Search Task comment in Teamwork

Searches for a task comment

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Search file comment in Teamwork

Searches and retrieve comments from a file

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Search notebook comment in Teamwork

Searches for a notebook comment

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Search milestone comment in Teamwork

Searches for a milestone comment

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Create file category in Teamwork

Generates a new file category based on predetermined criteria

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Create company in Teamwork

Generates a new company profile with given details

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Search company in Teamwork

Finds information about a company

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Create calendar event in Teamwork

Adds a new event to the calendar

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Search event in Teamwork

Conduct a search for events based on particular criteria

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Create person in Teamwork

Generates a new person

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Add people to project in Teamwork

Populate project members based on predefined criteria

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Search person in Teamwork

Retrieves information about a person

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Create project in Teamwork

Creates a new project

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Search project in Teamwork

Searches for a project

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Create time entry on project in Teamwork

Log time spent on a project

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Create time entry on task in Teamwork

Logs the time spent on a task

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Create message in Teamwork

Generates a new message

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Search message in Teamwork

Searches for a message

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Create status in Teamwork

Generates a new status update

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Upload file to project in Teamwork

Transfer files to the designated project folder

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Search file in Teamwork

Searches for a file

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Create expense in Teamwork

Generates a new expense record

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Create milestone in Teamwork

Creates a milestone to track progress

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Create milestone comment in Teamwork

Adds a new comment to a milestone

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Search milestone in Teamwork

Searches for a milestone

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Create task list in Teamwork

Creates a new task list

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Search task list in Teamwork

Searches for a task list

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Create invoice in Teamwork

Generates invoices for sales transactions

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Create link in Teamwork

Generates a new link that redirects to a destination

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Create link comment in Teamwork

Adds a new comment to a link

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Search link in Teamwork

Searches for a link

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Xero Triggers & Actions

Contact is created/updated in Xero

Triggers the automation when a contact is created or updated

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Contact (supplier) in Xero

Triggers the automation when a supplier contact is created or updated

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Sales Invoice is created/updated in Xero

Triggers the automation when a sales invoice is created or updated

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Expense claim receipt is created/updated in Xero

Triggers the automation when any expense claim receipt is created or updated

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Payment is created/updated in Xero

Triggers the automation when a payment is created or updated

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Quote is created/updated in Xero

Triggers the automation when a quote is created or updated

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Account is created/updated in Xero

Triggers the automation when an account is created or updated

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Item is created/updated in Xero

Triggers the automation when an item is created or updated

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Purchase Order is created/updated in Xero

Triggers the automation when a purchase order is created or updated

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Bill is created/updated in Xero

Triggers the automation when a new bill is created or updated

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Bank Transfer is created in Xero

Triggers the automation when a bank transfer occurs

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Journal is created in Xero

Triggers the automation when a new journal is added

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Bank Transaction is created/updated in Xero

Triggers the automation when a bank transaction is created or updated

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User is created/updated in Xero

Triggers the automation when a user is created or updated

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Add attachment to invoice in Xero

Attach files to generated invoices for easy reference

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Create project in Xero

Creates a new project

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Create task in Xero

Creates a new task

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Add attachment to contact in Xero

Attach files or documents to contact profiles

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Add attachment to purchase order in Xero

Uploads and attach files to purchase orders

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Create item code in Xero

Generates new unique item code

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Update invoice items in Xero

Updates the items in an invoice

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Get online invoice URL in Xero

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Search item by name in Xero

Locates and retrieves particular item information

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Create sales invoice in Xero

Generates a new sales invoice with pre-filled details

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Create sales invoice for existing contact in Xero

Generates a new sales invoice for an existing contact

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Search sales invoice in Xero

Searches for a sales invoice

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Get sales invoice by id in Xero

Retrieves a sales invoice using the unique invoice id

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Create contact in Xero

Adds a new contact to the database

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Search contact by email address in Xero

Finds and retrieves contact information using their email address

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Search contact by name in Xero

Finds information about a contact using the name

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Update contact in Xero

Updates contact information with new details

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Search contact by account number in Xero

Retrieves contact information based on the provided account number

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Create payment in Xero

Generates and process a payment transaction

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Create quote in Xero

Generates a new quote with pre-filled information

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Create bill in Xero

Generates a new bill for the customer

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Create purchase order in Xero

Generates a purchase order for approved requests

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Add items to existing sales invoice in Xero

Adds selected items to an existing sales invoice

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Send sales invoice by email in Xero

Sends a sales invoice by email

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Search item in Xero

Locates and retrieves particular item information

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Create bank transfer in Xero

Initiates a bank transfer

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Create credit note in Xero

Generates a credit note for returned items

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Create bank transaction in Xero

Generates a bank transaction

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Search account in Xero

Searches for account information

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What can you automate with Teamwork + Xero?

Streamline your financial operations by connecting every project update to your accounting ledger.

Get Started For Free

🧾

Generate Xero invoices from Teamwork automatically

Create sales invoices in Xero the moment an invoice or billable task is created in Teamwork, eliminating double entry between project and accounting tools.

📋

Capture every invoice field and custom detail

Map all available invoice answers, line items, and tax details into Xero instead of just basic contact names, ensuring precise financial reporting.

🔔

Alert your finance team the second payments settle

Send instant notifications to your accounting channel on Slack or via email whenever a payment or bill is updated in Xero.

🔀

Route records based on submitted billing tiers

Send enterprise invoices to dedicated accounting workflows while routing standard client bills to regular ledgers based on submitted fields.

🔄

Keep accounting records current as projects change

Update Xero contacts and sales invoices automatically whenever project details or task statuses are modified in Teamwork.

🔍

Match existing records to prevent duplicates

Search existing Xero contacts and items before creating new entries, keeping your database clean and organized.

💳

Handle later payment events and status changes

Update task boards and financial sheets automatically when payments are recorded, bills are created, or invoices are marked paid.

🌐

Extend your workflow to Google Sheets and Slack

Trigger multi-app pipelines that record transactions in Google Sheets, update accounting records in Xero, and notify your team on Slack.

And much more...

Who is Teamwork + Xero integration for?

Financial tracking and project execution need to match, making this integration essential for teams that manage client deliverables alongside billing.

Financial controllers

Project managers

Client account directors

Billing specialists

Operations leads

Bookkeepers

📈

Financial controllers

You rely on accurate revenue reports to make strategic decisions, but manual ledger entries leave your figures stale — this integration means every Teamwork invoice updates your Xero accounts instantly and your financial data stays current.

⚡

Project managers

You need to act fast when client budgets shift, but invoice updates reach you too late through email threads — connecting these apps means every Xero payment immediately updates your project task status so you can plan resources without delay.

🤝

Client account directors

You answer to external stakeholders who demand transparent progress and billing reports, but reconciling accounts takes hours — automating both apps means your client deliverables and financial records match up automatically for every review.

📊

Billing specialists

The high volume of project invoices makes manual data entry impossible to keep up with by hand, leading to costly billing gaps — this integration means every Teamwork task automatically generates the correct Xero invoice without manual typing.

👥

Operations leads

You depend on upstream project teams to hand off billable work before you can process invoices, creating operational bottlenecks — connecting these apps means project milestones automatically trigger accounting workflows the moment they occur.

🗂️

Bookkeepers

You need a reliable audit history but keep finding discrepancies between project logs and accounting ledgers — automating both apps means every payment and invoice record stays perfectly synchronized across your entire system.

Try This Integration – No Code Needed

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Why choose Integrately to automate Teamwork + Xero

Build and manage your Teamwork + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Teamwork + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

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Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.

24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

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SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

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Frequently Asked Questions

How do I connect Teamwork to Xero?

You can connect Teamwork to Xero in just one click using ready-made automations on Integrately, or ask Integrately AI to build the integration and map the fields for your team.

Can I automatically create Xero sales invoices from Teamwork project invoices?

Can I connect Teamwork, Xero, and Slack?

What is a good Zapier alternative for Teamwork and Xero?

How are Teamwork invoices synced with Xero sales invoices?

Can Xero payment updates trigger actions in Teamwork?

Do I need coding skills to automate Teamwork and Xero?

Is the Teamwork and Xero integration free?

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You Can Also Connect Teamwork or Xero With 1500+ Other Apps

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Teamwork + Xero Integration

Integrate Teamwork to Xero in one click, or tell Integrately AI how you want each invoice handled. Create sales invoices, log payments, update project accounts, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Teamwork + Xero Integration

Create sales invoices, log payments, update accounts, notify your accounting team, and record transactions, all in just one click.

Create Teamwork task for new Xero contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Teamwork + Xero flow

Route finance records to your team, keep project boards updated, and alert stakeholders as invoices change. Pick a combination and activate it in one click.

Supported triggers and actions for Teamwork and Xero

Mix and match to build the exact automation you need

What can you automate with Teamwork + Xero?

Streamline your financial operations by connecting every project update to your accounting ledger.

Who is Teamwork + Xero integration for?

Financial tracking and project execution need to match, making this integration essential for teams that manage client deliverables alongside billing.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Teamwork + Xero

Build and manage your Teamwork + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Related Posts

How to better manage accounts & finances with the top 12 Xero Automations

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Teamwork or Xero With 1500+ Other Apps

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With A Single Click

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Teamwork + Xero Integration

Integrate Teamwork to Xero in one click, or tell Integrately AI how you want each invoice handled. Create sales invoices, log payments, update project accounts, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Teamwork + Xero Integration

Create sales invoices, log payments, update accounts, notify your accounting team, and record transactions, all in just one click.

Create Teamwork task for new Xero contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Teamwork + Xero flow

Route finance records to your team, keep project boards updated, and alert stakeholders as invoices change. Pick a combination and activate it in one click.

Supported triggers and actions for Teamwork and Xero

Mix and match to build the exact automation you need

What can you automate with Teamwork + Xero?

Streamline your financial operations by connecting every project update to your accounting ledger.

Who is Teamwork + Xero integration for?

Financial tracking and project execution need to match, making this integration essential for teams that manage client deliverables alongside billing.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Teamwork + Xero

Build and manage your Teamwork + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Related Posts

How to better manage accounts & finances with the top 12 Xero Automations

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Teamwork or Xero With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click