Connect Teamwork and Xero
Integrate Teamwork with Xero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Teamwork + Xero flows
Start from a real workflow other teams are already running.
Choose a trigger
Teamwork
When this happens...
New Task
New Comment
New Company
New Expense
New File
New Invoice
New Link
New Message
New Message Reply
New Milestone
New Notebook
New Project
New Task List
New Time Entry
Choose an action
Xero
Automatically do this!
Create or Update Contact
Create Project
Create Purchase Order
Create New Quote
Find a Purchase Order
Find Invoice
Find Contact
Add Note to Invoice
Add Stock Items
Create Bank Transfer
Create an Xero Invoice
Get Balance Sheet
Get Report of Profit and Loss
Create Company in Teamwork when New Contact in Xero
Use this flowCreate Project in Teamwork when New Contact in Xero
Use this flowCreate User in Teamwork when New Contact in Xero
Use this flowCreate Task in Teamwork when New Contact in Xero
Use this flowCreate Task List in Teamwork when New Contact in Xero
Use this flowCreate Link Category in Teamwork when New Contact in Xero
Use this flowCreate Message Category in Teamwork when New Contact in Xero
Use this flowCreate Calendar Event Type in Teamwork when New Contact in Xero
Use this flowCreate File Category in Teamwork when New Contact in Xero
Use this flowCreate Message Reply in Teamwork when New Contact in Xero
Use this flowSupported Triggers & Actions
Everything you can automate between Teamwork and Xero.
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Apply approved New Task V4 corrections to connection URL lookup, webhook cleanup, and sample text.
New Comment
Apply approved webhook response validation, safe cleanup, sample guidance, and trigger category corrections.
New Company
Triggers when a new company (client) is added to your Teamwork site.
New Expense
Apply approved paginated Project dropdown and clearer help text while preserving webhook behavior.
New File
Runs when a new file is added in Teamwork, optionally limited to a chosen project.
New Invoice
Triggers instantly when a new invoice is created in any Teamwork project.
Do thisActions
Action is the task that follows automatically within your Teamwork integrations.
Create Company
Creates a new company in Teamwork.
Create Project
Creates a new project in Teamwork with optional fields.
Create User
Update Create User action boolean field placeholders to exact 'Select' in the current action version.
Create Task
Create a new task in a Teamwork task list.
Create Task List
Creates a new task list.
Create Link Category
Creates a new link category.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About Teamwork
Teamwork is a comprehensive project management and team collaboration platform designed to help businesses streamline their workflows, manage tasks, and enhance productivity. It offers a suite of tools for project planning, time tracking, and communication, making it ideal for teams looking to improve efficiency and collaboration.
Learn moreSimilar apps
About Xero
Xero is a cloud-based accounting software platform for small and medium-sized businesses. It connects business owners with their financial data and advisors anytime, anywhere, on any device.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Teamwork and Xero accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Teamwork and Xero as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Xero. No coding required.
Yes. You can set up a workflow where Teamwork triggers actions in Xero, and a separate workflow where Xero triggers actions in Teamwork. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Teamwork and Xero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Teamwork and Xero integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
