Black Friday 2025: View All SaaS Deals | Expires on 3rd December →

viaSocket
IntegrationsXeroMicrosoft Teams
Xero + Microsoft Teams

Connect Xero and Microsoft Teams to Build Intelligent Automations

Choose a Trigger

Xero

When this happens...

Choose an Action

Microsoft Teams

Automatically do this!

Ready to use Xero and Microsoft Teams automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when you add a new contact

New Quote

New Quote

Triggers when a new quote is created

New Credit Note

New Credit Note

Triggers When A New Credit Note Is Created

New Purchase Order

New Purchase Order

Triggers when a new purchase order is created

New Bill

New Bill

Triggers When You Add A New Bill

New Bank Transaction

New Bank Transaction

Triggers When A New Bank Transaction Is Created

Do thisActions

Action is the task that follows automatically within your Xero integrations.

Create a Contact

Create a Contact

Creates a new contact.

Create Project

Create Project

Creates a New Project For a Contact

Create Purchase Order

Create Purchase Order

Creates A New Purchase Order For A Contact

Create New Quote

Create New Quote

Creates a New Quote

Find a Purchase Order

Find a Purchase Order

Find a Purchase Order By Order Number Or Order ID

Find Invoice

Find Invoice

Finds An Invoice By Number Or Reference

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Know More About Xero and Microsftteams Integrations

Top 5 ways to Automate Xero with viaSocket

Top 5 ways to Automate Xero with viaSocket

Learn the top 5 strategies for automating Xero with viaSocket. Improve your workflow and maximize productivity with our detailed recommendations.

Know more
Accounting Automation Guide

Accounting Automation Guide

Master accounting automation with this guide with examples. Explore top tools, steps, and tips to save time, reduce errors, and streamline finances in 2025.

Know more
How to Automate Xero

How to Automate Xero

Learn to automate Xero and simplify your accounting tasks. Explore pricing options and essential integrations to enhance your financial management efficiency.

Know more
Supercharge Your Invoicing with viaSocket

Supercharge Your Invoicing with viaSocket

Streamline your invoicing process with viaSocket. Experience efficiency and accuracy in billing, ensuring timely payments and improved cash flow.

Know more
Read more blogs

Step by step guides to integrate Xero and Microsoft Teams

Frequently Asked Questions

How do I start an integration between Xero and Microsoft Teams?

To start, connect both your Xero and Microsoft Teams accounts to viaSocket. Once connected, you can set up a workflow where an event in Xero triggers actions in Microsoft Teams (or vice versa).

Can we customize how data from Xero is recorded in Microsoft Teams?

Absolutely. You can customize how Xero data is recorded in Microsoft Teams. This includes choosing which data fields go into which fields of Microsoft Teams, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Xero and Microsoft Teams?

The data sync between Xero and Microsoft Teams typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Xero to Microsoft Teams?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Xero and Microsoft Teams?

Yes, you can set conditional logic to control the flow of data between Xero and Microsoft Teams. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Xero

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.

IT OperationsSales and CRM
Learn More
Microsoft Teams

About Microsoft Teams

Microsoft Teams is a collaboration platform that integrates people, content, and tools to enhance teamwork and communication. It offers chat, video conferencing, file sharing, and app integration to streamline workflows and improve productivity.

CommunicationTeam Collaboration
Learn More

viaSocket

For SaaS

List Your App Build Your Own PlugEmbed Whitelabel MCP ServerBecome a Billing Partner Showcase Popular Workflows

For AI Agent Builders

viaSocket EmbedMCP Marketplace

Support

Book a DemoContact Support TeamRequest a Feature Knowledge Base Community BlogDownload Mobile AppRequest an Integration

Automation Experts

Hire an ExpertBecome a PartnerPartner Program

MCP

MCP MarketplaceMCP for AI AgentsMCP for SaaS Players

Compare

viaSocket vs ZapierviaSocket vs MakeviaSocket vs Pabbly
Capterra software reviews badgeG2 Users Love Us badge

Company

AboutWe are HiringCulture We FosterClient StoriesRoadmap

Plans, Pricing and Offer

PricingStartups plan Discount for Developing NationsFree Access Programs

AI & Automation

Apps IntegrationsFeaturesList Your AppAutomations Discover Top AppsEmbedWorkflow Automation Guide

© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy

Walkover Web Solutions Pvt Ltd. | All rights reserved.