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Connect Microsoft Teams to Xero Accounting

Use 6 documented Microsoft Teams triggers to run 24 documented Xero Accounting actions.

6 source triggers
24 target actions
Reverse direction supported

Why Connect Microsoft Teams & Xero Accounting?

Start with a Microsoft Teams event

Choose from 6 documented triggers, including New Channel, New Channel Message, New Chat.

Run a Xero Accounting action

Send the event into one of 24 documented actions, such as Add Items to Existing Sales Invoice, Bank Statements Report, Create Bank Transaction.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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Microsoft Teams

Triggers (6)

New Channel

Emit new event when a new channel is created within a team. See the documentation

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New Channel Message

Emit new event when a new message is posted in a channel. See the documentation

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New Chat

Emit new event when a new chat is created. See the documentation

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New Chat Message

Emit new event when a new message is received in a chat. See the documentation

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New Team

Emit new event when a new team is joined by the authenticated user. See the documentation

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New Team Member

Emit new event when a new member is added to a team. See the documentation

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Actions (12)

Create Channel

Create a new channel in Microsoft Teams. See the docs here

Get Chat Message

Get a specific message from a chat. See the documentation

Get Current User

Returns the authenticated Microsoft Teams user's ID, display name, email, and principal name via Microsoft Graph. Call this first when the user says 'my channels', 'my chats', or needs identity context. Use the returned id to identify the sender in **Send Channel Message** or **Send Chat Message** results. See the documentation.

List Channel Messages

Lists messages in a Microsoft Teams channel. See the documentation

List Channels

Lists all channels in a Microsoft Team. See the docs here

List Chats

Lists all chat conversations for the authenticated user. See the documentation

List Messages in Chat

Get the list of messages in a chat. See the documentation

List Shifts

Get the list of shift instances for a team. See the documentation

List Teams

Lists all teams the authenticated user has joined. See the documentation

Search Messages

Search for email or chat messages. See the documentation

Send Channel Message

Send a message to a team's channel. Optionally include inline images via hostedContents. See the documentation

Send Chat Message

Send a message to a team's chat. Optionally include inline images via hostedContents. See the docs here

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Xero Accounting

Triggers (4)

New or Updated Contact

Emit new notifications when you create a new or update existing contact

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New or updated invoice

Emit new notifications when you create a new or update existing invoice

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New or Updated Quote

Emit new event each time a quote is added or updated. See the documentation

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Webhook Event Received (Instant)

Emit new event for each incoming webhook notification. To create a Xero Webhook, please follow the instructions here.

webhook

Actions (24)

Add Items to Existing Sales Invoice

Adds line items to an existing sales invoice. See the docs here

Bank Statements Report

Gets bank statements for the specified bank account.

Create Bank Transaction

Create a new bank transaction See the documentation

Create Bill

Creates a new bill (Accounts Payable)See the docs here

Create Credit Note

Creates a new credit note.

Create Employee

Creates a new employee.

Create History Note

Creates a new note adding it to a document.

Create Item

Creates a new item.

Create or update contact

Creates a new contact or updates a contact if a contact already exists. See the docs here

Create or Update Contact

Creates a new contact or updates if the contact exists.

Create Payment

Creates a new payment

Create Purchase Bill

Creates a new purchase bill.

Create Sales Invoice

Creates a new sales invoice. See the documentation

Create tracking category

Create a new tracking category See the documentation.

Delete tracking category

Delete a tracking category by ID See the documentation.

Delete tracking category option

Delete a tracking category option by ID See the documentation.

Download Invoice

Downloads an invoice as pdf file. File will be placed at the action's associated workflow temporary folder.

Email an Invoice

Triggers the email of a sales invoice out of Xero.

Find contact. Optionally, create one if none are found

Finds a contact by name or account number. Optionally, create one if none are found. See the docs here

Find Invoice

Finds an invoice by number or reference.See the docs here

Find or Create Contact

Finds a contact by name or email address. Optionally, create one if none are found. See the docs here

Get Bank Summary

Gets the balances and cash movements for each bank account.

Get Contact

Gets details of a contact.

Get History of Changes

Gets the history of changes to a single existing document.

Integration Features

6 documented Microsoft Teams triggers
24 documented Xero Accounting actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Xero Accounting to Microsoft Teams direction

Capability Examples

Microsoft Teams trigger → Xero Accounting action

Catalog example
Microsoft TeamsMicrosoft Teams

New Channel

Xero AccountingXero Accounting

Add Items to Existing Sales Invoice

Xero Accounting trigger → Microsoft Teams action

Reverse direction
Xero AccountingXero Accounting

New or Updated Contact

Microsoft TeamsMicrosoft Teams

Create Channel

How It Works

1

Connect Apps

Authenticate your Microsoft Teams and Xero Accounting accounts

2

Choose a Trigger

Select a documented Microsoft Teams event

3

Choose an Action

Select the documented Xero Accounting operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 6 documented Microsoft Teams triggers.

Automated Actions

Run one of 24 documented Xero Accounting actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Xero Accounting to Microsoft Teams for bidirectional automation

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All Microsoft Teams Integrations

Explore all available Microsoft Teams connections

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All Xero Accounting Integrations

Explore all available Xero Accounting connections

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