Microsoft Teams and Xero automations

Ready-made scenarios where Microsoft Teams and Xero work for you: pick one — a copy appears in your account and runs on its own.

36 scenarios

New Xero contacts — into Microsoft Teams audiences
Contacts from Xero into Microsoft Teams audiences
Text from chat photos, straight into a sheet
A daily birthday reminder to your messenger
New invoice alerts — straight into your team chat
Lead scoring and routing: hot leads straight to sales
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
A lead replies — the CRM card updates and a task lands on a rep
Scoring and routing leads from form submissions
Client renewal reminders — ahead of time
Capture and route leads from every channel
Re-engage stalled leads with a ready-made email
Invoice to the customer right after the order, issued and sent automatically
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Website leads — enrichment, scoring and routing to CRM
Invoice intake with reading, risk checks and approval
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Invoices from email into accounting, with approval
Morning reminders of birthdays and name days
Tell customers their bug is fixed — the moment the issue closes
Incoming lead sorting and routing — automatically
Invoice and customer email, right after the request
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Emailed invoices — into your books, automatically
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
A client quote right from your chat — describe the order in words
An AI assistant over your CRM in any messenger
A personal assistant in your messenger: email, calendar, tasks, expenses