Automate Xero & Microsoft Teams

Stop paying for mismatched spreadsheets. Sync data between Xero and Microsoft Teams in real-time, so you can manage your operations without the busywork.

Get This Workflow Built

Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Xero"]
        T1(["Branding Theme"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Microsoft Teams"]
        A1(["Create Channel"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff

When Xero and Microsoft Teams operate independently, finance teams face significant delays in communication regarding invoice approvals. For instance, when an invoice is generated in Xero, it requires manual entry into Teams for team visibility, leading to potential miscommunication. This results in finance personnel spending hours copying invoice details into Teams chats, risking errors and wasting valuable time that could be spent on more strategic tasks.

Top Ways to Automate Xero & Microsoft Teams

Automated Financial Reporting: Instantly generate and share financial reports within Microsoft Teams, ensuring all team members have access to the latest data without manual updates.
Real-Time Expense Tracking: Automatically sync expense submissions from Teams to Xero, allowing for immediate visibility and approval processes, reducing delays and enhancing budget management.
Streamlined Invoice Management: Receive notifications in Teams for new invoices created in Xero, enabling quick discussions and approvals, thus accelerating cash flow and improving vendor relationships.

How to Build the Xero → Microsoft Teams Sync

In Xero, configure a webhook to trigger on the 'Invoice Created' event. Set the webhook URL to your integration endpoint that will handle incoming data.
When the webhook is triggered, it will send a payload containing the invoice details, including fields like 'invoice_id', 'amount', and 'due_date'. Extract these fields from the incoming JSON payload.
Use the Microsoft Teams REST API to post a message to a specific channel. The endpoint to use is POST https://graph.microsoft.com/v1.0/teams/{team-id}/channels/{channel-id}/messages.
Construct the POST request body to include the extracted invoice details in a user-friendly format, ensuring you follow the required JSON structure for Teams messages.
Send the constructed message to the Teams channel to notify relevant team members about the new invoice.

Developer Warnings & API Gotchas

Ensure that the 'invoice_id' from Xero is included in the message body for tracking; otherwise, team members may struggle to reference the correct invoice.
Be cautious with the payload size limits of Microsoft Teams messages; if the invoice details are too lengthy, they may get truncated.
Check the content type of the POST request; Microsoft Teams requires 'application/json' for the message body, and failing to set this could lead to unsuccessful message delivery.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in Xero... Branding Theme

Do this in Microsoft Teams Create Channel
When this happens in Xero... Fetch Custom Actions

Do this in Microsoft Teams Create Chat and Send Message
When this happens in Xero... List BankTransfers

Do this in Microsoft Teams Create One-on-One Chat
When this happens in Xero... List Contacts

Do this in Microsoft Teams Create Private Channel
When this happens in Xero... List Employees

Do this in Microsoft Teams Delete Chat Message

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I can see you're looking at mapping Xero to Microsoft Teams. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?