Teamwork + Xero
Integration + Automation

Get the specs

Teamwork
+
Xero

Teamwork and Xero Solutions

Uses

All, Finance and Accounting

Business professionals that want to integrate Teamwork with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

  • Integrate with any app with our unique Universal Connector

  • Easily use our drag-and-drop workflow builder

  • Receive hands-on Teamwork support for ensured success

By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.

Niels Fogt Senior Director Growth
Teamwork

Teamwork

Connection Type

Service connector Tray Connector

Triggers

Destroy webhook

List webhook events (ddl)

List webhooks (private)

On webhook

Operations

Upload file to project (incomplete)

Add person to project

Add & remove people from project

Copy file to a project

Copy notebook to another project

Xero

Xero

Connection Type

Service connector Tray Connector

Triggers

Webhook

Operations

Create invoice notes

Create/update invoice

Delete invoice

Email invoice

Get account

What would you like to connect?

Make anything happen.

The Tray Platform is...

Flexible

Connect to anything

Access every endpoint

Automate any event

Easy

Visual and intuitive UX

Clicks-or-code automation

Collaborative development

Powerful

Logical operators

Advanced capabilities

Real-time logs

Scalable

Logical operators

Advanced capabilities

Real-time logs

Trusted

Secure (SOC2 II, GDPR, HIPAA)

Built-in 2FA + full encryption

Role-based access