Xero, ISO, Teamgate CRM Integrations

ISO
Teamgate CRM
Xero
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Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Triggers

Xero

Watch Bank Transactions

Triggers when a bank transaction is added or updated.

Xero

Watch Bank Transfers

Triggers when a new bank transfer is created.

Xero

Watch Contacts

Triggers when a contact is created or updated.

Xero

Watch Credit Notes

Triggers when a credit note is added or updated.

Xero

Watch Invoices

Triggers when an invoice is added or updated.

Xero

Watch Items

Triggers when a new item is created.

Xero

Watch Manual Journals

Triggers when a manual journal is created or updated.

Xero

Watch Payments

Triggers when a payment is created or updated.

Xero

Watch Purchase Orders

Triggers when an order is added or updated.

Teamgate CRM

Watch New Companies

Triggers when a new companies is created

Teamgate CRM

Watch New Deals

Triggers when a new deals is created.

Teamgate CRM

Watch New Events

Triggers when a new event is created

Teamgate CRM

Watch New Files

Triggers when a new file is uploaded

Teamgate CRM

Watch New Leads

Triggers when a new leads is created

Teamgate CRM

Watch New People

Triggers when a new persons is created

Teamgate CRM

Watch New Products

Triggers when a new product is create

Transformers

ISO

Convert country code to country name

Converts the ISO 3166-1 country codes to their respective country names.

ISO

Convert country name to country code

Converts country names to their respective ISO 3166-1 country codes.

ISO

Convert currency code to currency name

Converts the ISO SO 4217 currency codes to their respective currency names.

ISO

Convert currency name to currency code

Converts currency names to their respective ISO 4217 currency codes.

ISO

Convert language code to language name

Converts the ISO 639-1/ISO 639-2 language codes to their respective language names.

ISO

Convert language name to language code

Converts language names to their respective ISO 639-1/ISO 639-2 codes.

Actions

Xero

Add a Contact to a Contact Group

Adds a contact to a specified contact group.

Xero

Archive a Contact

Archives a contact with a given ID.

Xero

Create a Bank Transaction

Creates a new bank transaction.

Xero

Create a Bank Transfer

Transfers a specified amount from one account to another.

Xero

Create a Contact

Creates a new contact.

Xero

Create a Contact Group

Creates a contact group.

Xero

Create a Credit Note

Creates a new credit note.

Xero

Create a History Note

Adds a note to a record.

Xero

Create a Manual Journal

Creates a manual journal.

Xero

Create an Employee

Creates a new employee.

Xero

Create an Invoice

Creates a new invoice.

Xero

Create an Item

Creates a new item.

Xero

Create a Payment

Use this method to apply payments to approved AR and AP invoices or refund AR or AP credit notes.

Xero

Create a Purchase Order

Creates a new purchase order.

Xero

Create a Quote

Creates a quote.

Xero

Delete a Contact Group

Deletes all contacts from a contact group.

Xero

Download an Attachment

Downloads an attachment.

Xero

Download an Invoice

Downloads an invoice.

Xero

Get a Bank Transaction

Returns information about a transaction with a specified ID.

Xero

Get a Contact

Retrieves contact information by ID.

Xero

Get a Contact Group

Returns information about a contact group.

Xero

Get a Credit Note

Returns information about a credit note with a specified ID.

Xero

Get a Manual Journal

Returns information about a manual journal.

Xero

Get an Account

Returns information about an account with a specified ID.

Xero

Get an Invoice

Returns information about an invoice with a given ID.

Xero

Get an Invoice URL

Retrieves Xero online invoice URL.

Xero

Get an Item

Searches for an item by item ID or item code.

Xero

Get a Payment

Retrieves information about a payment with a specified ID.

Xero

Get a Purchase Order

Returns information about a purchase order with a specified ID.

Xero

Make an API Call

Performs an arbitrary authorized API call.

Xero

Remove a Contact from a Contact Group

Removes a contact from a contact group.

Xero

Send an Invoice via Email

The email will be sent to the primary email address of the contact on the invoice. The invoice must be of Type ACCREC and a valid Status for sending (SUMBITTED,AUTHORISED or PAID).

Xero

Update a Contact

Updates a contact by ID.

Xero

Update an Employee

Updates an employee by ID.

Xero

Update an Invoice

Updates an invoice by ID.

Xero

Update an Item

Updates an item by ID.

Xero

Upload a File

Uploads a file to a selected object.

Xero

Upload a File (Files API)

Uploads a file using Files API.

Teamgate CRM

Create Company

Create a new company

Teamgate CRM

Create Deal

Creates a new deal

Teamgate CRM

Create Event

Creates a new event of a selected type (task, call, appointment or note)

Teamgate CRM

Create Lead

Create a new lead

Teamgate CRM

Create Person

Create a new person

Teamgate CRM

Create Product

Create a new product

Teamgate CRM

Create Team

Create a new user team

Teamgate CRM

Delete Company

Deletes specified company

Teamgate CRM

Delete Deal

Deletes specified deal

Teamgate CRM

Delete Event

Deletes specified event

Teamgate CRM

Delete File

Deletes specified File

Teamgate CRM

Delete Lead

Deletes specified lead

Teamgate CRM

Delete Person

Deletes specified person

Teamgate CRM

Delete Product

Deletes specified product

Teamgate CRM

Delete Team

Deletes specified team

Searches

Xero

Get a Bank Statements Report

Returns bank statements for a selected bank account.

Xero

Get a Bank Summary

Returns the balances and cash movements for each bank account.

Xero

Get History of Changes

Retrieves the changes made to a given object.

Xero

List Attachments

Retrieves a list of attachments.

Xero

Search for Accounts

Finds an account by ID, name, or code.

Xero

Search for Contact Groups

Searches for a contact group.

Xero

Search for Contacts

Searches for a contact by name or email.

Xero

Search for Invoices

Searches for an invoice.

Xero

Search for Items

Returns a list of items.

Xero

Search for Manual Journals

Searches for a manual journals.

Xero

Search for Tax Rates

Finds a tax rate by name.

Teamgate CRM

Global Search

Return all values by given string

Teamgate CRM

Search Companies

List all companies by entered parameters

Teamgate CRM

Search Deals

List all deals by entered parameters

Teamgate CRM

Search Events

List all events by entered parameters

Teamgate CRM

Search Files

List all files by entered parameters

Teamgate CRM

Search Leads

List all leads by entered parameters

Teamgate CRM

Search People

List all people by entered parameters

Teamgate CRM

Search Products

List all products by entered parameters

Teamgate CRM

Search Teams

List all teams by entered parameters

Teamgate CRM

Search Users

List all users by entered parameters