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Automate tasks across Trustmary with Xero

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Trustmary and Xero talk.
Here are some common ways to automate work between them.

Send a Xero notification when Trustmary receives a high-priority item.Try now
Create a Xero follow-up from new qualified activity in Trustmary.Try now
Copy new customer details from Trustmary into Xero.Try now
Update the matching Xero item when a Trustmary status changes.Try now
Start a review in Xero when Trustmary flags an exception.Try now
Summarize new Trustmary activity and save it in Xero.Try now

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Trustmary and Xero work.

Connect your Trustmary and Xero. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 22 actions between Trustmary and Xero.
Can’t find an action you need? Let us know.

Test API KeyReadRun a test API key action in Trustmary.Create or Update ContactCreateCreate or update contact in Trustmary.Delete ContactDeleteDelete contact in Trustmary.List ContactsReadRun a list contacts action in Trustmary.List Contact ListsReadRun a list contact lists action in Trustmary.List EmbedsReadRun a list embeds action in Trustmary.List ExperimentsReadRun a list experiments action in Trustmary.Get Survey InformationReadRun a get survey information action in Trustmary.List SurveysReadRun a list surveys action in Trustmary.List Survey ResponsesReadRun a list survey responses action in Trustmary.Create WebhookCreateCreate webhook in Trustmary.Delete WebhookDeleteDelete webhook in Trustmary.List WebhooksReadRun a list webhooks action in Trustmary.Get Webhook Example PayloadReadRun a get webhook example payload action in Trustmary.List WidgetsReadRun a list widgets action in Trustmary.

Frequently Asked Questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Trustmary and Xero.

MindCloud connects Trustmary and Xero so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Related integrations

Explore other ways to connect Trustmary with the apps your team already uses, or browse every Trustmary and Xero integrations.

Google SheetsGoogle Sheets connects app workflows across your app stack.GmailGmail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google CalendarGoogle Calendar connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.NotionNotion connects app workflows across your app stack.HubSpotHubSpot connects app workflows across your app stack.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.