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Automate tasks across Workiz with Xero

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

Connect your Workiz 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 27 actions between Workiz and Xero.
Can’t find an action you need? Let us know.

Add Job PaymentUpdateAdd job payment in Workiz.Assign User to JobUpdateRun an assign user to job action in Workiz.Create JobCreateCreate job in Workiz.Get JobReadRun a get job action in Workiz.List JobsReadRun a list jobs action in Workiz.Unassign User from JobUpdateRun an unassign user from job action in Workiz.Update JobUpdateUpdate job in Workiz.Activate LeadUpdateRun an activate lead action in Workiz.Assign User to LeadUpdateRun an assign user to lead action in Workiz.Convert Lead To JobUpdateRun a convert lead to job action in Workiz.Create LeadCreateCreate lead in Workiz.Get LeadReadRun a get lead action in Workiz.List LeadsReadRun a list leads action in Workiz.Mark Lead LostUpdateRun a mark lead lost action in Workiz.Unassign User from LeadUpdateRun an unassign user from lead action in Workiz.

Frequently Asked Questions

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

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

Related integrations

Explore other ways to connect Workiz with the apps your team already uses, or browse every Workiz 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.