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Automate tasks across Workiz with Xero

Action
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.

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.

Apps are the systems your business runs on, like Workiz and Xero. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.