Deputy + ServiceM8 + Xero Integrations

How to connect Deputy + ServiceM8 + Xero

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Do even more with Deputy + ServiceM8 + Xero

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Deputy, ServiceM8, and Xero. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Colleague
Triggers when a new individual is added to your workplace, you can see them here. This is subject to you have workplace visibility.
Trigger
Scheduled
Try It
New Post
Triggers when a new newsfeed post arrives.
Trigger
Scheduled
Try It
New My Timesheet
Triggers when there is a new timesheet that has been saved for me.
Trigger
Scheduled
Try It
New Location
Triggers when there is a new location or company.
Trigger
Scheduled
Try It
Forgot to End Shift (Timesheet Incomplete)
Triggers when a timesheet needs to be completed, because an employee has forgotten to end their shift.
Trigger
Scheduled
Try It

New Leave
Triggers when a new Leave request is submitted
Trigger
Scheduled
Try It
New Role
Triggers when New Role/Persmission set.
Trigger
Scheduled
Try It

Get New Timesheets
Lists all the new timesheets
Trigger
Scheduled
Try It
- Workplace NameRequired
- Workplace Code
- Location AddressRequired
- Address Notes
- Payroll Export code
- Timezone
Action
Write
- LocationRequired
- NameRequired
- Payroll Export Code
Action
Write
- Start of UnavailabilityRequired
- End of UnavailabilityRequired
- Comment about Unavailability
Action
Write
- Area/DepartmentRequired
- Time of the saleRequired
- Sales ReferenceRequired
- Sales QuantityRequired
- Sales Type
- Sales AmountRequired
- Employee
Action
Write
- Work AreaRequired
- EmployeeRequired
Action
Write
- QueueRequired
- Job Category
Trigger
Instant
Try It
- Completed By
- Form TypeRequired
Trigger
Instant
Try It
- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write
- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
- Payment Type
Trigger
Scheduled
Try It
- OrganizationRequired
- Quote Status
Trigger
Scheduled
Try It
- OrganizationRequired
- Status
Trigger
Instant
Try It
- OrganizationRequired
- Status
- Change
- Contact
- Trigger Preference
- Copy
Trigger
Instant
Try It
- OrganizationRequired
- Credit Note IDRequired
- Invoice IDRequired
- AmountRequired
Action
Write
- OrganizationRequired
- From AccountRequired
- To AccountRequired
- AmountRequired
- Date
Action
Write
- OrganizationRequired
- ContactRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- OrganizationRequired
- Invoice IDRequired
Action
Write
- OrganizationRequired
- Contact NameRequired
- Email Address
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Reference
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Account
- Tax Rate
- Tracking
Action
Write
- OrganizationRequired
- Document Type
- Document ID or NumberRequired
- Paid ToRequired
- Date
- Currency Rate
- AmountRequired
- Reference
Action
Write
- OrganizationRequired
- Contact (supplier)Required
- Date
- Delivery Date
- Order Number
- Reference
- Theme
- Currency
- Tax Type
- Delivery Address
- Attention
- Telephone
- Delivery Instructions
- Attachments
- Purchase Order Status
Action
Write
- OrganizationRequired
- Purchase OrderRequired
- Contact
- Update Method for Line Items
- Date
- Delivery Date
- Line Amount Types
- Purchase Order Number
- Reference
- Branding Theme
- Currency
- Status
- Sent to Contact
- Delivery Address
- Attention To
- Telephone
- Delivery Instructions
- Expected Arrival Date
Action
Write
- OrganizationRequired
- Resource typeRequired
- FileRequired
Action
Write
- OrganizationRequired
- Search ByRequired
Action
Search
- OrganizationRequired
- Search ByRequired
Action
Search
- OrganizationRequired
- Search ByRequired
Action
Search
- OrganizationRequired
- Search ByRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
Action
Search or write

New Area/Department
Triggers when there is a new area or department created.
Trigger
Scheduled
Try It
New My Schedule
Triggers when there is a new schedule for me.
Trigger
Scheduled
Try It
- EventRequired
Trigger
Scheduled
Try It
New Employee
Triggers when there is a new employee created.
Trigger
Scheduled
Try It
New Late Employee
Triggers when someone is late to start their shift.
Trigger
Scheduled
Try It
New Notification
Triggers when there is a new notification for you.
Trigger
Scheduled
Try It
New Schedule
Triggers when there is a new schedule
Trigger
Scheduled
Try It
- Role
- CompanyRequired
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Mobile Phone
- Employee Payroll ID/Number
Action
Write
- Location
- Employees
- MessageRequired
Action
Write
- Start TimestampRequired
- End TimestampRequired
- Employee ID
- Publish
- Meal Break Minutes
- Name of the area/department that this is for
- Force Overwrite
- Open
- Comment
- Confirm Status
Action
Write
- Who
- QuestionRequired
- Comment
- Due Date
Action
Write
- TimesheetRequired
- Mealbreak Minutes
Action
Write
- Job Category
Trigger
Instant
Try It
New Client
Triggers when a new Client is created.
Trigger
Instant
Try It
- Job Category
Trigger
Instant
Try It
- Customer Name
- Job StatusRequired
- Job Address
- Billing Address
- Job Description
- Purchase Order Number
- Work Completed
- Job Contact First Name
- Job Contact Last Name
- Job Contact Phone
- Job Contact Mobile
- Job Contact E-Mail Address
- Billing Contact First Name
- Billing Contact Last Name
- Billing Contact Phone
- Billing Contact Mobile
- Billing Contact E-Mail
Action
Write
- OrganizationRequired
- Status
Trigger
Scheduled
Try It
- OrganizationRequired
- Status
- Type
Trigger
Scheduled
Try It
- OrganizationRequired
- Purchase Order Status
Trigger
Scheduled
Try It
- OrganizationRequired
- Payment Type
Trigger
Scheduled
Try It
- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
- InvoiceRequired
Action
Write
- OrganizationRequired
- Transaction TypeRequired
- ContactRequired
- Bank AccountRequired
- Date
Action
Write
- OrganizationRequired
- Contact NameRequired
- Account Number
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
- Contact Number
- Company Number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Write
- OrganizationRequired
- TypeRequired
- ContactRequired
- Date
Action
Write
- OrganizationRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
Action
Write
- OrganizationRequired
- Contact NameRequired
- Email Address
- Contact Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Contact Address Type
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Contact Tax Number
- Bank Account Number
- Contact Number
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Number
- Reference
- Sent To Contact
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Discount Amount
- Account
- Tax Rate
- Tracking
Action
Write
- OrganizationRequired
- ContactRequired
- Project NameRequired
- Deadline for the project
- Project Estimate
Action
Write
- OrganizationRequired
- ContactRequired
- Repeated Invoice Schedule
- Invoice Creation: Frequency TypeRequired
- Invoice Creation: Frequency (Period)Required
- Due Date Type: Payment TermsRequired
- Set Due Dates (Days)Required
- Start Date: Required
- End Date
- StatusRequired
- Currency
- Branding Theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line Amount Types
Action
Write
- Info
- OrganizationRequired
- Invoice IdRequired
- Contact
- Status
- Date
- Due Date
- Expected Payment Date
- Reference
- Branding Theme
- Url
- Currency
- Sent To Contact
- Attachments
- Invoice Number
- Line Amount Types
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- OrganizationRequired
Action
Search
- OrganizationRequired
- Invoice IDRequired
Action
Search
- OrganizationRequired
- Search ByRequired
- Contact NameRequired
- Account Number
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
- Contact Number
- Company Number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Search or write

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How Deputy + ServiceM8 + Xero Integrations Work

Step 1: Authenticate Deputy, ServiceM8, and Xero.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Deputy + ServiceM8 + Xero

About Deputy

Deputy is an all-in-one employee scheduling, timesheets, tasking and communication platform. Used by thousands of businesses around the world it will improve profitability, staff culture and operational accountability.

Learn more Help

Related categories

Scheduling & Booking

Similar apps

About ServiceM8

ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Learn more Help

Related categories

Accounting

Deputy + ServiceM8 + Xero Integrations

How to connect Deputy + ServiceM8 + Xero

Do even more with Deputy + ServiceM8 + Xero

New Colleague

New Post

New My Timesheet

New Location

Forgot to End Shift (Timesheet Incomplete)

New Leave

New Role

Get New Timesheets

Create Location

Workplace Code

Address Notes

Payroll Export code

Timezone

Create Area/Department

Payroll Export Code

Create My Unavailability

Comment about Unavailability

Create Sales Data

Sales Type

Employee

Start Shift

Job Queued

Job Category

New Form Response

Completed By

Create Client

Address

Billing Address

Fax Number

Website

First Name

Last Name

Phone Number

Mobile Number

E-Mail Address

New Bank Transaction

New Contact

New Payment

Payment Type

New Quote

Quote Status

New Sales Invoice

Status

Updated Sales Invoice

Status

Change

Contact

Trigger Preference

Copy

Allocate Credit Note to Invoice

Create Bank Transfer

Date

Create New Quote Draft

Date

Expiry

Quote Number

Reference

Theme

Title

Summary

Currency

Amounts Are

Terms

Send Sales Invoice by Email

Create Bill

Email Address

Status

Date

Due Date

Currency

Url

Attachment

Branding Theme

Reference

Line Items Type

Item Code

Description