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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Triggers and actions are the main components of every automated workflow.

Connect Birdeye and Xero to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Birdeye triggers, actions, and search

    New Canceled Invoice

    Triggers when a payment request is canceled in birdeye

    Trigger
    Instant
    Try It
  • Birdeye triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created in birdeye

    Trigger
    Instant
    Try It
  • Birdeye triggers, actions, and search

    New Payment

    Triggers when a new payment is created in birdeye

    Trigger
    Instant
    Try It
    • Business IdRequired

    • First Name

    • Last Name

    • Customer Email

    • Customer Phone

    • External Reference ID

    • Custom Fields

    • Referred By Code

    • Referred By Email

    • Referred By Phone

    • Employee First Name

    • Employee Last Name

    • Employee Email Id

    • Employee Phone Number

    Action
    Write
  • Birdeye triggers, actions, and search

    New Refund

    Triggers when a new refund is created in birdeye

    Trigger
    Instant
    Try It
    • Business NumberRequired

    Trigger
    Instant
    Try It
    • ClientIdRequired

    • First NameRequired

    • Last Name

    • Date of Birth

    • EmailRequired

    • PhoneRequired

    • Gender

    • Business NumberRequired

    • Appointment IdRequired

    • Provider Id

    • Provider First Name

    • Provider Last Name

    • Start TimeRequired

    • End Time

    • Appointment Type Id

    • Appointment Type

    • Duration

    • Reason To Visit

    • Notes

    • Guardian Id

    • Guardian First Name

    • Guardian Last Name

    • Guardian Dob

    • Guardian Gender

    • Guardian Email

    • Guardian Phone

    • Source

    • Timezone

    • Action

    Action
    Write
    • First Name

    • Last Name

    • Email

    • Phone

    • Total AmountRequired

    • Invoice Created Date

    • Invoice Number

    • Custom Fields

    • Tags

    • Invoice Due Date

    • Invoice Item Desc

    • Attachment URL

    • External Reference Id

    • Delay In Hours

    • Email Template

    • Send Email

    • Send Immediately

    • Send Text

    • Text Template

    • Crm Name

    • Crm Doc Id

    • CRM CustomerId

    • External Tracking Id

    • Automation UserRequired

    Action
    Write
birdeye logo
birdeye logo

About Birdeye

Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.

Related categories

  • Reviews
xero logo
xero logo

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 moreHelp

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