Ezekia + Xero Integrations

How to connect Ezekia + Xero

Zapier lets you send info between Ezekia and Xero automatically—no code required.

When this happens...

automatically do this!

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier’s Terms of Service and Privacy Policy

Supported triggers and actions

What does this mean?

Company Updated
Triggers when a company is updated.
Trigger
Scheduled
Get Notes
Retrieve latest notes for the specified item.
Trigger
Scheduled
New Company Created
Triggers when a new company is created on the platform.
Trigger
Scheduled
New Person Created
Triggers when a new person is created on the platform.
Trigger
Scheduled
New Project Created
Triggers when a new project is created on the platform.
Trigger
Scheduled
Person Added to List
Triggers when a person is added to a list
Trigger
Scheduled
Person Updated
Triggers when a person is updated.
Trigger
Scheduled
Project Updated
Triggers when project is updated.
Trigger
Scheduled
Ezekia
Adds a custom field value to a company
Scheduled
Action
Ezekia
Adds a custom field value to a company
Scheduled
Action
Ezekia
Adds a custom field value to a Project
Scheduled
Action
Ezekia
Adds an email to a person, if that email does not already exist.
Scheduled
Action
Ezekia
Creates a note on an assignment.
Scheduled
Action
Ezekia
Creates a note on a company.
Scheduled
Action
Ezekia
Creates a note on a person.
Scheduled
Action
Ezekia
Adds one or more specified person tags to one or more people
Scheduled
Action
Ezekia
Add one or more people to an assignment
Scheduled
Action
Ezekia
Add a person to a list.
Scheduled
Action
Ezekia
Adds one or more pipeline tags to one or more candidates on an assignment
Scheduled
Action
Ezekia
Add status tag to company
Scheduled
Action
Ezekia
Add status tag to project
Scheduled
Action
Ezekia
Change the email address of a person.
Scheduled
Action
Ezekia
Creates a new company
Scheduled
Action
Ezekia
Creates a new person
Scheduled
Action
Ezekia
Creates a new project
Scheduled
Action
Ezekia
Deletes an email address from a person
Scheduled
Action
Ezekia
Removes a person from a specified list.
Scheduled
Action
Ezekia
Removes one or more specified person tags from one or more people
Scheduled
Action
Ezekia
Removes one or more pipeline tags from one or more candidates on an assignment
Scheduled
Action
Ezekia
Update an existing company record
Scheduled
Action
Ezekia
Update an existing person record
Scheduled
Action
Ezekia
Update an existing project record
Scheduled
Action
Ezekia
Find a location that exists on the Ezekia platform.
Scheduled
Action
Ezekia
Finds a person from your Ezekia account by one of their email addresses
Scheduled
Action
Ezekia
Find a person by their unique ID
Scheduled
Action
Ezekia
Find a person by their phone number
Scheduled
Action
Ezekia
Finds an opportunity or assignment by its name.
Scheduled
Action
Ezekia
Finds an opportunity or assignment by its project ID.
Scheduled
Action
Ezekia
Finds a person from your Ezekia account by one of their email addresses
Scheduled
Action
Xero
Triggers when a new bank transaction is created.
Scheduled
Trigger
Xero
Triggers when you add a new bill. (Accounts Payable)
Scheduled
Trigger
Xero
Triggers when you add a new contact.
Scheduled
Trigger
Xero
Triggers when you receive a new payment.
Scheduled
Trigger
Xero
Triggers when a new purchase order is created or enters a status for the first time.
Scheduled
Trigger
Xero
Triggers when a new quote is created.
Scheduled
Trigger
Xero
Triggers when you add a new draft expense claim receipt.
Scheduled
Trigger
Xero
Triggers when you add a new sales invoice. (Accounts Receivable)
Scheduled
Trigger
Xero
Adds line items to an existing sales invoice.
Scheduled
Action
Xero
Creates a new Spend/Receive Money bank transaction.
Scheduled
Action
Xero
Transfers money between two bank accounts.
Scheduled
Action
Xero
Creates a new contact or updates a contact if a contact already exists.
Scheduled
Action
Xero
Creates a new quote draft.
Scheduled
Action
Xero
Creates a new credit note for a contact.
Scheduled
Action
Xero
Sends an invoice via email.
Scheduled
Action
Xero
Creates a new bill (Accounts Payable).
Scheduled
Action
Xero
Creates a new sales invoice (Accounts Receivable).
Scheduled
Action
Xero
Applies a payment to an invoice.
Scheduled
Action
Xero
Creates a new purchase order for a contact.
Scheduled
Action
Xero
Finds a contact by name or account number.
Scheduled
Action
Xero
Finds an invoice by number or reference.
Scheduled
Action
Xero
Finds or creates a specific contact.
Scheduled
Action

How Ezekia + Xero Integrations Work

Step 1: Authenticate Ezekia 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 Ezekia + Xero

About Ezekia

Ezekia is a platform for executive search firms to manage their assignments and business development campaigns.

Related categories

HR Talent & Recruitment

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.