How to connect Ezekia + Xero
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- Company UpdatedTriggers when a company is updated.Trigger
- Get NotesRetrieve latest notes for the specified item.Trigger
- New Company CreatedTriggers when a new company is created on the platform.Trigger
- New Person CreatedTriggers when a new person is created on the platform.Trigger
- New Project CreatedTriggers when a new project is created on the platform.Trigger
- Person Added to ListTriggers when a person is added to a listTrigger
- Person UpdatedTriggers when a person is updated.Trigger
- Project UpdatedTriggers when project is updated.Trigger
- 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.
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