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Freshdesk + Xero

Create or update contacts in Xero for new contacts in Freshdesk

This workflow initiates when there's a new contact in Freshdesk, resulting in the creation or update of a contact in Xero. It offers an efficient system for keeping track of customer information across platforms, eliminating the need for manual updates. Simply streamline your process and ensure that your Xero contacts stay up-to-date with your Freshdesk records. This automatic process increases accuracy in your records management and saves valuable time.

This workflow initiates when there's a new contact in Freshdesk, resulting in the creation or update of a contact in Xero. It offers an efficient system for keeping track of customer information across platforms, eliminating the need for manual updates. Simply streamline your process and ensure that your Xero contacts stay up-to-date with your Freshdesk records. This automatic process increases accuracy in your records management and saves valuable time.

  1. When this happens...
    FreshdeskFreshdesk
    New Contact

    Triggers when a new customer is created.

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create/Update Contact

    Triggers when you add a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Freshdesk triggers, actions, and search

    New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

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

    New Ticket Note

    Triggers when a Note is added to a Ticket.

    Trigger
    Instant
    Try It
    • NameRequired

    • Description

    • Notes

    • Domains

    Action
    Write
    • Ticket NoRequired

    • NotesRequired

    • PrivateRequired

    Action
    Write
    • Forum CategoryRequired

    • NameRequired

    • TypeRequired

    • VisibilityRequired

    • Description

    Action
    Write
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freshdesk logo

About Freshdesk

Freshdesk is an online helpdesk software with multiple channel customer service to support customers across email, phone, chat, web, Twitter and more.
Help

Related categories

  • Customer Support

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