Xero + Freshdesk Integrations
How to connect Xero + Freshdesk
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New Bank TransactionTriggers when a new bank transaction is created.Trigger- New BillTriggers when you add a new bill. (Accounts Payable)Trigger
- New ContactTriggers when you add a new contact.Trigger
- New PaymentTriggers when you receive a new payment.Trigger
- New Purchase OrderTriggers when a new purchase order is created or enters a status for the first time.Trigger
- New QuoteTriggers when a new quote is created.Trigger
- New Expense Claim ReceiptTriggers when you add a new draft expense claim receipt.Trigger
- New Sales InvoiceTriggers when you add a new sales invoice. (Accounts Receivable)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
- Freshdesk
Triggers when there is a new ticket is created in Freshdesk.
Instant
Trigger
- Freshdesk
Triggers when a new customer is created.
Instant
Trigger
- Freshdesk
Triggers when a Note is added to a Ticket.
Instant
Trigger
- Freshdesk
Triggers when a Ticket is updated.
Instant
Trigger
- Freshdesk
Triggers when a user is updated.
Instant
Trigger
- Freshdesk
Add Private or Public notes to a Freshdesk Support Ticket.
Scheduled
Action
- Freshdesk
Allows you to create a Company entry in Freshdesk.
Scheduled
Action
- Freshdesk
Creates a Forum under a Category.
Scheduled
Action
- Freshdesk
Creates a Forum Category.
Scheduled
Action
- Freshdesk
Create a new Forum Topic on Freshdesk Forums.
Scheduled
Action
- Freshdesk
Create a ticket in Freshdesk for your domain.
Scheduled
Action
- Freshdesk
Allows you to create a User/Customer in Freshdesk for your support domain.
Scheduled
Action
- Freshdesk
Finds an existing customer or a potential customer that has raised a ticket.
Scheduled
Action
- Freshdesk
Find a ticket by ID.
Scheduled
Action
How Xero + Freshdesk Integrations Work
- Step 1: Authenticate Xero and Freshdesk.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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