Xero + Zendesk Sell Integrations

How to connect Xero + Zendesk Sell

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Supported triggers and actions

What does this mean?

New Bank Transaction
Triggers when a new bank transaction is created.
Trigger
Scheduled
New Bill
Triggers when you add a new bill. (Accounts Payable)
Trigger
Scheduled
New Contact
Triggers when you add a new contact.
Trigger
Scheduled
New Payment
Triggers when you receive a new payment.
Trigger
Scheduled
New Purchase Order
Triggers when a new purchase order is created or enters a status for the first time.
Trigger
Scheduled
New Quote
Triggers when a new quote is created.
Trigger
Scheduled
New Expense Claim Receipt
Triggers when you add a new draft expense claim receipt.
Trigger
Scheduled
New Sales Invoice
Triggers when you add a new sales invoice. (Accounts Receivable)
Trigger
Scheduled
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
Zendesk Sell
Triggers when a new contact is created.
Scheduled
Trigger
Zendesk Sell
Triggers when an existing contact is updated.
Scheduled
Trigger
Zendesk Sell
Triggers when a new deal is created.
Scheduled
Trigger
Zendesk Sell
Triggers when a deal enters a new stage.
Scheduled
Trigger
Zendesk Sell
Triggers when an existing deal is updated.
Scheduled
Trigger
Zendesk Sell
Triggers when a new lead is created.
Scheduled
Trigger
Zendesk Sell
Triggers when an existing lead is updated.
Scheduled
Trigger
Zendesk Sell
Triggers when a new note is created.
Scheduled
Trigger
Zendesk Sell
Triggers when a new product in catalog is created. Requires Sell Enterprise Plan or higher.
Scheduled
Trigger
Zendesk Sell
Triggers when a new task is created.
Scheduled
Trigger
Zendesk Sell
Creates a new company.
Scheduled
Action
Zendesk Sell
Updates an existing company.
Scheduled
Action
Zendesk Sell
Creates a new person.
Scheduled
Action
Zendesk Sell
Updates an existing person.
Scheduled
Action
Zendesk Sell
Creates a new deal.
Scheduled
Action
Zendesk Sell
Updates an existing deal.
Scheduled
Action
Zendesk Sell
Stops sequence enrollments for a given lead.
Scheduled
Action
Zendesk Sell
Creates a sequence enrollment for a given lead. Requires Reach add-on.
Scheduled
Action
Zendesk Sell
Creates a new lead.
Scheduled
Action
Zendesk Sell
Updates an existing lead.
Scheduled
Action
Zendesk Sell
Creates a new note for an existing lead, contact or deal.
Scheduled
Action
Zendesk Sell
Creates a new product in catalog. Requires Sell Enterprise Plan or higher.
Scheduled
Action
Zendesk Sell
Updates an existing product in catalog. Requires Sell Enterprise Plan or higher.
Scheduled
Action
Zendesk Sell
Creates a new task.
Scheduled
Action
Zendesk Sell
Finds a company by Company ID, name or email address.
Scheduled
Action
Zendesk Sell
Finds a contact by Contact ID, name or email address.
Scheduled
Action
Zendesk Sell
Finds a person by Person ID, name or email address.
Scheduled
Action
Zendesk Sell
Finds a deal by Deal ID or name.
Scheduled
Action
Zendesk Sell
Finds a deal source by ID or name.
Scheduled
Action
Zendesk Sell
Finds a lead by ID, company name, name or email address.
Scheduled
Action
Zendesk Sell
Finds a lead source by ID or name.
Scheduled
Action
Zendesk Sell
Finds a product by ID, name or SKU. Requires Sell Enterprise Plan or higher.
Scheduled
Action
Zendesk Sell
Finds a sequence by Sequence ID or name. Requires Reach add-on.
Scheduled
Action
Zendesk Sell
Finds a deal stage by ID or name.
Scheduled
Action
Zendesk Sell
Finds a user by ID, email or name.
Scheduled
Action
Zendesk Sell
Finds a company by Company ID, name or email address. Optionally, create one if none are found.
Scheduled
Action
Zendesk Sell
Finds a contact by Contact ID, name or email address. Optionally, create one if none are found.
Scheduled
Action
Zendesk Sell
Finds a deal by Deal ID or name. Optionally, create one if none are found.
Scheduled
Action
Zendesk Sell
Finds a lead by ID, company name, name or email address. Optionally, create one if none are found.
Scheduled
Action
Zendesk Sell
Finds a product by ID, name or SKU. Optionally, create one if none are found. Requires Sell Enterprise Plan or higher.
Scheduled
Action

How Xero + Zendesk Sell Integrations Work

Step 1: Authenticate Xero and Zendesk Sell.
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 Xero + Zendesk Sell

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.