Xero + Zendesk Sell Integrations
How to connect Xero + Zendesk Sell
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New Bank Transaction
Triggers when a new bank transaction is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact
Triggers when you add a new contact.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planQuote Status
If left empty, Zapier will trigger on all new quotes, regardless of status.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTransaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.
Bank Account Number
Groups
Add contact to selected group(s). Does not replace contact's existing groups.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
ContactRequired
Date
Defaults to today's date if not specified.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact NameRequired
Email Address
Status
Defaults to Draft if not specified.
Date
Defaults to creation date if not specified.
Due Date
A due date is required for approved invoices.
Currency
Default currency for organization will be used if not specified.
Url
URL link to a source document.
Attachment
Branding Theme
The branding theme to use for this invoice.
Reference
Non-unique alpha numeric code identifying the bill.
Url
URL link to a source document.
Line Items Type
Line amounts are exclusive of tax by default if you don't specify this element.
Item Code
You must provide either an Item Code or both a Description and a Unit Price.
Description
If no Item Code is provided, this field is required.
QuantityRequired
Unit Price
If no Item Code is provided, this field is required.
Account
Tax Rate
Only specify if you want to override the default tax type for the account above.
Tracking
For example: Region - West Coast - see Setting > General Settings > Tracking in Xero for your tracking categories and options.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document Type
What you'll you provide the ID or number for via the next field.
Document ID or NumberRequired
The ID or Number for the selected Document Type.
Paid ToRequired
The bank account or clearing account the payment is being made to.
Date
Currency Rate
Exchange rate when payment is received. Only used for non base currency invoices.
AmountRequired
Reference
An optional description for the payment.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Xero are located here https://developer.xero.com/documentation/api/accounting/overview
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Deal
Triggers when an existing deal is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Lead
Triggers when an existing lead is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product in Catalog
Triggers when a new product in catalog is created. Requires Sell Enterprise Plan or higher.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNameRequired
Parent Company
Email
Work Number
Mobile Number
Industry
Tags
Specify the name of a tag which will be assigned to the company.
Street
City
Zip/Post Code
State or Region
Country
Owner
Zendesk Sell User that the contact should be assigned to.
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
First name of the person.
Last NameRequired
Last name of the person.
Title
Company
Email
Work Number
Mobile Number
Industry
Tags
Specify the name of a tag which will be assigned to the person.
Street
City
Zip/Post Code
State or Region
Country
Owner
Zendesk Sell User that the contact should be assigned to.
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Choose a primary contact which will be assigned to the deal.
Value
Value of the new deal. Should be a number.
Currency
Hot
Mark this deal as a hot deal.
Owner
Zendesk Sell User that the deal should be assigned to.
Pipeline
Stage
Source
Where this deal is coming from?
Tags
Specify the name of a tag which will be assigned to the deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource IDRequired
Resource TypeRequired
Sequence ID
If you leave it blank, this will stop all currently active sequences for that object.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Company Name
Email
Work Number
Mobile Number
Title
Source
Where this lead is coming from?
Industry
Tags
Specify the name of a tag which will be assigned to the lead.
Street
City
Zip/Post Code
State or Region
Country
Status
Name of the status of the new lead.
Owner
Zendesk Sell User that the lead should be assigned to.
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Related toRequired
Note must be related to a lead, person, company or deal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
NameRequired
Description
SKU
Active
Indicator of whether or not the product can be added to a deal.
Max Discount
Maximum discount (0-100) that can be applied to the product, e.g. put 20 if it's 20%.
Max Markup
Maximum markup that can be applied to the product, e.g. put 10 if it's 10%.
Unit Cost
Cost of the product. Visible only to account administrators.
Unit Cost Currency
Currency of the product cost, specified in 3-character currency code (ISO4217) format. Visible only to account administrators.
Placeholder
Need multiple prices for different currencies? Read more about Zapier Line Items.
Unit PriceRequired
CurrencyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company ID
Company Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson ID
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appSource ID
Source Name
ActionThis is an event a Zap performs.SearchFind existing data in your appSource ID
Source Name
ActionThis is an event a Zap performs.SearchFind existing data in your appSequence ID
Sequence Name
ActionThis is an event a Zap performs.SearchFind existing data in your appUser ID
Full Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson ID
First Name
Last Name
Email
First Name
First name of the person.
Last NameRequired
Last name of the person.
Title
Company
Email
Work Number
Mobile Number
Industry
Tags
Specify the name of a tag which will be assigned to the person.
Street
City
Zip/Post Code
State or Region
Country
Owner
Zendesk Sell User that the contact should be assigned to.
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLead ID
Company Name
First Name
Last Name
Email
First Name
Last Name
Company Name
Email
Work Number
Mobile Number
Title
Source
Where this lead is coming from?
Industry
Tags
Specify the name of a tag which will be assigned to the lead.
Street
City
Zip/Post Code
State or Region
Country
Status
Name of the status of the new lead.
Owner
Zendesk Sell User that the lead should be assigned to.
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Expense Claim Receipt
Triggers when you add a new draft expense claim receipt.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoiceRequired
Item Code
You must provide either an Item Code or both a Description and a Unit Price.
Description
If no Item Code is provided, this field is required.
QuantityRequired
Unit Price
If no Item Code is provided, this field is required.
Discount %
Account
Tax Rate
Only specify if you want to override the default tax type for the account above.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From AccountRequired
The bank account the payment is being made from.
To AccountRequired
The bank account the payment is being made to.
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Date
Defaults to current date if not specified.
Expiry
Quote Number
If you want Xero to auto-generate a Quote Number for you, leave this field blank.
Reference
Theme
Title
Summary
Currency
Amounts Are
Defaults to Tax Exclusive if not specified
Item Code
DescriptionRequired
Quantity
Unit Price
Discount %
Account
Tax Rate
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice NumberRequired
To email an invoice, it must have a status of Awaiting Approval, Awaiting Payment or Paid. The email will be sent to the primary email address of the contact on the invoice and any others marked as "Include in emails." The subject and body of the email will be based on the default email template.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact NameRequired
Email Address
Status
Defaults to Draft if not specified.
Date
Defaults to creation date if not specified.
Due Date
A due date is required for approved invoices.
Currency
Default currency for organization will be used if not specified.
Url
URL link to a source document.
Attachment
Branding Theme
The branding theme to use for this invoice.
Number
Unique alpha numeric code identifying invoice - leave blank for auto-generated value.
Reference
An additional reference number
Url
URL link to a source document.
Sent To Contact
Mark invoice as "sent" (note: does not actually send an email). This can be set only on invoices that have a status of "approved" You can set this in the Status field above.
Line Items Type
Line amounts are exclusive of tax by default if you don't specify this element.
Item Code
You must provide either an Item Code or both a Description and a Unit Price.
Description
If no Item Code is provided, this field is required.
QuantityRequired
Unit Price
If no Item Code is provided, this field is required.
Discount %
Account
Tax Rate
Only specify if you want to override the default tax type for the account above.
Tracking
For example: Region - West Coast - see Setting > General Settings > Tracking in Xero for your tracking categories and options.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact (supplier)Required
Date
When the purchase order was issued. Defaults to today's date if not specified.
Delivery Date
Order Number
If left blank, Xero will auto-generate this from your default invoice numbering.
Reference
Theme
Currency
Tax Type
Item Code
You must provide either an Item Code or both a Description and a Unit Price.
Description
If no Item Code is provided, this field is required.
QuantityRequired
Unit Price
If no Item Code is provided, this field is required.
Discount %
Account
Tax Rate
Only specify if you want to override the default tax type for the account above.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.
Bank Account Number
Groups
Add contact to selected group(s). Does not replace contact's existing groups.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompanyRequired
Name
Parent Company
Email
Work Number
Mobile Number
Industry
Tags
Specify the name of a tag which will be assigned to the company. Existing tags are kept.
Street
City
Zip/Post Code
State or Region
Country
Owner
Zendesk Sell User that the contact should be assigned to.
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
First Name
First name of the person.
Last Name
Last name of the person.
Title
Company
Email
Work Number
Mobile Number
Industry
Tags
Specify the name of a tag which will be assigned to the person. Existing tags are kept.
Street
City
Zip/Post Code
State or Region
Country
Owner
Zendesk Sell User that the contact should be assigned to.
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Name
Primary Contact
Choose a primary contact which will be assigned to the deal.
Value
Value of the new deal. Should be a number.
Currency
Hot
Mark this deal as a hot deal.
Owner
Zendesk Sell User that the deal should be assigned to.
Pipeline
Stage
Source
Where this deal is coming from?
Tags
Specify the name of a tag which will be assigned to the deal. Existing tags are kept.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SequenceRequired
Resource IDRequired
Zendesk Sell Lead that will be enrolled.
Resource TypeRequired
Sequence Owner ID
That will be the user that emails will be sent by and tasks will be created for.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
First Name
Last Name
Company Name
Email
Work Number
Mobile Number
Title
Source
Where this lead is coming from?
Industry
Tags
Specify the name of a tag which will be assigned to the lead. Existing tags are kept.
Street
City
Zip/Post Code
State or Region
Country
Status
Name of the status of the new lead.
Owner
Zendesk Sell User that the lead should be assigned to.
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
SKU
Active
Indicator of whether or not the product can be added to a deal.
Max Discount
Maximum discount (0-100) that can be applied to the product, e.g. put 20 if it's 20%.
Max Markup
Maximum markup that can be applied to the product, e.g. put 10 if it's 10%.
Unit Cost
Cost of the product. Visible only to account administrators.
Unit Cost Currency
Currency of the product cost, specified in 3-character currency code (ISO4217) format. Visible only to account administrators.
Placeholder
Need multiple prices for different currencies? Read more about Zapier Line Items.
Unit PriceRequired
CurrencyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ContentRequired
Owner
Zendesk Sell User that the task should be assigned to.
Due Date
Alert
Date and time that Zendesk Sell should send owner of the task a reminder.
Related to
Leave blank for task not related to any lead, contact or deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Name
First Name
Last Name
Email
Is Company?
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal ID
Deal Name
ActionThis is an event a Zap performs.SearchFind existing data in your appLead ID
Company Name
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct ID
Product Name
Product SKU
ActionThis is an event a Zap performs.SearchFind existing data in your appStage ID
Provide either Stage ID or Stage Name.
Stage Name
Provide either Stage ID or Stage Name.
Pipeline Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany ID
Company Name
Email
NameRequired
Parent Company
Email
Work Number
Mobile Number
Industry
Tags
Specify the name of a tag which will be assigned to the company.
Street
City
Zip/Post Code
State or Region
Country
Owner
Zendesk Sell User that the contact should be assigned to.
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDeal ID
Deal Name
NameRequired
Primary ContactRequired
Choose a primary contact which will be assigned to the deal.
Value
Value of the new deal. Should be a number.
Currency
Hot
Mark this deal as a hot deal.
Owner
Zendesk Sell User that the deal should be assigned to.
Pipeline
Stage
Source
Where this deal is coming from?
Tags
Specify the name of a tag which will be assigned to the deal.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProduct ID
Product Name
Product SKU
NameRequired
Description
SKU
Active
Indicator of whether or not the product can be added to a deal.
Max Discount
Maximum discount (0-100) that can be applied to the product, e.g. put 20 if it's 20%.
Max Markup
Maximum markup that can be applied to the product, e.g. put 10 if it's 10%.
Unit Cost
Cost of the product. Visible only to account administrators.
Unit Cost Currency
Currency of the product cost, specified in 3-character currency code (ISO4217) format. Visible only to account administrators.
Placeholder
Need multiple prices for different currencies? Read more about Zapier Line Items.
Unit PriceRequired
CurrencyRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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.
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