How to connect Xero + Zendesk Sell
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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
- 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.
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