Connect Xero and Zoho Invoice to unlock the power of automation
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Set up your first integration
Quickly connect Xero to Zoho Invoice with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Xero with Zoho Invoice - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Bank Transaction" from Xero.
Add your action
An action happens after the trigger—such as "Create Contact Person" in Zoho Invoice.
You’re connected!
Zapier seamlessly connects Xero and Zoho Invoice, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- OrganizationRequired
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Try ItTriggerPolling- OrganizationRequired
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- Days_overdueRequired
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- OrganizationRequired
- Status
Try ItTriggerPolling- OrganizationRequired
- Status
- Type
Try ItTriggerPolling- OrganizationRequired
- Report TypeRequired
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- Payment_type
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Practical ways you can use Xero and Zoho Invoice
Sync new Xero payments to Zoho Invoice.
Whenever a new payment is recorded in Xero, Zapier ensures the matching invoice is updated in Zoho Invoice. This eliminates manual data entry and ensures your financial records match across platforms in real-time.
Business OwnerNotify IT in Slack when a new Xero employee is created.
When a new employee is added to Xero (exclusively for Australian Instances), Zapier sends a notification to your IT team's Slack channel. This ensures the team can promptly set up accounts and access permissions, reducing onboarding delays.
ITGenerate invoices for marketing projects in Xero.
When a new project is created in Zoho Invoice, Zapier automatically generates a corresponding invoice in Xero. This helps marketing teams accurately capture project costs and streamline client billing processes.
Marketing & Marketing OpsLearn how to automate Xero on the Zapier blog
Learn how to automate Zoho Invoice on the Zapier blog
Frequently Asked Questions about Xero + Zoho Invoice integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Xero and Zoho Invoice
How do I integrate Xero with Zoho Invoice?
To integrate Xero with Zoho Invoice, you can use our platform to set up a workflow where specific triggers in one app cause actions in the other. You need to authenticate both your Xero and Zoho accounts, and then select a trigger from one app (like 'New Invoice' in Zoho) that will result in an action (like 'Create Contact') in the other app.
What triggers should I use for syncing my contacts between Xero and Zoho Invoice?
When syncing contacts between Xero and Zoho Invoice, typical triggers include 'New Contact' or 'Updated Contact'. These can initiate actions such as 'Add/Update Contact' on the connected platform to ensure information is consistent across both systems.
Can I automatically create an invoice in Zoho when a new payment is recorded in Xero?
Yes, you can automate invoice creation by setting up a trigger for 'New Payment' or 'Payment Received' in Xero which then leads to an action of 'Create Invoice' in Zoho Invoice.
Is it possible to update items in Zoho Invoice when changes are made in Xero?
We allow you to set up workflows that update item details. By using triggers like 'Item Updated' in Xero, corresponding item records can be updated automatically within Zoho Invoice.
How are errors handled during the integration process between Xero and Zoho Invoice?
During integration, if any errors occur due to issues like mismatched data formats or missing fields, these are logged with detailed information. Our system often provides alerts or notifications regarding such errors so they can be addressed swiftly.
Can existing invoices be synchronized from Xero to Zoho Invoice automatically?
While our platform primarily automates new transactions going forward, initial data import might require manual export/import operations. Subsequent changes and new invoices trigger automatic updates though.
Are multi-currency invoices supported during the integration of Xero with Zoho Invoice?
Yes, multi-currency transactions are supported. However, ensure that the currency configurations match between both systems to prevent discrepancies during data transfer.