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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Group" from Issuetrak.

Add your action

An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.

You’re connected!

Zapier seamlessly connects Issuetrak and Xero, 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.

New Group
Triggers when a new group is created.
Trigger
Polling
Try It
New User
Triggers when a new user is created.
Trigger
Polling
Try It
- Should this Group be Agent Only?
- Group ID
- Display Name
  Required
- Phone Number
- Email Address
- SMS Address
- Primary Organization
  Required
Action
Write
- User IID
- Groups to remove from the user
  Required
Action
Write
- Group IID
- Organizations to remove from the user
  Required
Action
Write

- User IID
- Organizations to add to the user
  Required
- Allow the user, with appropriate permissions, to edit Issues in the selected Organizations
  Required
- Allow the user to see (in lists) users in the selected Organizations
  Required
Action
Write
- IID of the Organization to update
  Required
- Name
- Is Internal
- Site Title
- Contact Person
- Contact User
- Secondary Contact User
- Tertiary Contact User
- Email
- Phone
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Web Address
- Email Domain
- Reply To Email Name
- Reply To Email Address
- Note
Action
Write

- Can Login
- Should the User be an agent?
- User ID
- First Name
  Required
- Last Name
  Required
- Display Name
  Required
- Phone Number
- Email Address
- SMS Address
- Time Zone
  Required
- Should times displayed to this user respect Daylight Savings Time?
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Country
- Primary Organization
  Required
- Redirect After Issue Submit
  Required
- Home Page
  Required
Action
Write
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- IID exactly matches one of
- Search Cause Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- Iid exactly matches one of
- Search Name By
  Required
Action
Search
- IID exactly matches one of
- Search Name By
  Required
- Match Is Active On
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- Search Project Title By
  Required
- Search Project Code By
  Required
- Manager IID exactly matches one of
- Organization IID exactly matches one of
- Location IID exactly matches one of
- Match Is Open On
  Required
- Category IID exactly matches one of
- Substatus IID exactly matches one of
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- Search Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- ParentIid exactly matches one of
- Search Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- ParentIid exactly matches one of
- Search Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- User IID matches one of
- Search User ID By
  Required
- Primary Organization Iid exactly matches one of
- Search Display Name By
  Required
- Match Is agent On
  Required
- Search First Name By
  Required
- Search Last Name By
  Required
- Search Phone Number By
  Required
- Search Email By
  Required
- Search SMS Address By
  Required
- Search Address Line One By
  Required
- Search Address Line Two By
  Required
- Search City By
  Required
- Search State By
  Required
- Search Zip/Postal Code By
  Required
- Search Country By
  Required
- Match Can Login On
  Required
- Match Active On
  Required
Action
Search
- Organization
  Required
- Status
Trigger
Polling
Try It
- Organization
  Required
- Status
- Type
Trigger
Polling
Try It
- Organization
  Required
- Report Type
  Required
Trigger
Polling
Try It
- Organization
  Required
- Payment_type
Trigger
Polling
Try It
- Organization
  Required
- Project State
Trigger
Polling
Try It
- Organization
  Required
- Quote Status
Trigger
Polling
Try It
- Organization
  Required
- Status
Trigger
Instant
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
- Invoice ID
  Required
- Note
  Required
Action
Write
- Organization
  Required
- Credit Note ID
  Required
- Invoice ID
  Required
- Amount
  Required
Action
Write
- Organization
  Required
- From Account
  Required
- To Account
  Required
- Amount
  Required
- Date
Action
Write
- Organization
  Required
- Code
  Required
- Name
  Required
- Type
  Required
Action
Write
- Organization
  Required
- Type
  Required
- Contact
  Required
- Date
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item Code
  Required
Action
Write
- Organization
  Required
- Contact_name
  Required
- Email_address
- Contact_account_number
- Primary Person - First Name
- Primary Person - Last Name
- 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
- Contact Address Type
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Contact_tax_number
- Bank Account Number
- Contact Number
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Number
- Reference
- Sent_to_contact
- Line_items_type
- Item Code
- Description
- Quantity
  Required
- Unit Price
- Discount %
- Discount Amount
- Account
- Tax Rate
- Tracking
Action
Write
- Organization
  Required
- Contact
  Required
- Project Name
  Required
- Deadline for the project
- Project Estimate
Action
Write
- Organization
  Required
- Contact
  Required
- Repeated Invoice Schedule
- Invoice Creation: Frequency Type
  Required
- Invoice Creation: Frequency (Period)
  Required
- Due Date Type: Payment Terms
  Required
- Set Due Dates (Days)
  Required
- Start Date:
  Required
- End Date
- Status
  Required
- Currency
- Branding_theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line Amount Types
Action
Write
- Organization
  Required
- Purchase Order
  Required
- Contact
- Update Method for Line Items
- Date
- Delivery_date
- Line Amount Types
- Purchase Order Number
- Reference
- Branding Theme
- Currency
- Status
- Sent to Contact
- Delivery Address
- Attention To
- Telephone
- Delivery Instructions
- Expected_arrival_date
Action
Write
- Info
- Organization
  Required
- Invoice_id
  Required
- Contact
- Status
- Date
- Due_date
- Expected_payment_date
- Reference
- Branding_theme
- Url
- Currency
- Sent_to_contact
- Attachments
- Invoice_number
- Line_amount_types
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Invoice ID
  Required
- Include PDF File
- Include Online Invoice URL
Action
Search
- Organization
  Required
- Contact ID
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Include Online Invoice URL
Action
Search
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item Code
  Required
Action
Search or write

New Organization
Triggers when a new Organization is created.
Trigger
Polling
Try It
- IID of Group To Update
  Required
- Should the Group only allow agents?
- Name
- Phone Number
- Email Address
- SMS Address
- Primary Organization
Action
Write
- User IID
- Groups to add to the user
  Required
Action
Write
- Group IID
- Organizations to add to the group
  Required
- Allow members of the group, with appropriate permissions, to edit Issues in the selected Organizations
  Required
- Allow members of the group to see (in lists) users in the selected Organizations
  Required
Action
Write
- Name
  Required
- Is Internal
  Required
- Site Title
- Contact Person
- Email
- Phone
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Web Address
- Email Domain
- Reply To Email Name
- Reply To Email Address
- Note
Action
Write
- User IID
- Organizations to remove from the user
  Required
Action
Write
- IID of User To Update
  Required
- Can Login
- Active
- Should the User be an agent?
- First Name
- Last Name
- Display Name
- Phone Number
- Email Address
- SMS Address
- Time Zone
- Should times displayed to this user respect Daylight Savings Time?
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Country
- Primary Organization
- Redirect After Issue Submit
- Home Page
Action
Write
- IID of User To Update
  Required
- Can Login
- Active
- Should the User be an agent?
- First Name
- Last Name
- Display Name
- Phone Number
- Email Address
- SMS Address
- Time Zone
- Should times displayed to this user respect Daylight Savings Time?
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Country
- Primary Organization
- Redirect After Issue Submit
- Home Page
Action
Write
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- IID exactly matches one of
- Search Name By
  Required
- Match Is Internal On
  Required
- Search Site Title By
  Required
- Search Contact Person By
  Required
- Search Email By
  Required
- Search Phone By
  Required
- Search Address Line One By
  Required
- Search Address Line Two By
  Required
- Search City By
  Required
- Search State By
  Required
- Search Postal Code By
  Required
- Search Web Address By
  Required
- Search Email Domain By
  Required
- Search Reply To Email Name By
  Required
- Search Reply To Email Address By
  Required
- Search Note By
  Required
Action
Search
- Field to search on
  Required
Action
Search
- IID exactly matches one of
- Search Issue Class Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- Search Issue Subject By
  Required
- Match Is Open On
  Required
- IssueType IID
- Cause IID
- Class IID
- Location IID
- Organization IID
- Priority IID
- Substatus IID
- Assigned To IID
- Submitted By IID
- Entered By IID
- Next Action IID
Action
Search
- IID exactly matches one of
- Search Name By
  Required
- Search Message By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- Search Name By
  Required
- Search Description By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- ParentIid exactly matches one of
- Search Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- ParentIid exactly matches one of
- Search Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
- Days_overdue
  Required
Trigger
Polling
Try It
- Trigger_info
- Organization
  Required
- PayRun Status
- PayRun Period Start Date
- PayRun Period End Date
Trigger
Polling
Try It
- Organization
  Required
- Purchase Order Status
Trigger
Polling
Try It
- Organization
  Required
- Payment_type
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
- Status
- Change
- Contact
- Trigger_preference
- Copy
Trigger
Instant
Try It
- Organization
  Required
- Invoice
  Required
Action
Write
- Organization
  Required
- Item Code
  Required
- Name
  Required
- Description
- Is Sold
  Required
- Sales Unit Price
- Sales Account
- Sales Tax Type
- Is Purchased
  Required
- Purchase Description
- Purchase Unit Price
- Purchase Account
- Purchase Tax Type
- Is Tracked
  Required
- Inventory Asset Account
- Cost of Goods Sold Account
Action
Write
- Organization
  Required
- Transaction_type
  Required
- Contact
  Required
- Bank Account
  Required
- Date
Action
Write
- Organization
  Required
- Contact Name
  Required
- Account_number
- Sales Default Account Code
- Purchases Default Account Code
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- 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
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Write
- Organization
  Required
- Contact
  Required
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- Organization
  Required
- Warning_message
- Credit Note ID
  Required
- Allocation ID
  Required
Action
Write
- Info
- Organization
  Required
- First Name
  Required
- Middle Names
- Last Name
  Required
- Date of Birth
  Required
- Title
- Email
  Required
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- CopyEmployment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- CopyTaxDeclaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- CopyBankAccount
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- CopyAddress
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
Action
Write
- Organization
  Required
- Contact_name
  Required
- Email_address
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Reference
- Line_items_type
- Item Code
- Description
- Quantity
  Required
- Unit Price
- Account
- Tax Rate
- Tracking
Action
Write
- Organization
  Required
- Document Type
- Document ID or Number
  Required
- Paid To
  Required
- Date
- Currency_rate
- Amount
  Required
- Reference
Action
Write
- Organization
  Required
- Contact (supplier)
  Required
- Date
- Delivery_date
- Order Number
- Reference
- Theme
- Currency
- Tax_type
- Delivery_address
- Attention
- Telephone
- Delivery_instructions
- Attachments
- Purchase Order Status
Action
Write
- Info
- Organization
  Required
- Employee
  Required
- First Name
  Required
- Middle Names
- Last Name
  Required
- Date of Birth
  Required
- Title
- Email
  Required
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- CopyEmployment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- CopyTaxDeclaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- CopyBankAccount
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- CopyAddress
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
Action
Write
- Organization
  Required
- Quote ID
  Required
- Quote Number
- Status
- Contact
  Required
- Date
- Expiry
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- Organization
  Required
- Resource type
  Required
- File
  Required
Action
Write
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Email
Action
Search
- Organization
  Required
Action
Search
- Organization
  Required
- Invoice ID
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Contact Name
  Required
- Account_number
- Sales Default Account Code
- Purchases Default Account Code
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- 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
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Search or write

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Connect Issuetrak and Xero to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Xero on the Zapier blog

Make work flow with AI

Level up your Issuetrak to Xero integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Issuetrak

Issuetrak is an operational management platform to help you solve problems, control chaos, and experience less stress.

HelpHelp

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Customer Support

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.

Learn moreLearn moreHelpHelp

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Connect Issuetrak and Xero to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Issuetrak and Xero to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Xero on the Zapier blog

5 ways to use the Zapier Xero integration

Make work flow with AI

Connect Issuetrak to Xero on the world's largest no-code automation platform