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Zapier makes it easy to integrate Xero with Zoho Projects - no code necessary. See how you can get setup in minutes.

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Xero
Xero logo
Xero
1. Choose trigger event
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Zoho Projects
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Zoho Projects
2. Choose action
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1. Select the event
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Xero
Choose a trigger event

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 "Add Log Time" in Zoho Projects.

You’re connected!

Zapier seamlessly connects Xero and Zoho Projects, 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.

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    • Days_overdue
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    • Status
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    • Type
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    • Payment_type
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Customers have created over 25 million Zaps on the platform

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Connect Xero and Zoho Projects 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.
An illustration representing how to automate lead management with Zapier.

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.
An illustration representing how to measure campaign impact with Zapier.

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.
An illustration representing how to automate customer support with Zapier.

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.
An illustration representing how to move and manage data with Zapier.

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.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Xero on the Zapier blog

Make work flow with AI

Level up your Xero to Zoho Projects integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Xero + Zoho Projects 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 Projects

How do I connect Xero with Zoho Projects?

Connecting Xero with Zoho Projects involves using our platform to create workflows (Zaps) that specify triggers and actions. You'll need to set up an account, choose Xero as your trigger app, and select the specific trigger event like 'New Invoice' or 'Invoice Status Changed'. Then, connect it with Zoho Projects and choose an action such as 'Create Task' or 'Update Project'.

Can I sync invoice data from Xero to Zoho Projects automatically?

Yes, you can set up a Zap where a trigger in Xero, such as a 'New Invoice', will automatically perform an action in Zoho Projects. For example, you can create or update a project task every time a new invoice is issued in Xero.

What triggers are available for Xero when integrating with Zoho Projects?

We support various triggers for Xero integration including when a new invoice is created, payment is received, contract status changes, or new contact is added. These can then trigger actions in Zoho Projects like creating tasks or updating existing task details.

What actions can be automated in Zoho Projects after receiving data from Xero?

Once data is received from Xero via triggers such as 'New Payment' or 'Invoice Updated', you can automate several actions in Zoho Projects. This includes creating new tasks, updating task status, adding comments to projects, or logging time based on the financial details from invoices.

Do I need coding skills to set up the integration between Xero and Zoho Projects?

No coding skills are required. Our platform lets you use simple field mapping and conditions to define how data should flow between Xero and Zoho Projects. The interface guides you through selecting triggers and determining how they map into actions.

Is there any delay in the automation after setting up the integration?

The automations typically occur within minutes after the trigger event happens on Xero. We ensure a swift response so that your projects on Zoho are promptly updated without noticeable delay.

Can multiple users access the same integrations created between Xero and Zoho Projects?

Yes, once you create an integration or workflow on our platform, other users within your team can have access based on permission settings. This collaborative feature ensures everyone stays up-to-date with synced information across both platforms.

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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.
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About Zoho Projects
Zoho Projects is an online project management app that helps you plan your work and keep track of your progress. It also lets the people in the project communicate easily, discuss ideas, and stay updated. This lets you deliver quality results on time.
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