Freshservice + Xero Integration

Integrate Freshservice to Xero in one click, or tell Integrately AI how you want each ticket handled. Create sales invoices, update contacts, notify your team, and track support activity automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Freshservice
    Ticket is created in Freshservice
  • Freshservice
    Ticket is updated in Freshservice
  • Freshservice
    Requester is created in Freshservice
  • Freshservice
    Requester is updated in Freshservice
  • Xero
    Contact is created/updated in Xero
  • Xero
    Contact (supplier) in Xero
  • Xero
    Sales Invoice is created/updated in Xero
  • Xero
    Expense claim receipt is created/updated in Xero
  • Xero
    Payment is created/updated in Xero
  • Xero
    Quote is created/updated in Xero
  • Xero
    Account is created/updated in Xero
  • Xero
    Item is created/updated in Xero
  • Xero
    Purchase Order is created/updated in Xero
  • Xero
    Bill is created/updated in Xero
  • Xero
    Bank Transfer is created in Xero
  • Xero
    Bank Transaction is created/updated in Xero
  • Xero
    User is created/updated in Xero
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2.
  • Freshservice
    Create ticket in Freshservice
  • Freshservice
    Create requester in Freshservice
  • Freshservice
    Get requester by ID in Freshservice
  • Freshservice
    Get agent by ID in Freshservice
  • Freshservice
    Get group by ID in Freshservice
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Create item code in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Search item by name in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Create task in Xero
  • Xero
    Create project in Xero
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create sales invoice in Xero
  • Xero
    Create sales invoice for existing contact in Xero
  • Xero
    Search sales invoice in Xero
  • Xero
    Get sales invoice by id in Xero
  • Xero
    Create contact in Xero
  • Xero
    Search contact by email address in Xero
  • Xero
    Search contact by name in Xero
  • Xero
    Update contact in Xero
  • Xero
    Search contact by account number in Xero
  • Xero
    Create payment in Xero
  • Xero
    Create quote in Xero
  • Xero
    Create bill in Xero
  • Xero
    Create purchase order in Xero
  • Xero
    Add items to existing sales invoice in Xero
  • Xero
    Send sales invoice by email in Xero
  • Xero
    Search item in Xero
  • Xero
    Create bank transfer in Xero
  • Xero
    Create credit note in Xero
  • Xero
    Create bank transaction in Xero
  • Xero
    Search account in Xero

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Ready Workflows Ready Workflows for Freshservice + Xero Integration

Capture tickets, create sales invoices, update contacts, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
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Connect more apps to your Freshservice + Xero flow

Connect Freshservice and Xero with your favorite productivity, communication, and management tools to handle support and finances smoothly. Pick a combination and activate it in one click.

Freshservice
Xero
+
SlackSlack (6)
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Google SheetsGoogle Sheets (5)
+
GmailGmail (4)
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StripeStripe (4)
+
AsanaAsana (4)
+
HubspotHubspot (4)
F
X
S
Add every new Freshservice ticket to Xero as a sales invoice, and notify your finance channel in Slack
New Freshservice tickets become Xero sales invoices instantly while Slack alerts your finance channel, keeping support and billing in sync.
X
F
S
When a Xero contact is created or updated, create a matching requester in Freshservice and notify your team in Slack
Keep Freshservice requesters updated automatically whenever Xero contacts change, and let your support team know via Slack.
X
F
S
When a Xero payment is created or updated, update the matching Freshservice ticket and alert your support channel in Slack
Payment updates in Xero trigger ticket updates in Freshservice and notify your support channel in Slack instantly.
F
X
S
When a Freshservice ticket is updated, update the related Xero sales invoice and notify your billing channel in Slack
Ticket changes in Freshservice automatically update Xero sales invoices and post an alert in your Slack billing channel.
F
X
C
S
Use ChatGPT to summarize every new Freshservice ticket, create a Xero sales invoice, and post the summary in Slack
ChatGPT summarizes new Freshservice tickets before a Xero sales invoice is created and the summary is shared in Slack.
X
F
S
When a Xero quote is created or updated, create a Freshservice ticket and announce it in your sales channel in Slack
New Xero quotes automatically generate Freshservice tickets and post an announcement in your Slack sales channel.

Supported triggers and actions for Freshservice and Xero

Mix and match to build the exact automation you need

Freshservice
Freshservice Triggers & Actions
Ticket is created in Freshservice
Triggers the automation when a new ticket is created
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Ticket is updated in Freshservice
Triggers the automation when a ticket is modified
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Requester is created in Freshservice
Triggers the automation when a new requester is created
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Requester is updated in Freshservice
Triggers the automation when a requester is updated
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Create ticket in Freshservice
Generates a new ticket
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Create requester in Freshservice
Generates new requester profiles with particular parameters
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Get requester by ID in Freshservice
Retrieves a requester's information using their unique id
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Get agent by ID in Freshservice
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Get group by ID in Freshservice
Retrieves a group by its id
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Xero
Xero Triggers & Actions
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
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Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
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Sales Invoice is created/updated in Xero
Triggers the automation when a sales invoice is created or updated
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Expense claim receipt is created/updated in Xero
Triggers the automation when any expense claim receipt is created or updated
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Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
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Quote is created/updated in Xero
Triggers the automation when a quote is created or updated
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Account is created/updated in Xero
Triggers the automation when an account is created or updated
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Item is created/updated in Xero
Triggers the automation when an item is created or updated
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Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
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Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
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Bank Transfer is created in Xero
Triggers the automation when a bank transfer occurs
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Bank Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
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User is created/updated in Xero
Triggers the automation when a user is created or updated
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Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
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Create item code in Xero
Generates new unique item code
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Update invoice items in Xero
Updates the items in an invoice
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Get online invoice URL in Xero
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Search item by name in Xero
Locates and retrieves particular item information
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Add attachment to contact in Xero
Attach files or documents to contact profiles
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Create task in Xero
Creates a new task
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Create project in Xero
Creates a new project
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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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Create sales invoice in Xero
Generates a new sales invoice with pre-filled details
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Create sales invoice for existing contact in Xero
Generates a new sales invoice for an existing contact
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Search sales invoice in Xero
Searches for a sales invoice
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Get sales invoice by id in Xero
Retrieves a sales invoice using the unique invoice id
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Create contact in Xero
Adds a new contact to the database
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Search contact by email address in Xero
Finds and retrieves contact information using their email address
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Search contact by name in Xero
Finds information about a contact using the name
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Update contact in Xero
Updates contact information with new details
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Search contact by account number in Xero
Retrieves contact information based on the provided account number
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Create payment in Xero
Generates and process a payment transaction
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Create quote in Xero
Generates a new quote with pre-filled information
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Create bill in Xero
Generates a new bill for the customer
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Create purchase order in Xero
Generates a purchase order for approved requests
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Add items to existing sales invoice in Xero
Adds selected items to an existing sales invoice
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Send sales invoice by email in Xero
Sends a sales invoice by email
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Search item in Xero
Locates and retrieves particular item information
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Create bank transfer in Xero
Initiates a bank transfer
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Create credit note in Xero
Generates a credit note for returned items
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Create bank transaction in Xero
Generates a bank transaction
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Search account in Xero
Searches for account information
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What can you automate with Freshservice + Xero?

Streamline your support and accounting workflows by syncing tickets, invoices, contacts, and payments automatically.

What you can automate?
🔄
Turn Freshservice tickets into Xero sales invoices instantly
Generate a Xero sales invoice the moment a new ticket is created in Freshservice. Eliminate manual billing handoffs between support and finance.
📋
Capture every submitted field from support tickets
Map all available ticket details and requester information into your Xero contacts and invoices instead of just basic names. Your accounting records become much more detailed.
📢
Notify your team as soon as tickets or invoices update
Send instant alerts to your Slack channels or email inboxes whenever support tickets are created or Xero payments are received.
🔀
Route actions based on submitted ticket fields
Trigger different billing paths or notification channels depending on ticket priority or department categories submitted in Freshservice.
📈
Keep financial records updated as tickets change
Automatically update existing Xero sales invoices when corresponding support tickets are modified or resolved in Freshservice.
🔗
Create or update records without generating duplicates
Search existing Xero contacts before creating new ones, updating records automatically when matching email addresses or names are found.
💳
Handle payment milestones and status changes automatically
Trigger ticket updates in Freshservice whenever Xero payments are created, updated, or invoices are marked as paid.
🌐
Extend your workflow to team communication and sheets
Connect Freshservice and Xero with tools like Google Sheets or Slack to maintain comprehensive logs and team visibility.
And much more...

Who is Freshservice + Xero integration for?

Connecting Freshservice and Xero helps support, finance, and operations teams eliminate manual data entry, keep accounts updated, and track ticket activity.

Finance Managers
Finance Managers
Support Leads
Support Leads
Account Managers
Account Managers
Operations Teams
Operations Teams
Billing Specialists
Billing Specialists
Support Agents
Support Agents
📈
Finance Managers
You report on billing metrics and decide budgets from them, but your financial figures are always stale because invoices wait on manual ticket exports — this integration means every new Freshservice ticket triggers an instant Xero sales invoice and your books stay current.
Support Leads
You need to act fast on critical customer issues, but you find out about billing status changes too late because support and accounting tools are disconnected — automating both apps means every payment update in Xero refreshes your Freshservice tickets immediately.
🤝
Account Managers
You answer to clients who want to see real-time progress on their service requests and billing, but updates get stuck in separate systems — connecting these apps means your CRM and support records stay fully aligned without manual copying.
📊
Operations Teams
The volume of support tickets and customer accounts is too high for anyone to keep up by hand, leading to missed invoices and billing errors — with this integration, every ticket and contact syncs across Freshservice and Xero without manual effort.
💼
Billing Specialists
You own the invoicing step and depend on support staff to hand over ticket details before you can bill clients, causing persistent delays — automating both apps means sales invoices are generated the moment tickets are created in Freshservice.
🔍
Support Agents
You need a reliable history of customer interactions and payment statuses, but you keep finding gaps between support tickets and accounting ledgers — this integration means every contact and payment record matches perfectly across platforms.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Freshservice + Xero

Build and manage your Freshservice + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Freshservice + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Freshservice to Xero?
Frequently Asked Questions
You can connect Freshservice to Xero in 1 click using ready workflows or ask Integrately AI to build the automation. It takes minutes to link your accounts and sync data with Slack, Google Sheets, Gmail, and 1,500+ other apps.
Can I automatically create a Xero sales invoice when a Freshservice ticket is created?
Frequently Asked Questions
Can I connect Freshservice, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshservice and Xero?
Frequently Asked Questions
How does Freshservice handle ticket triggers in this integration?
Frequently Asked Questions
How are Xero contacts and invoices updated during automation?
Frequently Asked Questions
Do I need coding skills to automate Freshservice and Xero?
Frequently Asked Questions
Is the Freshservice and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Freshservice or Xero With 1500+ Other Apps

Freshservice
Popular Freshservice Integrations
Connect Freshservice with CRM, ticketing, and messaging tools to manage your support lifecycle and team alerts.
Xero
Popular Xero Integrations
Sync Xero with invoicing, payment, and reporting tools to keep your financial stack working seamlessly.
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Xero Integrations arrow right
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