Xero + Zendesk Integration

Integrate Xero to Zendesk in one click, or tell Integrately AI how you want each invoice handled. Track financial touches, update customer records, sync billing details, and alert your support team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Zendesk
    Ticket is solved in Zendesk
  • Zendesk
    Ticket is updated in Zendesk
  • Zendesk
    Ticket is created in Zendesk
  • Zendesk
    Ticket is created in view in Zendesk
  • Zendesk
    Activity(Audit) is added for specific ticket in Zendesk
  • Zendesk
    View is created in Zendesk
  • Zendesk
    User is created in Zendesk
  • Zendesk
    Group is created in Zendesk
  • Zendesk
    Organization is created in Zendesk
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2.
  • Xero
    Search item by name in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Create item code in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Create project in Xero
  • Xero
    Create task 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
  • Zendesk
    Get organization by id in Zendesk
  • Zendesk
    Create ticket in Zendesk
  • Zendesk
    Update ticket in Zendesk
  • Zendesk
    Add comment to ticket in Zendesk
  • Zendesk
    Search ticket in Zendesk
  • Zendesk
    Add tag to ticket in Zendesk
  • Zendesk
    Create user in Zendesk
  • Zendesk
    Update user in Zendesk
  • Zendesk
    Search agent in Zendesk
  • Zendesk
    Search user in Zendesk
  • Zendesk
    Get user by id in Zendesk
  • Zendesk
    Create organization in Zendesk
  • Zendesk
    Update organization in Zendesk
  • Zendesk
    Search organization in Zendesk
  • Zendesk
    Search group in Zendesk

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Ready Workflows Ready Workflows for Xero + Zendesk Integration

Sync billing details, track support updates, keep customer records current, alert your support team, and log transactions, all in just one click.

Most popular automationsmost-popular-automations
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Xero + Zendesk flow

Automate accounting records alongside customer support tasks, team notifications, and pipeline updates. Pick a combination and activate it in one click.

Xero
Zendesk
+
FreshBooksFreshBooks (3)
+
StripeStripe (3)
+
SlackSlack (3)
+
HubspotHubspot (3)
+
ShopifyShopify (3)
+
Google DriveGoogle Drive (3)
X
F
Z
Create a FreshBooks invoice when a Sales Invoice is created in Xero, and open a Zendesk ticket
Sales invoices in Xero instantly generate matching FreshBooks invoices and Zendesk support tickets, eliminating manual data entry.
X
F
Z
When a Payment is created in Xero, update the client in FreshBooks and add a comment to the Zendesk ticket
Payments recorded in Xero automatically update FreshBooks financial logs and append confirmation notes to active Zendesk tickets.
X
F
Z
Create a FreshBooks expense when an Expense claim receipt is created in Xero, and notify Zendesk
Expense receipts in Xero flow directly into FreshBooks while updating relevant internal Zendesk tickets.

Supported triggers and actions for Xero and Zendesk

Mix and match to build the exact automation you need

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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Search item by name in Xero
Locates and retrieves particular item information
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Get online invoice URL in Xero
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Update invoice items in Xero
Updates the items in an invoice
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Create item code in Xero
Generates new unique item code
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Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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Add attachment to contact in Xero
Attach files or documents to contact profiles
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Create project in Xero
Creates a new project
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Create task in Xero
Creates a new task
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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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Zendesk
Zendesk Triggers & Actions
Ticket is solved in Zendesk
Triggers the automation when a ticket is solved
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Ticket is updated in Zendesk
Triggers the automation when a ticket is updated
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Ticket is created in Zendesk
Triggers the automation when a new ticket is created
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Ticket is created in view in Zendesk
Triggers the automation when a new ticket is created in a particular view
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Activity(Audit) is added for specific ticket in Zendesk
Triggers the automation when a ticket is audited
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View is created in Zendesk
Triggers the automation when a new view is created
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User is created in Zendesk
Triggers the automation when a new user is created
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Group is created in Zendesk
Triggers the automation when a new group is created
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Organization is created in Zendesk
Triggers the automation when a new organization is created
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Get organization by id in Zendesk
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Create ticket in Zendesk
Generates a new ticket
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Update ticket in Zendesk
Updates ticket information
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Add comment to ticket in Zendesk
Adds a comment to a ticket
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Search ticket in Zendesk
Searches for a ticket
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Add tag to ticket in Zendesk
Adds a tag to a ticket for easy categorization and tracking
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Create user in Zendesk
Generates a new user account
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Update user in Zendesk
Updates user information
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Search agent in Zendesk
Searches for agent based on criteria
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Search user in Zendesk
Searches for a user
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Get user by id in Zendesk
Retrieves user information using their id
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Create organization in Zendesk
Generates a new invoice
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Update organization in Zendesk
Updates organization information
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Search organization in Zendesk
Finds and retrieves information about a organization
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Search group in Zendesk
Searches for a group
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What can you automate with Xero + Zendesk?

Streamline your financial accounting and customer support operations with powerful automated workflows.

What you can automate?
🔄
Sync sales invoices to customer tickets
Automatically generate a Zendesk support ticket the moment a new sales invoice is created in Xero, ensuring your support team knows about billing events instantly.
📋
Capture every submitted invoice field
Map all available Xero invoice line items, tax details, and customer notes directly into your Zendesk tickets instead of basic text summaries.
🔔
Notify the right team member instantly
Trigger automated alerts and updates whenever a payment is recorded in Xero or a support ticket changes status in Zendesk.
🔀
Route tasks based on invoice amounts
Perform different follow-up actions in Zendesk depending on the total value or tier of the sales invoice submitted in Xero.
🔄
Keep records updated as data changes
Ensure customer contacts and billing details stay synchronized across Xero and Zendesk whenever edits occur in either system.
Add or update instead of duplicating
Search existing customer records before creating new entries in Zendesk, preventing duplicate profiles when contacts update in Xero.
💳
Handle payment and refund status shifts
Automatically update support ticket statuses in Zendesk when corresponding payments or credit notes are processed in Xero.
🔗
Extend workflows to team messaging tools
Connect your Xero and Zendesk core flow with Slack or Google Drive to keep external stakeholders informed on financial updates.
And much more...

Who is Xero + Zendesk integration for?

Finance managers, support leads, and operations teams connect Xero and Zendesk to eliminate manual billing updates and keep support tickets synchronized with accounting records.

Finance managers
Finance managers
Customer support leads
Customer support leads
Account managers
Account managers
Billing specialists
Billing specialists
Sales representatives
Sales representatives
Operations coordinators
Operations coordinators
📈
Finance managers
You're reviewing quarterly revenue reports in Xero but your billing numbers always lag behind actual customer activity because invoices are logged by hand — this integration means every new invoice lands in your records instantly and your financial data stays current.
🎧
Customer support leads
You manage client inquiries in Zendesk but need immediate visibility into billing statuses before replying to urgent requests — automating both apps means support agents see payment confirmations instantly without switching systems.
🤝
Account managers
You answer to key accounts that demand real-time updates on their financial standing and open support tickets — connecting these apps means every transaction and ticket status syncs automatically for total client transparency.
Billing specialists
You process high volumes of sales invoices and payment receipts across multiple systems every single day — this integration means manual data entry disappears and your accounting workflows run without bottlenecks.
💼
Sales representatives
You depend on upstream finance teams to confirm when customer invoices are paid before starting renewal conversations — with this integration, payment updates flow straight to your CRM and support tools without delay.
🗂️
Operations coordinators
You need a reliable audit trail of customer accounts and payment histories but keep finding discrepancies between accounting and helpdesk logs — automating both platforms means your records match across the board.
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 Xero + Zendesk

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

1,500+ apps connected
1,500+ apps connected
Connect Xero + Zendesk 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 Xero to Zendesk?
Frequently Asked Questions
You can connect Xero to Zendesk in 1-click using ready workflows or by using Integrately AI to set up your custom automation alongside tools like Slack, HubSpot, and Google Drive.
Can I automatically create a Zendesk ticket when a Xero sales invoice is created?
Frequently Asked Questions
Can I connect Xero, Zendesk, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Xero and Zendesk?
Frequently Asked Questions
How do Xero sales invoices trigger updates in Zendesk?
Frequently Asked Questions
Can Zendesk user data be synchronized with Xero contacts?
Frequently Asked Questions
Do I need coding skills to automate Xero and Zendesk?
Frequently Asked Questions
Is the Xero and Zendesk integration free?
Frequently Asked Questions
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