Connect Zendesk Sell and Xero
Integrate Zendesk Sell with Xero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Contact in Xero when New Product Is Added in Zendesk Sell
Create Project in Xero when New Product Is Added in Zendesk Sell
Create Purchase Order in Xero when New Product Is Added in Zendesk Sell
Create New Quote in Xero when New Product Is Added in Zendesk Sell
Find a Purchase Order in Xero when New Product Is Added in Zendesk Sell
Popular Zendesk Sell + Xero flows
Start from a real workflow other teams are already running.
Choose a trigger
Zendesk Sell
When this happens...
New Product Is Added
New Task Is Created
New Note Is Created
New Lead Created or Updated
New Deal Created or Updated
New Contact Created or Updated
Choose an action
Xero
Automatically do this!
Create or Update Contact
Create Project
Create Purchase Order
Create New Quote
Find a Purchase Order
Find Invoice
Find Contact
Add Note to Invoice
Add Stock Items
Create Bank Transfer
Create an Xero Invoice
Get Balance Sheet
Get Report of Profit and Loss
Create or Update Contact in Xero when New Product Is Added in Zendesk Sell
Use this flowCreate Project in Xero when New Product Is Added in Zendesk Sell
Use this flowCreate Purchase Order in Xero when New Product Is Added in Zendesk Sell
Use this flowCreate New Quote in Xero when New Product Is Added in Zendesk Sell
Use this flowFind a Purchase Order in Xero when New Product Is Added in Zendesk Sell
Use this flowFind Invoice in Xero when New Product Is Added in Zendesk Sell
Use this flowFind Contact in Xero when New Product Is Added in Zendesk Sell
Use this flowAdd Note to Invoice in Xero when New Product Is Added in Zendesk Sell
Use this flowAdd Stock Items to Xero when New Product Is Added in Zendesk Sell
Use this flowCreate Bank Transfer in Xero when New Product Is Added in Zendesk Sell
Use this flowSupported Triggers & Actions
Everything you can automate between Zendesk Sell and Xero.
When this happensTriggers
A trigger is an event that starts a workflow.
New Product Is Added
Runs when new product is added
New Task Is Created
Runs when new task is created
New Note Is Created
Runs when new note is created
New Lead Created or Updated
Triggers when a lead is added or an existing lead’s details change.
New Deal Created or Updated
Triggers when a deal is created or updated in Zendesk Sell.
New Contact Created or Updated
Runs when new contact is created
Do thisActions
Action is the task that follows automatically within your Zendesk Sell integrations.
Update Contact or Company Details
Update a contact's or company's details using their ID or email.
Stop Sequence Enrollment
Stop an active sequence enrollment for a lead or contact.
Create Product
Create a new product in your sales catalog with name, details and pricing so teams can use it in deals and quotes.
Update Product By ID
Update a product by its ID to change name, price, description, or other attributes.
Create a Lead
Create a single lead with contact, company, status, tags and custom fields.
Create Note
Add a note to a deal, contact, or lead.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About Zendesk Sell
Elevate your sales process with Zendesk Sell, a powerful sales automation and CRM platform designed to help you close deals faster and build stronger customer relationships.
Learn more
About Xero
Xero is a cloud-based accounting software platform for small and medium-sized businesses. It connects business owners with their financial data and advisors anytime, anywhere, on any device.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zendesk Sell and Xero accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Zendesk Sell and Xero as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Xero. No coding required.
Yes. You can set up a workflow where Zendesk Sell triggers actions in Xero, and a separate workflow where Xero triggers actions in Zendesk Sell. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Zendesk Sell and Xero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zendesk Sell and Xero integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
