Integrate Freshdesk with Xero

Appy Pie Connect allows you to automate multiple workflows between Freshdesk and Xero

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  • Lightning Fast Setup
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About Freshdesk

Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.

About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

Want to explore Freshdesk + Xero quick connects for faster integration? Here’s our list of the best Freshdesk + Xero quick connects.

Explore quick connects

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Connect Freshdesk + Xero in easier way

It's easy to connect Freshdesk + Xero without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Contact

    Triggers when a new customer is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

  • Update Ticket

    Triggers when a Ticket is updated.

  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

  • Actions
  • Create Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

How Freshdesk & Xero Integrations Work

  1. Step 1: Choose Freshdesk as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Xero as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Freshdesk to Xero.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Freshdesk and Xero

Freshdesk?

  • Xero?
  • Integration of Freshdesk and Xero
  • Benefits of Integration of Freshdesk and Xero
  • Integrating Freshdesk with Xero will provide our customers the ability to leverage Freshdesk for all their customer support needs while also having access to the financial data of their business. This integration will allow customers to work with a single topset for customer support and general business management. The integration of Freshdesk and Xero will create an efficient and a seamless way to perform accounting functions when using Freshdesk with a single click. This integration will also allow businesses to work with a single topset for customer support and general business management.

    It is a great opportunity for Freshdesk to partner with Xero, a leader in cloud-based accounting software, as they can offer more value to our customers by offering them a complete set of tops to manage the customer experience from start to finish. By integrating with Xero, Freshdesk will give our customers access to their critical accounting data while providing customer support and improving the overall customer experience. This integration will enable them to work with a single topset for customer support and general business management. For example, it would be easier for customers to view their account balance while interacting with a customer care agent. Xero’s singular focus on accounting makes it an ideal partner for Freshdesk because we can now work with a single topset for customer support and general business management. Moreover, this partnership allows us to enhance the overall customer experience and deliver value to our customers.

    Freshdesk is an online help desk software that has been developed by Freshworks Inc., based in Chennai, India. It can be used by small or big sized companies to track inbound emails and phone calls, measure performance and manage customer service related communications from one place. With a user friendly interface, this top helps users manage customers requests quickly and effectively. It also has features like scheduling, chat, live call recording and email auto-responder. It also offers additional features like handling social media contacts, recognition of key phrases, etc. In addition, it comes with apps that can be installed on mobile devices as well as tablets, thus allowing users to access the system easily at any time anywhere.

    Xero is a cloud-based accounting and financial application. It has been developed by Xero Inc., a San Francisco based firm which was founded in 2006 by Rod Drury. Xero has more than 600,000 customers worldwide, including small business owners and other entrepreneurs who have used the platform to do their finances online. It allows small businesses to manage their accounts online much faster than traditional methods. It also comes with apps that can be installed on mobile devices as well as tablets, thus allowing users to access the system easily at any time anywhere.

    The process to integrate Freshdesk and Webflow may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

    Page reviewed by: Abhinav Girdhar  | Last Updated on January 25,2023 05:21 pm