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Integrate Xero with CloudTalk

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

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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.

About CloudTalk

CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.

CloudTalk Integrations

Best Xero and CloudTalk Integrations

  • Xero Integration CloudTalk Integration

    Xero + CloudTalk

    Create Contact to CloudTalk from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    CloudTalk Integration Create Contact
  • Xero Integration CloudTalk Integration

    Xero + CloudTalk

    Update Contact in CloudTalk when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    CloudTalk Integration Update Contact
  • Xero Integration CloudTalk Integration

    Xero + CloudTalk

    Create Contact to CloudTalk from New Contact in Xero Read More...
    Close
    When this happens...
    Xero Integration New Contact
     
    Then do this...
    CloudTalk Integration Create Contact
  • Xero Integration CloudTalk Integration

    Xero + CloudTalk

    Update Contact in CloudTalk when New Contact is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Contact
     
    Then do this...
    CloudTalk Integration Update Contact
  • Xero Integration CloudTalk Integration

    Xero + CloudTalk

    Create Contact to CloudTalk from New Payment in Xero Read More...
    Close
    When this happens...
    Xero Integration New Payment
     
    Then do this...
    CloudTalk Integration Create Contact
  • Xero Integration {{item.actionAppName}} Integration

    Xero + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Xero + CloudTalk in easier way

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

    Triggers
  • 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)

  • New Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

    Actions
  • 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.

  • Create Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Xero & CloudTalk Integrations Work

  1. Step 1: Choose Xero 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 CloudTalk 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 Xero to CloudTalk.

    (2 minutes)

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

Integration of Xero and CloudTalk

CloudTalk has recently added Xero integration to its list of integrations. Xero is a cloud-based accounting spution that is used by small companies, or individuals for that matter, to keep track of their finances. The company behind Xero, Xero Limited, was established in New Zealand in 2006 and has since expanded into Australia, the UK and the US.

Xero is a cloud-based accounting spution that helps small businesses manage their finances. It is an easy-to-use software that allows you to manage your invoices, expenses and bank accounts from one place. CloudTalk enables you to quickly connect your Xero account to your chatbot by providing a simple API integration. You can view your invoice data and create new invoices right from within the chatbot. In addition, you will be able to use natural language processing (NLP. to process questions about invoice items, history or even payments.

Provisioning Xero from within CloudTalk is easy. Once you have connected the two services, you can view your invoices to get an overview of what is being billed and how much is due. You can also modify your invoices manually, if necessary, and even create new invoices with a few clicks of the mouse. Creating a new invoice is as simple as typing “Create an invoice for X dplars” and clicking a button. CloudTalk will then prompt you to enter the amount of the invoice and then automatically create the invoice item for you.

With its recent introduction of the Xero integration, CloudTalk represents an exciting opportunity for small business owners who need to manage their finances but would rather not take the time to learn a new program. With CloudTalk, you will have access to all of the functionality you need to run your small business from one place and can do so in a quick and efficient manner.

The process to integrate Xero and CloudTalk 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.