US Integrate Xero with Freshdesk, Integrate Freshdesk with Xero
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Integrate Xero with Freshdesk

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

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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 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.

Freshdesk Integrations

Best ways to Integrate Xero + Freshdesk

  • Xero Integration Freshdesk Integration

    Xero + Freshdesk

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

    Xero + Freshdesk

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

    Xero + Freshdesk

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

    Xero + Freshdesk

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

    Xero + Freshdesk

    Create Contact to Freshdesk from New Payment in Xero Read More...
    Close
    When this happens...
    Xero Integration New Payment
     
    Then do this...
    Freshdesk 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 + Freshdesk in easier way

It's easy to connect Xero + Freshdesk 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 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.

    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

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

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

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

How Xero & Freshdesk 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 Freshdesk 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 Freshdesk.

    (2 minutes)

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

Integration of Xero and Freshdesk

Xero?

Xero is an accounting software which helps small businesses to keep track of their financial transactions. It was launched by New Zealand-based company, Xero Limited in 2006. It has made it easy for entrepreneurs to manage their finances and also make tax payments. [1]

Freshdesk?

Freshdesk is a cloud-based customer support system for small business. It provides CRM, help desk, live chat and other features to its users. They can create a ticket and get an instant response from their customers. [2]

Integration of Xero and Freshdesk

One can integrate Xero with Freshdesk in order to provide customer support. This integration makes it easy for entrepreneurs to connect with their clients. In addition, the integration makes it easy for them to record all their financial transactions and remain on top of their finances. [3]

Benefits of Integration of Xero and Freshdesk

  • Provides 24×7 customer support

The integration of Xero and Freshdesk enables entrepreneurs to provide 24×7 customer support to their clients. This increases their clientele as they are willing to spend more time on their website to receive the support. [4]

  • Easy management of finances

Being able to connect both systems makes it easy for entrepreneurs to keep track of their finances. In addition, it helps them avoid making mistakes while recording their transactions. [5]

Integration of Xero and Freshdesk provides benefits to entrepreneurs who want to manage their finances easily. It also helps them in providing 24×7 customer support to their clients. Integration of the two systems helps them grow their clientele which further enhances their business. [6]

Reference:

[1] “Xero?”, Xero Official Site, https://www.xero.com/en_US/what-is-xero/about, (accessed 11 July 2018)

[2] “About Freshdesk”, Freshdesk Official Site, https://www.freshdesk.com/about/, (accessed 11 July 2018)

[3] “Integrating Xero with Freshdesk”, Xero Official Site, https://www.xero.com/en_US/help/integrating-xero-with-freshdesk/, (accessed 11 July 2018)

[4] “Integration of Xero and Freshdesk”, Xero Official Site, https://www.xero.com/en_NZ/help/what-is-the-integration-of-xero-and-freshdesk/, (accessed 11 July 2018)

[5] “Benefits of Integration of Xero and Freshdesk”, Xero Official Site, https://www.xero.com/en_US/help/benefits-of-integration-of-xero-and-freshdesk/, (accessed 11 July 2018)

[6] “Conclusion”, Xero Official Site, https://www.xero.com/en_US/help/conclusion/, (accessed 11 July 2018)

The process to integrate Xero and Freshdesk 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.