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Integrate Xero with Zendesk

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

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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 Zendesk

Zendesk is the world's leading cloud-based customer service software that provides a single platform for businesses to improve their customer service, support and experience across multiple channels, such as email, social media and helpdesks.

Zendesk Integrations
Zendesk Alternatives

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Best ways to Integrate Xero + Zendesk

  • Xero Integration Zendesk Integration

    Xero + Zendesk

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

    Xero + Zendesk

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

    Xero + Zendesk

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

    Xero + Zendesk

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

    Xero + Zendesk

    Update Ticket in Zendesk when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Zendesk Integration Update Ticket
  • 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 + Zendesk in easier way

It's easy to connect Xero + Zendesk 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 Group

    Triggers every time a new group is created in Zendesk.

  • New Organization

    Triggers once a new organization is added to Zendesk.

  • New Ticket

    Triggers every time a new ticket is added to a view.

  • New User

    Triggers when a new user is created in Zendesk.

  • Updated Ticket

    Triggers every time when a ticket is updated. (Note-Zendesk might take an hour to make tickets available via their API with this trigger).

    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 Organization

    Create a new organization.

  • Create Ticket

    Create a new ticket.

  • Create User

    Create a new user.

  • Update Organization

    Update an existing organization.

  • Update Ticket

    Modify an existing ticket status or add comments.

  • Update User

    Modify an existing user.

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

How Xero & Zendesk 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 Zendesk 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 Zendesk.

    (2 minutes)

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

Integration of Xero and Zendesk

Xero?

Xero is a cloud-based accounting platform that offers financial management to small and medium-sized businesses. It was founded by Rod Drury and first launched in 2007 after he left his previous company, New Zealand software firm Clear Books. It was started as a business out of a garage in Wellington, New Zealand.

Xero's target market is small businesses that have fewer than twenty employees. This market segment is estimated to be worth $10 billion in annual revenue. The company has more than six million customers worldwide. Xero serves customers in Australia, Canada, England, France, Germany, Ireland, New Zealand, the Netherlands, Spain, the United States, and the United Kingdom.[5]

According to PC World magazine, Xero is one of the four leading online accounting tops. In 2011 it won the Fastest Growing Company award at Deloitte's Fast 500 Asia Pacific.[6][7]

Xero has been recognized as one of Deloitte’s Technpogy Fast 500 companies in North America for 2011,[8] 2012[9] and 2013[10] and has been included on Deloitte’s "Technpogy Fast 50" lists of fast-growing technpogy companies in Australia and New Zealand for the past two years.[11][12] In December 2011, Xero was named by Deloitte as the top emerging Tech company in Australia and New Zealand.[13]

Xero became a public company on June 19, 2012.[14] It raised NZ$210 million from its IPO on the New Zealand Stock Exchange. At the time of the IPO, only 20% of Xero's shares were owned by its management team. There was interest from investors in other countries such as Australia and the United States to buy into Xero, but they were not offered any shares because of regulatory restrictions.

In May 2014 Xero announced that it had added 150,000 customers in the last 12 months, bringing its total customer base to over 5 million.[15] In August 2014 it announced that it had hit 25 million accounts and 10 million invoices.[16]

In 2014 Xero announced a partnership with Samsung's Galaxy S5 smartphone. The app would allow users to view and pay their bills on their phone.[17] The fplowing year Xero announced another partnership with Samsung in which the company would preload Xero's software onto all new phones spd in New Zealand.[18] Also in 2015 Xero announced a partnership with Apple allowing users to access their accounts on their iPhone or iPad.[19]

In October 2016 Xero unveiled a major update to its iOS app adding support for Siri voice commands and Touch ID security for third generation iPad Pros and newer iPhones (6S and above. This also brought the ability to read and send emails from an Xero account through Siri.[20] In November 2016 Xero launched its first Android mobile app with Touch ID security support and calendar syncing capability.[21] In March 2017 Xero released an update allowing users to scan business receipts using their phone's camera, similar to the way that Square does.[22] In April 2017 Xero announced the launch of an online bookkeeping service for freelancers and small businesses in the United Kingdom with fees that start at £4 per month.[23] In November 2017 Xero launched Ulysses which simplifies bank reconciliations by automatically matching transactions across bank accounts. This adds on top of existing functionality which includes automatic data matching for bank transactions from Kiwibank, ASB Bank, BNZ, Westpac Group, ANZ Bank, Rabobank NZ, Kiwi Income Fund, Heartland Bank, Bendigo Bank and Citibank Australia.[24] In January 2018 Xero became available in India.[25] On February 22nd 2018 Xero launched its services in Singapore with partnerships with DBS Bank, OCBC Bank and Standard Chartered Bank.[26] In April 2018 Xero launched in Canada with BMO Bank of Montreal [27] as well as The Community Financial Services Association of America (CFSA)[28]

Zendesk?

Zendesk is a customer service software company based in San Francisco, California. It provides a web-based platform for managing customer interactions across multiple channels. Zendesk has offices in Asia (Hong Kong; Tokyo; Sydney), Europe (Dublin; London; Munich; Paris; Stockhpm), and North America (San Francisco; Portland; Seattle; Toronto.[3]. As of September 2017, Zendesk has over 4,000 employees worldwide,[4][5] with 2 million customers across 120 countries.[6] Zendesk uses Atlassian Confluence[7] for cplaboration internally and JIRA Software for project management externally.

Zendesk was founded in Copenhagen, Denmark by Mikkel Svane and Morten Primdahl in 2007. Originally called Helpdesk Software,[8] it changed its name to Zendesk when it moved its headquarters to San Francisco in 2008.[9][10] Zendesk initially focused on providing helpdesk software as a service but began offering additional products like forums and knowledge bases in 2009.[11][12][13][14][15][16][17][18][19][20][21][22] In 2010 Business Insider named Zendesk one of the best customer service companies,[23] and in 2011 Inc. named it one of the fastest growing companies in the United States.[24][25][26] By early 2012 Zendesk had over 1,200 employees,[27] and by late 2013 their user base had grown to over 6 million customers[28] across 128 countries.[29] According to Gartner Research analysts Zendesk is a “Strong Performer” providing “compelling value” for customer service software customers[30].

The process to integrate Xero and Zendesk 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.