Integrating Xero with ChargeDesk by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Xero and ChargeDesk
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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 ChargeDesk
ChargeDesk helps you manage your customer payments inside of your helpdesk. This integration helps you automate tasks such as exporting charge or customer data, automatically requesting payments and cancelling subscriptions.
Integrations for ChargeDeskIt's easy to connect Xero + ChargeDesk without coding knowledge. Start creating your own business flow.
- Triggers
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New BillTriggered when you add a new bill. (Accounts Payable)
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New Contact
Triggered when you add a new contact.
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New Payment
Triggered when you receive a new payment.
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New Quote
Triggered when a new quote is created.
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New Sales Invoice
Triggered when you add a new sales invoice. (Accounts Receivable)
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New purchase order
Triggered when a purchase order is created.
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Updated Contact
Triggered when you update an exiting contact.
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Updated Quote
Triggered when an exiting quote is updated.
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Updated Sales Invoice
Triggered when you update an exiting sales invoice. (Accounts Receivable)
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Updated purchase order
Triggered when an exiting purchase order is updated.
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Charge CreatedTriggers when a charge is created or imported.
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Charge Failed
Triggers when a charge fails.
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Charge Updated
Triggers when a charge is updated.
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Customer Created
Triggers when a new customer is created.
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Customer Updated
Triggers when a customer is updated.
- Actions
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Create Bank Transfer
Transfers money between two bank accounts.
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Create Bill
Creates a new bill (Accounts Payable).
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Create Credit Note
Creates a new credit note for a contact.
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Create New Quote Draft
Creates a new quote draft.
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Create Payment
Applies a payment to an invoice.
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Create Purchase Order
Creates a new purchase order for a contact.
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Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Create/Update Contact
Creates a new contact or updates a contact if a contact already exists.
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Create/Update Item (Product)
Creates a new item or updates a item if a product already exists.
How Xero & ChargeDesk Integrations Work
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Step 1: Choose Xero as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick ChargeDesk as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Xero to ChargeDesk.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.