Connect Xero and Zoho Desk integrations
Connect Xero and Zoho Desk with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Xero and Zoho Desk to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a bank transaction is added or updated.
Triggers when a new bank transfer is created.
Triggers when a contact is created or updated.
Triggers when a credit note is added or updated.
Triggers when employee leave is approved.
Triggers when a new event is created.
Triggers when an invoice is added or updated.
Triggers when a new item is created.
Triggers when a manual journal is created or updated.
Triggers when a payment is created or updated.
Triggers when an order is added or updated.
Triggers when a quote is created.
Adds a comment to an object based on id for a particular module (tasks, tickets).
Closes one or more tickets by specifying the ticket ID(s) in a list.
Creates an object based on a selected module (ex: create an account, create a contact, create a ticket ...).
Deletes a specified object based on id from a selected module (ex: delete an account, delete a contact, delete a ticket ...).
Sets or unsets contacts/tickets as spam by specifying their ids into a list.
Returns only one object that has a specified id from a selected module (ex: a task, a ticket, an account ...).
Performs an arbitrary authorized API call.
Updates a specific object based on id from a selected data (ex: update an account, update a ticket, update a contact ...).
Returns a list that contains multiple objects from a selected module (multiple accounts, multiple contacts, multiple tickets ...).
Returns multiple objects based on a search criteria from a selected module(ex: accounts where account name contains 'Joe', tickets where subject contains 'Hello', contacts where email contains domain '@gmail.com' ...).
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Create custom Xero and Zoho Desk workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a comment to an object based on id for a particular module (tasks, tickets).
Adds a contact to a specified contact group.
Archives a contact with a given ID.
Closes one or more tickets by specifying the ticket ID(s) in a list.
Creates a new bank transaction.
Transfers a specified amount from one account to another.
Creates a new batch payment.
Creates a new contact.
Creates a contact group.
Popular Xero and Zoho Desk workflows.
Looking to get more out of Xero and Zoho Desk? With Make you can visually integrate Xero and Zoho Desk into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Filter rows in Google Sheets and create invoices in Xero for specific contacts
Automatically filter rows in Google Sheets and generate Xero invoices for specific contacts, streamlining your invoicing process with precise data management.
TRY IT ->Send data from Xero to a custom webhook and respond with a webhook reply
Automatically send data from Xero to a custom webhook and receive a response. Streamline your workflow with Xero and custom webhook integration.
TRY IT ->Follow up on overdue Xero invoices
Efficiently manage overdue Xero invoices with automated Gmail communication. Streamline your financial tracking, improve payment collection, and enhance email reminders for outstanding balances, ensuring timely payments and better cash flow management.
TRY IT ->Create new invoices in Xero from new deals in Pipedrive
This template regularly checks for new deals entering a specific stage in Pipedrive and uses the retrieved information to create a new invoices in Xero. Your Pipedrive deal needs to have products associated with it. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
TRY IT ->Add new PHP Point of Sale sales to Xero
Every time a new sale is created in PHP Point of Sale, Make will automatically create a new order in Xero.
TRY IT ->Create new contacts in Xero from new organizations in Pipedrive CRM
This template regularly checks for new organizations in Pipedrive CRM and uses the retrieved information to create a new contacts in Xero. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
TRY IT ->Create new contacts in Xero from new persons in Pipedrive CRM
This template regularly checks for new persons in Pipedrive CRM and uses the retrieved information to create a new contacts in Xero. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
TRY IT ->Create new Cloze customers from new Xero contacts
Every time a new contact is created in Xero, Make will automatically create a new customer in Cloze.
TRY IT ->Create recurring Zoho Desk tickets from Airtable
Use this template to automatically create recurring Zoho Desk tickets from Airtable. It can create tickets that are supposed to be created every day, week, or month. The template works with the following [Airtable base](https://airtable.com/shrXILK6K5IS4wLxe). For the weekly tickets, enter the name of the day (i.e. Monday, or Wednesday) the ticket should be created on to the 'Day' field. For the monthly ticket, enter the day of the month without the leading zero (i.e. 3, or 16). You can get Department, Contact (i.e. Customer), and Agent (i.e. Assignee) ID in your Zoho Desk account after clicking on the particular Department, Customer, and Agent in the respective menu (Customers menu is visible at the top of your Zoho Desk page, for Department and Agent menu you have to click on the cogwheel in the upper-right corner of the page). The ID is a 17-digit number at the end of the URL.
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