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Customize your Xero and Zendesk integration with the following
triggers and actions.
Triggers
When this happens…
Xero
- New/updated credit noteNew/updated credit note in Xero
- New/updated itemNew/updated item in Xero
- New/updated overpaymentNew/updated overpayment in Xero
- New/updated prepaymentNew/updated prepayment in Xero
- New/updated accountNew or updated account in Xero
- New/updated billNew/updated bill in Xero
- New/updated contactNew/updated contact in Xero
- New/updated employeeNew or updated employee in Xero
- New/updated invoiceNew/updated invoice in Xero
- New/updated paymentNew or updated payment in Xero
Any other trigger you can think up
Zendesk
- New organizationNew organization in Zendesk
- New ticketNew ticket in Zendesk
- New ticket Real-timeNew ticket in Zendesk
- New/updated records BatchTrigger processes batches of new or updated records
- New userNew user in Zendesk
- New/updated organizationNew/updated organization in Zendesk
- New/updated ticketNew/updated ticket in Zendesk
- New/updated ticket Real-timeNew/updated ticket in Zendesk
- New/updated userNew/updated user in Zendesk
Any other trigger you can think up
Actions
Do this…
Xero
- Custom actionCustom action in Xero (Custom)
- Upsert line item to bill or invoiceUpsert line item to bill/invoice in Xero
- Add person(s) to contactAdd person(s) to contact in Xero
- Create timesheet with 1 line itemCreate timesheet with a single line item in Xero
- Create bank transactionCreate bank transaction in Xero
- Create bill with 1 line itemCreate bill with a single line item in Xero
- Create bill with multiple line itemsCreate bill with multiple line items in Xero
- Create contactCreate contact in Xero
- Create credit note with line itemsCreate credit note with multiple line items in Xero
- Create employee (US)Create employee in Xero
- Create employee (AU)Create employee in Xero
- Create invoice with 1 line itemCreate invoice with a single line item in Xero
- Create invoice with line itemsCreate invoice with multiple line items in Xero
- Create itemCreate item in Xero
- Create manual journal with line itemsCreate manual journal with multiple line items in Xero
- Create overpaymentCreate overpayment in Xero
- Create invoice paymentCreate invoice payment in Xero
- Create prepaymentCreate prepayment in Xero
- Create purchase order with line itemsCreate purchase order with multiple line items in Xero
- Get contact detailsGet contact details inXero
- Get bill or invoice detailsGet bill/invoice by ID or number in Xero
- Get online invoice URLGet online invoice URL in Xero
- Get manual journal by IDGet manual journal by ID in Xero
- Get paymentGet payment in Xero
- Get purchase orderGet purchase order by ID in Xero
- List accounts BatchList accounts in Xero
- List connectionsList connections in Xero
- List currencies BatchList currencies in Xero
- List organisationsList organisations in Xero
- List tax rates BatchList tax rates in Xero
- Search accounts BatchSearch for accounts in Xero
- Search bank transactions BatchSearch for bank transactions in Xero
- Search contacts BatchSearch for a contact in Xero
- Search credit notes BatchSearch credit notes in Xero
- Search bills or invoices BatchSearch bills/invoices in Xero
- Search itemsSearch items in Xero
- Search manual journals BatchSearch for manual journals in Xero
- Search overpayments BatchSearch overpayments in Xero
- Search payments BatchSearch payments in Xero
- Search prepayments BatchSearch prepayments in Xero
- Search purchase orders BatchSearch purchase orders in Xero
- Upsert contactUpsert contact in Xero
- Update bill or invoice header detailsUpdate bill/invoice header details in Xero
- Update bill or invoice with line itemsUpdate bill/invoice with line items in Xero
- Update itemUpdate item in Xero
- Update manual journal and line itemsUpdate manual journal headers and line items in Xero
- Upload attachmentUpload attachment to a sales record
- Void paymentVoid payment in Xero
Any other action you can think up
Zendesk
- Custom actionCustom action in Zendesk (Custom)
- Create organization membershipCreate organization membership in Zendesk
- Bulk update ticketsBulk update tickets in Zendesk
- Create/update records BatchUpsert records in Zendesk
- Solve ticketSolve ticket in Zendesk
- Create custom object recordCreate custom object record in Zendesk
- Create organizationCreate organization in Zendesk
- Create relationship recordCreate relationship record in Zendesk
- Create ticketCreate ticket in Zendesk
- Upload attachmentUpload attachment to Zendesk
- Create userCreate user in Zendesk
- Delete custom object record by IDDelete custom object record in Zendesk
- Delete relationship record by IDDelete relationship record in Zendesk
- Delete ticketDelete ticket in Zendesk
- Get custom object record by IDGet custom object record in Zendesk
- Get organization details by IDGet organization details in Zendesk
- Get organizations by external IDs BatchGet organizations in Zendesk
- Get relationship record(s) BatchGet relationship record(s) in Zendesk
- Get ticket details by IDGet ticket details in Zendesk
- Get comments for ticket BatchGet comments for a ticket in Zendesk
- Get list of tickets by external IDs BatchGet list of tickets by external IDs in Zendesk
- Get user details by IDGet user details in Zendesk
- Get list of custom object records by external IDs BatchGet custom object records in Zendesk
- List user identities BatchGet user identity details in Zendesk
- Get group by nameGet group by name group in Zendesk
- Search organization member BatchSearch for a organization member in Zendesk
- Search organizations BatchSearch for organizations in Zendesk
- Search tickets BatchSearch for tickets in Zendesk
- Search users BatchSearch for users in Zendesk
- Update custom object recordUpdate custom object record in Zendesk
- Update organizationUpdate organization in Zendesk
- Update ticketUpdate ticket in Zendesk
- Update userUpdate user in Zendesk
Any other action you can think up
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