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CloudTalk + Xero Integrations

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

About CloudTalk

CloudTalk help modern sales and customer service teams provide better phone support and close more deals.

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.

Xero Integrations

Best CloudTalk and Xero Integrations

  • CloudTalk Asana

    CloudTalk + Asana

    Create Asana tasks for missed CloudTalk Calls Read More...
    When this happens...
    CloudTalk New Call
     
    Then do this...
    Asana Create Task
    Asana is an app for project management. By using this Appy Pie Connect automation, you can create Asana tasks to CloudTalk calls you missed. After setting this integration, Appy pie Connect will create Asana tasks when CloudTalk missed calls are detected. This is useful if you want to make sure those notifications get followed up on.
    How This Integration Works
    • A new missed call in detected in CloudTalk
    • Appy Pie Connect creates a task in Asana
    What You Need
    • CloudTalk account
    • Asana account
  • CloudTalk Slack

    CloudTalk + Slack

    Send Slack messages when CloudTalk calls are missed Read More...
    When this happens...
    CloudTalk New Call
     
    Then do this...
    Slack Send Channel Message
    Do you ever miss out on a CloudTalk call because you are not at your desk? Appy Pie Connect can make sure you never miss out again! With this integration, as soon as someone on your CloudTalk team misses a call Appy Pie Connect will send a Slack message to let them know. All they have to do is click the message and join the call from their computer or smartphone.
    How This CloudTalk-Slack Integration Works
    • When you missed a call in CloudTalk
    • Appy Pie Connect sends a channel message in Slack
    What You Need
    • CloudTalk account
    • Slack account
  • CloudTalk Gmail

    Xero + Gmail

    Send Gmail emails whenever new payments are received in Xero Read More...
    When this happens...
    CloudTalk New Payment
     
    Then do this...
    Gmail Send Email
    Xero is one of the most valuable accounting software that help you manage your finances while saving you time and money. Sometimes you need to share some of the critical information on it to people who don’t have access to the software. Once active, this integration will automatically send Gmail emails to the selected recipients whenever new payments are received in Xero. Don’t wait, just sign up for Appy Pie Connect and start connecting your Xero and Gmail now!
    How this Xero - Gmail integration works
    • A new payment is received in Xero
    • Appy Pie Connect sends a Gmail email with details from the payment
    What You Need
    • A Xero account
    • A Gmail account
  • CloudTalk Slack

    Xero + Slack

    Post a message in Slack for every new invoice on Xero Read More...
    When this happens...
    CloudTalk New Sales Invoice
     
    Then do this...
    Slack Send Channel Message

    If you need to keep your team informed about new invoices on Xero, then this integration is great for you. With this Xero – Slack integration, whenever a new invoice is created in Xero, we’ll send all related information to a chosen Slack channel without any manual effort from your end. To set up this integration, you'll just need to add channel names (single or multiple).

    Note: This automation will not share already existing Xero invoices to Slack, only new ones after you've set it up.

    How this Xero – Slack integration Works
    • A new invoice is created in Xero
    • Appy Pie Connect automatically sends it to a chosen Slack channel
    What You Need
    • A Xero account
    • A Slack account
  • CloudTalk Xero

    Paypal + Xero

    Create a Xero invoice for every PayPal sale Read More...
    When this happens...
    CloudTalk Successful Sale
     
    Then do this...
    Xero Create Sales Invoice

    Connect Xero with PayPal and make your payment tracking process more efficient. Fast, convenient and easy to use, our automation platform allows you to set up this integration without any programming skills. After setting this integration up, Appy Pie Connect will capture every new sale from PayPal and will pass on the information to Xero where an invoice will be automatically created.

    Note: This integration will not create invoices from existing PayPal sales, but will create invoices only for the new orders after this integration has been setup.

    How this PayPal-Xero integration works
    • A new sale is made on PayPal
    • Appy Pie Connect creates a new Xero invoice from the sale
    What You Need
    • A PayPal account
    • A Xero account
  • CloudTalk Xero

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    {{item.message}} Read More...
    When this happens...
    CloudTalk {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect CloudTalk + Xero in easier way

It's easy to connect CloudTalk + Xero without coding knowledge. Start creating your own business flow.

    Triggers
  • New Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

  • 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)

    Actions
  • Create Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

  • 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.

How CloudTalk & Xero Integrations Work

  1. Step 1: Choose CloudTalk as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate CloudTalk with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Xero as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Xero with Appy Pie Connect.

    (2 minutes)

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