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Zoho Connect + Xero Integrations

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

About Zoho Connect

From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.

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 Zoho Connect and Xero Integrations

  • Zoho Connect Gmail

    Xero + Gmail

    Send Gmail emails whenever new payments are received in Xero Read More...
    When this happens...
    Zoho Connect 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
  • Zoho Connect Slack

    Xero + Slack

    Post a message in Slack for every new invoice on Xero Read More...
    When this happens...
    Zoho Connect 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
  • Zoho Connect Xero

    Paypal + Xero

    Create a Xero invoice for every PayPal sale Read More...
    When this happens...
    Zoho Connect 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
  • Zoho Connect Xero

    Paypal + Xero

    Implement new PayPal sales details to Xero invoices Read More...
    When this happens...
    Zoho Connect Successful Sale
     
    Then do this...
    Xero Create Payment
    Set up this PayPal - Xero integration and we will watch your PayPal account for you. Once this integration is live, Appy Pie Connect will capture every new sale from PayPal and will automatically pass on the information to the appropriate invoice on Xero. Set up this Connect and take the repetitive, manual tasks out of accounting work.
    How this PayPal-Xero integration works
    • A new sale is made on PayPal
    • Appy Pie Connect automatically applies the information onto a Xero invoice
    What You Need
    • A PayPal account
    • A Xero account
  • Zoho Connect Xero

    + Xero

    Create Xero invoices for new invoices on Zoho Invoice Read More...
    When this happens...
    Zoho Connect New Invoice
     
    Then do this...
    Xero Create Sales Invoice
    Tired of finding and moving new invoices from your Zoho Invoice to Xero? Don’t worry, this integration will help you eliminate all the manual work associated with the process. After setting this integration up, whenever a new invoice is created on Zoho Invoice, Appy Pie Connect will automatically create its counterpart on Xero, keeping all the information together for your future needs.
    How this Zoho Invoice – Xero integration Works
    • A new invoice is created on Zoho Invoice
    • Appy Pie Connect automatically creates corresponding invoice on Xero
    What You Need
    • A Zoho Invoice account
    • A Xero account
  • Zoho Connect Xero

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

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

    Triggers
  • New Event

    Triggers when a new event is added.

  • New Feed

    Triggers when a new status (Feed) is added.

  • New Group Member

    Triggers when new member is added to a group.

  • New Mention

    Triggers when you are mentioned in a status.

  • New Network Member

    Triggers when new member is added to a network.

  • New Task

    Triggers when a new task is added.

  • 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
  • Add Member to Group

    Adds user to a group (invite and add, if the user is not a member of the network).

  • Create Event

    Adds a new event in a specific group.

  • Create Feed

    Adds a new status (Feed) in a specific group.

  • Create Private Event

    Creates a private event.

  • Create Private Task

    Adds a private task.

  • Create Task in Board

    Adds a new task in a specific board.

  • Invite User to Network

    Sends an invite to the user to join your network.

  • 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 Zoho Connect & Xero Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Zoho Connect 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.

Integration of Zoho Connect and Xero

Zoho Connect?

Zoho is a leading provider of online business software. The company offers an array of software services, including CRM, accounting, ERP, cplaboration, as well as others. The largest feature Zoho has is its connectivity with other applications. For instance, if you use Google apps for your mail and calendar, you can link it to Zoho Connect. The integration allows data to flow from one application to the other. Zoho also has integration with popular accounting programs like QuickBooks and Sage 50. This means that regardless of what system you are using, you will be able to connect all your applications.

Xero?

Zoho has been in the industry for over 12 years. In 2009, the demand for accounting software was high and there were no affordable options on the market. That’s when the founder of Zoho, Sridhar Vembu, decided to create his own accounting software. Xero launched in New Zealand in June 2009 and expanded to Australia and North America in 2010. It was so successful that it reached more than 200 countries within 6 years.

Integration of Zoho Connect and Xero

Zoho Connect enables users to connect their accounts to any other application. Due to the integration between Zoho and Xero, accountants can keep their clients on autopilot while knowing exactly where their clients are at any given time. Accountants can also easily import clients from Xero into their CRM software. They can see the status of their clients’ finances and even assign tasks to them. This enables accountants to save time by not having to track their clients manually. Accountants can also export data from their CRM into Xero. This enables them to see an overview of all their clients’ financial information in one place.

There are two ways to integrate Zoho with Xero. manually and automatically. Automatically integrating Zoho with Xero invpves creating API keys for both the applications. The accountants need to go into their settings in Xero and click on “Connected Applications”. From there, they can see the API key they need for Zoho. The API key is a long string of numbers and letters that looks like this. “h7rvYzKRX3w846k”. Accountants can then enter their API key in the settings in Zoho under “Accounting”. The manual integration works the same way but requires accountants to enter the API keys instead of automatically connecting the two platforms.

Benefits of Integration of Zoho Connect and Xero

Accountants have a lot of benefits by integrating Zoho with Xero. Accountants can automate their processes by integrating Zoho with Xero. They can also monitor their accounts 24/7 through the integration of applications. Accountants can share information and updates with their clients instantly through email or text messages. Accountants can also gain access to client information when they need it most by transferring that information from their CRM directly into Xero without having the need to re-enter it again into a different platform.

The process to integrate Zoho Connect and Xero 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.