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Connect Xero Accounting to Zendesk

Automate workflows and sync data between Xero Accounting and Zendesk with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Xero Accounting & Zendesk?

Intelligent Automation Workflows

Leverage 4 available triggers from Xero Accounting to execute 24 targeted actions in Zendesk automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Xero Accounting and Zendesk perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Xero Accounting and Zendesk for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Xero Accounting logo

Xero Accounting

Triggers (4)

New or Updated Contact

Emit new notifications when you create a new or update existing contact

polling
New or updated invoice

Emit new notifications when you create a new or update existing invoice

polling
New or Updated Quote

Emit new event each time a quote is added or updated. See the documentation

polling
Webhook Event Received (Instant)

Emit new event for each incoming webhook notification. To create a Xero Webhook, please follow the instructions here.

webhook

Actions (24)

Add Items to Existing Sales Invoice

Adds line items to an existing sales invoice. See the docs here

Bank Statements Report

Gets bank statements for the specified bank account.

Create Bank Transaction

Create a new bank transaction See the documentation

Create Bill

Creates a new bill (Accounts Payable)See the docs here

Create Credit Note

Creates a new credit note.

Create Employee

Creates a new employee.

Create History Note

Creates a new note adding it to a document.

Create Item

Creates a new item.

Create or update contact

Creates a new contact or updates a contact if a contact already exists. See the docs here

Create or Update Contact

Creates a new contact or updates if the contact exists.

Create Payment

Creates a new payment

Create Purchase Bill

Creates a new purchase bill.

Create Sales Invoice

Creates a new sales invoice. See the documentation

Create tracking category

Create a new tracking category See the documentation.

Delete tracking category

Delete a tracking category by ID See the documentation.

Delete tracking category option

Delete a tracking category option by ID See the documentation.

Download Invoice

Downloads an invoice as pdf file. File will be placed at the action's associated workflow temporary folder.

Email an Invoice

Triggers the email of a sales invoice out of Xero.

Find contact. Optionally, create one if none are found

Finds a contact by name or account number. Optionally, create one if none are found. See the docs here

Find Invoice

Finds an invoice by number or reference.See the docs here

Find or Create Contact

Finds a contact by name or email address. Optionally, create one if none are found. See the docs here

Get Bank Summary

Gets the balances and cash movements for each bank account.

Get Contact

Gets details of a contact.

Get History of Changes

Gets the history of changes to a single existing document.

Zendesk logo

Zendesk

Triggers (10)

Locale Updated

Emit new event when a locale has been updated

polling
New Side Conversation

Emit new event when a side conversation is created on a ticket. See the documentation

polling
New Side Conversation Reply

Emit new event when a reply is added to an existing side conversation on a ticket. See the documentation

polling
New Ticket (Instant)

Emit new event when a ticket is created

webhook
New Ticket Added to View (Instant)

Emit new event when a ticket is added to the specified view

webhook
New Ticket Comment Added (Instant)

Emit new event when a ticket comment has been added

webhook
Ticket Closed (Instant)

Emit new event when a ticket has changed to closed status

webhook
Ticket Pending (Instant)

Emit new event when a ticket has changed to pending status

webhook
Ticket Solved (Instant)

Emit new event when a ticket has changed to solved status

webhook
Ticket Updated (Instant)

Emit new event when a ticket has been updated

webhook

Actions (24)

Add Ticket Tags

Add tags to a ticket (appends to existing tags). See the documentation.

Create Ticket

Creates a ticket. See the documentation.

Delete Ticket

Deletes a ticket. See the documentation.

Get Article

Retrieves an article by its ID. See the documentation.

Get Macro

Retrieves a macro by its ID. See the documentation.

Get Side Conversation

Retrieve a single Zendesk side conversation by ID (UUID, e.g. 8566255a-ece5-11e8-857d-493066fa7b17). Use **List Side Conversations** to discover IDs for a given ticket. Set includeEvents to true to sideload the conversation's events (creation, replies, state changes). See the documentation.

Get Ticket Info

Retrieves information about a specific ticket. See the documentation.

Get User Info

Retrieves information about a specific user. See the documentation.

List Active Macros

Lists all active shared and personal macros available to the current user. See the documentation.

List Articles

Retrieves a list of articles. See the documentation.

List Fields Options

Retrieves available options for the Fields field.

List Locales

Retrieves all locales. See the documentation.

List Macro Category Options

Retrieves available options for the Macro Category field.

List Macros

Retrieves all macros. See the documentation.

List Side Conversations

Retrieve all side conversations on a Zendesk ticket. Side conversations are collaboration threads attached to a ticket (email, Slack, Microsoft Teams, or linked child tickets). Use **Get Side Conversation** to fetch a single side conversation by ID. Set includeEvents to true to sideload each conversation's events (creation, replies, state changes). See the documentation.

List Ticket Comments

Retrieves all comments for a specific ticket. See the documentation.

List Tickets

Retrieves a list of tickets. See the documentation.

Remove Ticket Tags

Remove specific tags from a ticket. See the documentation.

Search Articles

Searches Help Center articles. See the documentation.

Search Community Posts

Searches Help Center community posts. See the documentation.

Search Help Center

Searches across knowledge base articles, community posts, and external records using the Zendesk unified Guide search. See the documentation.

Search Macros

Search for macros by name. See the documentation.

Search Tickets

Searches for tickets using Zendesk's search API. See the documentation.

Set Custom Ticket Fields

Sets one or more custom field values on a ticket. See the documentation.

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Xero Accounting trigger → Create/Update in Zendesk

Most Popular
Xero AccountingXero Accounting

New or Updated Contact

ZendeskZendesk

Add Ticket Tags

When Zendesk trigger → Update Xero Accounting

Bi-directional
ZendeskZendesk

Locale Updated

Xero AccountingXero Accounting

Add Items to Existing Sales Invoice

How It Works

1

Connect Apps

Authenticate your Xero Accounting and Zendesk accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Xero Accounting and Zendesk with 14 public triggers available for instant updates.

Automated Actions

Execute 48 public actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Xero Accounting and Zendesk in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Xero Accounting and Zendesk with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Zendesk logoXero Accounting logo

Reverse Integration Available

Also connect Zendesk to Xero Accounting for bidirectional automation

View Integration
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All Xero Accounting Integrations

Explore all available Xero Accounting connections

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All Zendesk Integrations

Explore all available Zendesk connections

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