Xero
Zoho Invoice
integromat

An automated workflow using integromat

Connects Xero + Zoho Invoice

Create Zoho Invoices from Xero invoices

About this workflow template

This automation scenario allows you to connect Xero and Zoho Invoice

It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Xero and Zoho Invoice can also be integrated using automation tools other than integromat:

Diagram

Create Zoho Invoices from Xero invoices
Workflow diagram: Xero + Zoho Invoice integration

How it works?

When this trigger fires in Xero

Xero

Watch Invoices in Xero

Triggers when an invoice is added or updated.

Then this action happens in Zoho Invoice

Zoho Invoice

Create an Invoice in Zoho Invoice

Creates an invoice for your customer.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Zoho Invoices from Xero invoices.

Part I

Configure Applications

First, we need to connect Xero and Zoho Invoice to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Xero to Make.com.

    Connect Xero to Make.com.

    Give Make.com access to your Xero account, using Xero credentials.

  • Connect Zoho Invoice to Make.com.

    Connect Zoho Invoice to Make.com.

    Give Make.com access to your Zoho Invoice account, using Zoho Invoice credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.

  • Set up a Trigger action for Xero

    Set up a Trigger action for Xero

    Choose the following trigger: Watch Invoices (Triggers when an invoice is added or updated.).

  • Then set up an Action for Zoho Invoice

    Then set up an Action for Zoho Invoice

    Choose this action: Create an Invoice (Creates an invoice for your customer.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Xero and Zoho Invoice.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create Zoho Invoices from Xero invoices!

Supported triggers and actions

  • Xero

    New sales invoice (legacy)

    Triggers when you add a new sales invoice. (Accounts Receivable).

    zapier
    triggerbyzapier
  • Xero

    New contact

    Triggers when you add a new contact.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Xero

    New contact (legacy)

    Triggers when you add a new contact.

    zapier
    triggerbyzapier
  • Xero

    New payment

    Triggers when you receive a new payment.

    zapierautomateioalbato
    triggerbyzapierautomateioalbato
  • Xero

    New bill

    Triggers when you add a new bill. (Accounts Payable).

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Xero

    New quote

    Triggers when a new quote is created.

    zapieralbato
    triggerbyzapieralbato
  • Zoho Invoice

    Create an invoice

    Creates an invoice for your customer.

    integromat
    actionbyintegromat
  • Zoho Invoice

    Create new invoice

    Create a New Invoice

    zapier
    actionbyzapier
  • Zoho Invoice

    Create new contact

    Creates a new contact.

    zapier
    actionbyzapier
  • Zoho Invoice

    Get an invoice

    Gets the details of an invoice.

    integromat
    actionbyintegromat
  • Zoho Invoice

    Create a contact

    Creates a contact with given information.

    integromat
    actionbyintegromat
  • Zoho Invoice

    Get a contact

    Get details of a contact.

    integromat
    actionbyintegromat

Apps you need

Xero

Xero

Accounting

Online accounting software for expenses tracking, invoices, and bookkeeping

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.