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.
Categories
Xero and Zoho Invoice can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Xero
Watch Invoices in Xero
Triggers when an invoice is added or updated.
Then this action happens in 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 if you don't have one.
Connect Xero to Make.com.
Give Make.com access to your Xero account, using Xero credentials.
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
Choose the following trigger: Watch Invoices (Triggers when an invoice is added or updated.).
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
Configure the data that is exchanged between Xero and Zoho Invoice.
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!
Related Automation Templates
Supported triggers and actions
New sales invoice
Triggers when you add a new sales invoice. (Accounts Receivable).
triggerbyzapierautomateiopabbly-connectNew contact
Triggers when you add a new contact.
triggerbyzapierpabbly-connectalbatoNew contact (legacy)
Triggers when you add a new contact.
triggerbyzapierNew payment
Triggers when you receive a new payment.
triggerbyzapierautomateioNew bill
Triggers when you add a new bill. (Accounts Payable).
triggerbyzapierautomateiopabbly-connectNew quote
Triggers when a new quote is created.
triggerbyzapier
Create an invoice
Creates an invoice for your customer.
actionbyintegromatCreate new invoice
Create New Invoice
actionbyzapierCreate new contact
Creates a new contact.
actionbyzapierGet an invoice
Gets the details of an invoice.
actionbyintegromatCreate a contact
Creates a contact with given information.
actionbyintegromatGet a contact
Get details of a contact.
actionbyintegromat
Apps you need
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.
