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:
When this trigger fires in Xero
Triggers when an invoice is added or updated.
Then this action happens in Zoho Invoice
Creates an invoice for your customer.
This guide contains information on how to set up an automatic workflow that allows to Create Zoho Invoices from Xero invoices.
Part I
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
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
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!
Triggers when you add a new sales invoice. (Accounts Receivable).
Triggers when you add a new contact.
Triggers when you add a new contact.
Triggers when you receive a new payment.
Triggers when you add a new bill. (Accounts Payable).
Triggers when a new quote is created.
Creates an invoice for your customer.
Create a New Invoice
Creates a new contact.
Gets the details of an invoice.
Creates a contact with given information.
Get details of a contact.
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.