Integrate Xero with Zoho Cliq
Send information between Xero and Zoho Cliq automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Xero and Zoho Cliq using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Credit note created
Triggers when a new credit note is created
Invoice created
Triggers when a new invoice is created
Quote created or updated
Triggers when a new quote is created or details of an existing quote are updated
Invoice created or updated
Triggers when a new sales invoice or purchase bill is created or details of an existing one are updated
Payment created or updated
Triggers when a new payment is created or details of an existing payment are updated
Purchase order created
Triggers when a new purchase order is created
Contact created or updated
Triggers when a new contact is created or details of an existing contact are updated
Bank transaction created or updated
Triggers when a new transaction is created or details of an existing transaction are updated
Purchase order created or updated
Triggers when a new purchase order is created or details of an existing purchase order are updated
Payment created
Triggers when a new payment is created
Product created or updated
Triggers when a new product is created or an existing one is updated
Bank transaction created
Triggers when a new bank transaction is created
Credit note created or updated
Triggers when a new credit note is created or details of an existing credit note are updated
Product created
Triggers when a new product is created
Contact created
Triggers when a new contact is created
Quote created
Triggers when a new quote is created
New channel added
Triggers when a new channel is created in your organization
All Actions - Actions are the automated tasks
Create or update invoice
Create a new invoice or update an existing one using the invoice number
Create bank transaction
Creates a new bank transaction
Create or update quote
Create a new quote or update an existing one using the quote number
Create project
Creates a new project
Create or update contact
Creates a new contact or updates the details of an existing account
Email invoice
Triggers when you send an approved Xero invoice to your customer via email
Create or update purchase order
Create a new purchase order or update an existing one using the purchase order number
Create or update credit note
Creates a new credit note or update an existing credit note using credit note number
Allocate credit note to invoice
Applies a credit note to an invoice to reduce its outstanding balance
Create or update product
Creates a new product or update an existing one using the product item code
Update invoice
Updates the details of an invoice
Update quote
Updates the details of a quote
Update product
Updates the details of an existing product
Update purchase order
Updates the details of a purchase order
Update contact
Updates the details of an existing contact
Fetch quote
Fetches the details of an existing quote
Fetch bank transaction
Fetches the details of a bank transaction
Fetch purchase order
Fetches the details of an existing purchase order
Fetch account
Fetches the details of an existing account
Fetch project
Fetches the details of an existing project
Fetch contact
Fetches the details of an existing contact
Fetch bank account
Fetches the details of an existing bank account
Fetch invoice
Fetches the details of an existing invoice
Fetch product
Fetches the details of an existing product
Add channel member
Adds a new channel member
Add user status
Adds the specified status to an existing user
Pin message
Pin an existing message in a conversation using message ID
Message to bot
Sends a message to the selected bot
Invite user
Sends an invitation email to the specified email address
Message as bot to user
Posts a message as a bot to the specified user
Post card to channel
Posts a card to the specified channel
Message as bot on channel
Message as a bot on the specified channel
Add bot in a channel
Adds a bot to the selected channel
Message in channel
Posts a message in a channel
Delete channel
Deletes the selected channel
Create thread
Creates a new thread using message ID
Create channel
Creates a new channel
Message user
Sends a message to the specified user
Post card to chat
Posts a card to the specified chat
Message as bot
Posts message as the specified bot in the selected chat or channel
Update channel member role
Updates the role of a channel member
Unarchive channel
Unarchives the selected channel
Update user
Updates the details of an existing user
Archive channel
Archives the selected channel
Update channel
Updates the details of an existing channel
Fetch team
Fetches the details of an existing team by name
Fetch user by search term
Fetches an existing user by name or email address
Fetch channel
Fetches the details of an existing channel by name
Fetch user by email or ZUID
Fetches an existing user by email or ZUID
Remove channel member
Removes the specified member from the selected channel
What is Xero?
Xero is a cloud-native accounting application built to support the financial operations of small and medium-sized enterprises (SMEs). It offers a centralized platform for managing real-time financial data, automating accounting processes, and integrating seamlessly with third-party business tools.
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What is Zoho Cliq?
Zoho Cliq is business communication software for team chat and collaboration. You can share files, create events, and make unlimited audio and video calls with absolute privacy.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Sales Director, Artico
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Toto
Technical Engineer, Master Liveaboards
