Creating deal invoices using the Xero integration

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2 Comments

  • mark hopkins

    Can it create quotes as well?

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  • Laura Hippert

    Hi Mark! While our default integration (built into Zendesk Sell) is solely for creating invoices for Deals, we do integrate with Zapier Zaps. Using Zapier you can create many integrations that will connect different applications (like Sell and Xero) based on the criteria that you set up. To learn more about this integration you can visit the Zapier site:

    https://zapier.com/apps/zendesk-sell/integrations/xero

    While I'm not seeing an option to specifically create quotes, I do see the ability to create a credit note, bill, sales invoice, payment, or purchase order. I hope that helps!

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