Overview
Zoho Flow is an integration platform that lets Xero users integrate thousands of cloud and on-premise applications to automate their workflows. It can help them seamlessly connect third-party apps with each other as well as with apps that are part of the Zoho ecosystem.
Zoho Flow has a dynamic drag-and-drop workflow builder that helps you build workflows that involve steps and branches using logic elements and custom functions. They can also trigger automated workflows from multiple sources that include webhooks, emails, schedules, and RSS Feeds using Zoho Flow. With all these features and more, Zoho Flow helps users streamline repetitive tasks, ensure data synchronization, and improve team productivity.
Features
- Thousands of apps - More than 1000 applications to integrate and 25,000+ ready-to-automate workflow templates.
- Workflow builder - A dynamic drag and drop workflow builder with powerful logic elements like delays, decisions, schedules, sub-flows, and webhook actions.
- Logic elements - Custom functions to add your own scripts to your workflows
- Multiple triggers - Trigger workflows from various sources, including apps, schedules, emails, and URL feeds.
- Webhooks - Receive and send data to apps with the help of webhooks.
- On-premise integrations - On-premise integrations to bridge the gap between your cloud and local apps.
- Monitoring and troubleshooting - Auto re-run, version control, and flow history to monitor, troubleshoot, and analyse and fix failed workflows easily.
- Access control - Access permission control and user-defined roles to collaborate efficiently with other team members.
Zoho Flow + Xero
Zoho Flow’s Xero integration lets you build seamless, end-to-end workflows between your accounting platform and your business apps, without writing code. Whether you want to sync records, automate approvals, or keep teams aligned in real time, you can do it all using Zoho Flow. With over a dozen supported triggers and actions, Zoho Flow lets you build customized workflows that connect Xero with the rest of your apps. For example, when a new invoice is created in Xero, you can notify your team instantly; or when a new form is submitted in another app, you can create a matching purchase order in Xero. Similarly, you can also send data back into Xero—for example, adding a new project when a deal is closed or generating a purchase order when a form is submitted. Here are a few common ways businesses use this integration:
- Create an invoices when a customer places an order in your ecommerce store.
- Sync contact updates between Xero and your CRM.
- Generate a new quote in Xero when an online form is submitted. To bring more logic and customization into your workflows, Zoho Flow offers built-in tools like conditions, delays, and custom functions. These features help you fine-tune every step of your automation, so you can connect Xero with any app in your ecosystem and keep your accounting processes running smoothly.
Getting started
Getting started with Xero in Zoho Flow is quick and straightforward. Once your account is connected, you can build automated workflows that match your business processes—whether that means starting a flow when something happens in Xero or using another app to trigger actions in Xero. Xero can be used in two ways:
- As a trigger to start a flow based on events in Xero
- As an action, where Xero performs tasks based on triggers from other apps This flexibility allows you to design workflows that suit your exact use case. Here’s how to get started:
Step 1: Create a new flow Go to your Zoho Flow dashboard and click Create Flow. Give your flow a name and description. Step 2: Choose the trigger Select the app that will start your flow.
- To use Xero as the trigger, search for Xero and choose the event you want, such as Invoice created or Payment updated.
- To use another app as the trigger, select that app and define the event—for example, a new form submission, a deal closure in your CRM, or a purchase in your online store.
Step 3: Connect your Xero account After selecting the trigger, you will be prompted to connect your Xero account. Click Connect, sign in to Xero, and click Allow to grant Zoho Flow access.
Step 4: Add actions and logic to your flow
After setting up the trigger, define what should happen next.
- If your trigger is another app, add Xero as an action and choose what you want to do, such as Create invoice, Create project, or Update contact.
- You can also bring in additional apps, like Salesforce, Slack, or Mailchimp, to build end-to-end workflows across teams and systems.
For example, when a deal is closed in Zoho CRM, you might want to create an invoice in Xero automatically. In that case, choose your primary app as the trigger, then add Xero as the action. To build more advanced flows, use logic elements like delays, decisions, or custom functions to fine-tune your automation and match your business needs.
Step 5: Test and activate Use the Test & Debug feature to test your flow with sample data and identify any issues. You'll get a clear view of how each step executes so you can troubleshoot easily. Once everything runs smoothly, activate the flow to put it into action.
