ChargeDesk integration with Xero
How to Create Xero sales invoices for new ChargeDesk charges
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Xero sales invoices for new ChargeDesk charges" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate ChargeDesk integrations
ChargeDesk actions
Nekton can use any feature that is available in ChargeDesk API.
Using our advanced AI, you can easily create custom automations for ChargeDesk.
Here are some typical actions you can do in your automated workflows.
Request Payment
Requests a payment from a customer.
Find Customer
Find an existing customer.
Cancel Subscription
Cancels and active subscription
Find Charge
Find all matching charges.
Agent Log Created
Triggers when a new Agent Log is created.
Charge Created
Triggers when a new charge is created or imported.
About ChargeDesk
ChargeDesk helps you manage your customer payments inside of your helpdesk. This integration helps you automate tasks such as exporting charge or customer data, automatically requesting payments and cancelling subscriptions.