Zenler + Xero Integration

Integrate Zenler to Xero in one click, or tell Integrately AI how you want each course enrollment handled. Enroll users, generate sales invoices, update your accounting records, and track revenue automatically.

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1.
  • Zenler
    Course is added in Zenler
  • Zenler
    User enrolled to a course in Zenler Instant
  • Zenler
    Course is completed in Zenler Instant
  • Zenler
    User is added in Zenler
  • Zenler
    Subscriber is created in funnel in Zenler
  • Zenler
    Lesson is completed in Zenler Instant
  • Zenler
    Funnel is added in Zenler
  • Xero
    Contact is created/updated in Xero
  • Xero
    Contact (supplier) in Xero
  • Xero
    Sales Invoice is created/updated in Xero
  • Xero
    Expense claim receipt is created/updated in Xero
  • Xero
    Payment is created/updated in Xero
  • Xero
    Quote is created/updated in Xero
  • Xero
    Account is created/updated in Xero
  • Xero
    Item is created/updated in Xero
  • Xero
    Purchase Order is created/updated in Xero
  • Xero
    Bill is created/updated in Xero
  • Xero
    Bank Transfer is created in Xero
  • Xero
    Bank Transaction is created/updated in Xero
  • Xero
    User is created/updated in Xero
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2.
  • Zenler
    Unsubscribe from funnel in Zenler
  • Zenler
    Unenroll user from course in Zenler
  • Zenler
    Enroll user to a course in Zenler
  • Zenler
    Search course in Zenler
  • Zenler
    Add user in Zenler
  • Zenler
    Search user in Zenler
  • Zenler
    Update user in Zenler
  • Zenler
    Delete user in Zenler
  • Zenler
    Subscribe to funnel in Zenler
  • Xero
    Create task in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Create item code in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Create project in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Search item by name in Xero
  • Xero
    Create sales invoice in Xero
  • Xero
    Create sales invoice for existing contact in Xero
  • Xero
    Search sales invoice in Xero
  • Xero
    Get sales invoice by id in Xero
  • Xero
    Create contact in Xero
  • Xero
    Search contact by email address in Xero
  • Xero
    Search contact by name in Xero
  • Xero
    Update contact in Xero
  • Xero
    Search contact by account number in Xero
  • Xero
    Create payment in Xero
  • Xero
    Create quote in Xero
  • Xero
    Create bill in Xero
  • Xero
    Create purchase order in Xero
  • Xero
    Add items to existing sales invoice in Xero
  • Xero
    Send sales invoice by email in Xero
  • Xero
    Search item in Xero
  • Xero
    Create bank transfer in Xero
  • Xero
    Create credit note in Xero
  • Xero
    Create bank transaction in Xero
  • Xero
    Search account in Xero

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Ready Workflows Ready Workflows for Zenler + Xero Integration

Generate invoices, track payments, update financial records, and sync course revenue, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your Zenler + Xero flow

Sync course enrolments with marketing lists, payment gateways, and team channels to keep your entire business aligned. Pick a combination and activate it in one click.

Zenler
Xero
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
TeachableTeachable (4)
+
ZoomZoom (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
Z
X
M
Enroll a new user in Zenler, create a sales invoice in Xero, and add the subscriber to your Mailchimp audience.
New course enrolments instantly generate Xero invoices and add subscribers to Mailchimp, removing manual data entry.
Z
X
M
When a Zenler course is completed, update the invoice status in Xero and send a completion email via Mailchimp.
Course completions trigger financial updates in Xero and celebratory emails in Mailchimp without manual checks.
Z
X
M
If a Zenler subscriber is created in a funnel, create a contact in Xero and add them to Mailchimp.
Funnel subscribers instantly become Xero contacts and Mailchimp subscribers without manual copying.
Z
X
M
C
Use ChatGPT to summarise Zenler course feedback, log it in Xero, and update Mailchimp tags.
ChatGPT processes Zenler course feedback before updating Xero and sorting Mailchimp subscribers.

Supported triggers and actions for Zenler and Xero

Mix and match to build the exact automation you need

Zenler
Zenler Triggers & Actions
Course is added in Zenler
Triggers the automation when a new course is added
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Instant
User enrolled to a course in Zenler
Triggers the automation when a user is enrolled in a course
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Instant
Course is completed in Zenler
Triggers the automation when a user completes the particular course
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User is added in Zenler
Triggers the automation when a new user is added
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Subscriber is created in funnel in Zenler
Triggers the automation when a new subscriber is created in a funnel
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Instant
Lesson is completed in Zenler
Triggers the automation when a lesson is completed by the user
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Funnel is added in Zenler
Triggers the automation when a new funnel is created
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Unsubscribe from funnel in Zenler
Unsubscribes a user from a funnel
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Unenroll user from course in Zenler
Unenrolls a user from a course
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Enroll user to a course in Zenler
Adds user to a course
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Search course in Zenler
Browse and locate relevant courses based on search criteria
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Add user in Zenler
Adds a new user to the system
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Search user in Zenler
Searches for a user
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Update user in Zenler
Updates user information
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Delete user in Zenler
Removes a user from the system
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Subscribe to funnel in Zenler
Subscribes to a funnel
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Xero
Xero Triggers & Actions
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
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Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
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Sales Invoice is created/updated in Xero
Triggers the automation when a sales invoice is created or updated
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Expense claim receipt is created/updated in Xero
Triggers the automation when any expense claim receipt is created or updated
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Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
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Quote is created/updated in Xero
Triggers the automation when a quote is created or updated
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Account is created/updated in Xero
Triggers the automation when an account is created or updated
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Item is created/updated in Xero
Triggers the automation when an item is created or updated
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Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
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Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
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Bank Transfer is created in Xero
Triggers the automation when a bank transfer occurs
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Bank Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
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User is created/updated in Xero
Triggers the automation when a user is created or updated
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Create task in Xero
Creates a new task
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Add attachment to contact in Xero
Attach files or documents to contact profiles
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Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
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Create item code in Xero
Generates new unique item code
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Update invoice items in Xero
Updates the items in an invoice
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Create project in Xero
Creates a new project
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Get online invoice URL in Xero
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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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Search item by name in Xero
Locates and retrieves particular item information
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Create sales invoice in Xero
Generates a new sales invoice with pre-filled details
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Create sales invoice for existing contact in Xero
Generates a new sales invoice for an existing contact
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Search sales invoice in Xero
Searches for a sales invoice
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Get sales invoice by id in Xero
Retrieves a sales invoice using the unique invoice id
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Create contact in Xero
Adds a new contact to the database
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Search contact by email address in Xero
Finds and retrieves contact information using their email address
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Search contact by name in Xero
Finds information about a contact using the name
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Update contact in Xero
Updates contact information with new details
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Search contact by account number in Xero
Retrieves contact information based on the provided account number
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Create payment in Xero
Generates and process a payment transaction
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Create quote in Xero
Generates a new quote with pre-filled information
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Create bill in Xero
Generates a new bill for the customer
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Create purchase order in Xero
Generates a purchase order for approved requests
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Add items to existing sales invoice in Xero
Adds selected items to an existing sales invoice
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Send sales invoice by email in Xero
Sends a sales invoice by email
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Search item in Xero
Locates and retrieves particular item information
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Create bank transfer in Xero
Initiates a bank transfer
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Create credit note in Xero
Generates a credit note for returned items
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Create bank transaction in Xero
Generates a bank transaction
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Search account in Xero
Searches for account information
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What can you automate with Zenler + Xero?

Streamline your online school operations by connecting student enrolments directly to your accounting workflows.

What you can automate?
๐Ÿงพ
Create Xero invoices from course enrolments
Automatically generate a sales invoice in Xero the moment a user enrolls in a course on Zenler. Eliminate manual bookkeeping and keep your revenue records up to date.
๐Ÿ“‹
Capture every submitted custom field
Map all registration questions and custom student details from Zenler funnels directly into Xero contact fields. Ensure your accounting records contain complete customer profiles.
๐Ÿ””
Alert your team instantly on Slack
Send instant notifications to your finance or sales channel whenever a new student completes a purchase or finishes a course. Keep your entire team informed in real time.
๐Ÿ”€
Route records based on course tier
Apply conditional logic to send VIP course enrollees to specialized tracking categories in Xero while standard students go to your general ledger. Automate complex billing workflows effortlessly.
๐Ÿ”„
Keep financial records updated automatically
Update invoice statuses, payment records, and contact details in Xero whenever student accounts change in Zenler. Eliminate manual data maintenance across your tech stack.
๐Ÿ”
Search and update existing contacts
Automatically search for existing contacts in Xero by email address before creating new profiles, preventing duplicate entries and keeping your database clean.
๐Ÿ’ณ
Handle course refunds and credit notes
When a student is unenrolled from a course in Zenler, automatically trigger a credit note or refund record in Xero. Keep your financial reporting accurate and audit-ready.
๐Ÿ“ˆ
Extend workflows to Google Sheets
Push course completion data and Xero invoice summaries into Google Sheets for custom analytics and stakeholder reporting. Build a comprehensive reporting pipeline in minutes.
And much more...

Who is Zenler + Xero integration for?

Online course creators, educators, and finance teams eliminate manual data entry between learning management systems and accounting software.

Financial directors
Financial directors
Customer support leads
Customer support leads
Agency account managers
Agency account managers
High-volume course creators
High-volume course creators
Sales development reps
Sales development reps
Operations coordinators
Operations coordinators
๐Ÿ“ˆ
Financial directors
You review course revenue reports and tax filings, but your accounting sheets only update when someone manually exports payment data, so your ledger totals are always a few days behind โ€” with this integration, every new course enrolment generates a sales invoice instantly and your financials stay accurate.
โšก
Customer support leads
You need to act fast when student payment issues arise, but you find out too late because billing notifications are buried in separate systems โ€” automations like this mean every billing update triggers immediate alerts and your team resolves customer tickets without delay.
๐Ÿค
Agency account managers
You answer to corporate clients who want to see student onboarding progress and revenue metrics in real time, but manual status reporting slows you down โ€” connecting these apps means every student milestone updates your tracking sheets instantly and your client reports are always ready.
๐Ÿ“ˆ
High-volume course creators
The enrolment volume during peak launch weeks is too high for anyone to keep up by hand, leading to missed invoices and untracked student accounts โ€” this integration means every new course registration is logged in your accounting books automatically and your records remain spotless.
๐Ÿ”„
Sales development reps
You own the onboarding follow-up call and depend on someone upstream to hand over paid student details before you can reach out โ€” automating both apps means contact records are created in your accounting and CRM systems the second registration occurs and your outreach begins on time.
๐Ÿ—‚๏ธ
Operations coordinators
You need a reliable history of student purchases and course completions, but you keep finding gaps in your records caused by skipped manual entries โ€” with this integration, every transaction and course completion syncs to your database seamlessly so your audit trail is never missing data.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Zenler + Xero

Build and manage your Zenler + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Zenler + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Zenler to Xero?
Frequently Asked Questions
You can connect Zenler to Xero in just 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking Zenler and Xero with Mailchimp, Stripe, and Slack.
Can I automatically create Xero invoices when students enroll in Zenler?
Frequently Asked Questions
Can I connect Zenler, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Zenler and Xero?
Frequently Asked Questions
How does Zenler handle course completion data in this integration?
Frequently Asked Questions
Can Xero invoice data update automatically when user details change in Zenler?
Frequently Asked Questions
Do I need coding skills to automate Zenler and Xero?
Frequently Asked Questions
Is the Zenler and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Zenler or Xero With 1500+ Other Apps

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