Trackdesk Xero

Trackdesk + Xero Integrations

Put Trackdesk + Xero to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Trackdesk and Xero below — describe the exact one you want above and the Agent builds it on demand.

Trackdesk + Xero Create financial entries or invoices in Xero for newly logged conversions in Trackdesk. See details
Report completed sales back to ad networks When a payment is received in Xero, automatically send an offline conversion event to Trackdesk to optimize your ad targeting. See details
Add paying customers to targeted ad audiences Whenever a new invoice is created in Xero, automatically add the customer contact to a custom customer audience in Trackdesk. See details
Create customer records from new ad leads When a prospective customer submits a lead form in Trackdesk, immediately sync their contact details into Xero so your finance team can prepare quotes. See details

Browse the full workflow library →

Looking to achieve something else with Trackdesk and Xero?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Trackdesk and Xero

Everything Trackdesk and Xero can do inside a workflow — the triggers that start one and the actions that run when it fires.

Trackdesk Explore Trackdesk →

An affiliate marketing and tracking software that monitors referral links, sales conversions, and commission management.

Triggers
New Affiliate

Triggers when a new affiliate is added.

Affiliate Status Changed

Triggers when an affiliate account status is changed.

New Click

Triggers when a new click is created.

New Conversion

Triggers when a new conversion is created.

Actions
Create Affiliate

Creates a new affiliate.

Create Click

Creates a new click.

Create Conversion

Creates a new conversion.

Change Conversion Status

Change Conversion Status.

Change Conversion Status by External ID

Change Conversion Status By External ID.

Create Coupon Conversion

Creates a new coupon conversion.

Xero Explore Xero →

Xero is an online accounting platform that helps small businesses manage invoicing, bank reconciliation, purchasing, and expenses.

Triggers
New Bank Transaction

Triggers when a new bank transaction is created.

New Bill

Triggers when you add a new bill. (Accounts Payable).

New Contact

Triggers when you add a new contact.

New Credit Note

Triggers when a new credit note is created.

New Employee

Triggers when a new employee is created (Exclusively for Australian Instances).

New Report

Triggers when you run or refresh one of the selected Xero report types (Balance Sheet, Profit & Loss, etc.).

Actions
Add Items to Existing Sales Invoice

Adds line items to an existing sales invoice.

Add Note to Invoice

Add a note which will appear in the invoice history.

Add or Update Stock Items

Creates or updates one or more stock items.

Allocate Credit Note to Invoice

Allocates a credit note to an invoice.

Create Bank Transaction

Creates a new Spend/Receive Money bank transaction.

Create Bank Transfer

Transfers money between two bank accounts.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Trackdesk + Xero

Is there a pre-built Trackdesk + Xero automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Trackdesk and Xero's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Trackdesk or Xero connector?

No. The Agent works whether or not Trackdesk or Xero already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does linking Xero and Trackdesk help improve ad targeting?

Syncing actual invoice payments from Xero into Trackdesk lets ad platforms target high-value buyers and create lookalike audiences based on verified revenue.

Can new ad leads automatically be added to our accounting software?

Yes, whenever a new lead is captured in Trackdesk, their information can be created or updated as a customer record in Xero.

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