Log in to Zapier and click Create Zap.
Choose the trigger β either an event in Xero, or a completed Retell call, depending on which side starts the flow.
Add the other app as the action step.
Connect your Retell account by pasting your API key from the Retell dashboard, and connect your Xero account.
Map the fields: phone number and agent for a call, or call summary, disposition and transcript for a write-back.
Test the Zap and switch it on.
Xero invoice overdue β Zapier triggers a Retell call β agent confirms payment date β note added in Xero












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