Help Scout + Xero Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Help Scout and Xero, with as many as 38 possible integrations. Are you ready to find your productivity superpowers?
It's easy to connect Help Scout + Xero and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new customer is added.
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
Triggers when a conversation is assigned to a specified user. By default, only conversation with active status are considered but you can change the status using of of the fields.
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
Triggers when a new conversation is created.
Adds a note to existing conversation.
Triggered when you add a new bill. (Accounts Payable)
Replies to a conversation. Please note that this will send actual email to the customer unless draft flag is used.
Triggered when you add a new sales invoice. (Accounts Receivable)
Creates a new sales invoice (Accounts Receivable).
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