When this happens...
XeroNew Contact
Then do this...
HighriseCreate/Update a Contact

Your processes flow between your book-keeping and CRM apps—data should as well. Let Zapier make sure you've always got the latest personal details with this Xero-Highrise integration.

Once you set it up, every new contact you create on Xero will be sent to Highrise, where a contact will be updated with any new information from your accounting, or a new one will be created for you.

How It Works

  1. A new contact is added on Xero
  2. Zapier automatically creates a Highrise contact or updates a match

What You Need

  • Xero account
  • Highrise account
Premium
Xero is a Premium integration on Zapier.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Highrise + Xero and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Highrise
New Contact

Triggers when a new contact is added to Highrise.

Highrise
Create/Update a Contact

Creates a new contact, or, if a contact exists, we will update it.

Highrise
New Deal

Triggered when a new deal is added

Highrise
Create Note for Contact

If a contact exists, we will add a note to it. If no contact exists, we will create one and add a note to it.

Highrise
New Company

Triggers when a new company is added to Highrise.

Highrise
Create a Company

Creates a new company if it does not exist yet.

Highrise
New Task

Triggered when a new task is added

Highrise
Create Deal for Contact

Creates a new deal associated with a contact or person.

Highrise
Changed Deal Status

Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.

Highrise
Create Task for Contact

Creates a new task associated with a contact or person.

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Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.