Housecall Pro + Xero

Create new Housecall Pro customers from new Xero quotes

Stay ahead of your operations with this handy workflow. Whenever a new quote is created in Xero, a corresponding customer will be created in Housecall Pro. This means you can seamlessly manage your quotes and customers across both platforms, saving you time and effort. Ensure a smoother and efficient working process for your business by integrating Xero and Housecall Pro.

When this happens...
New Quote
Triggers when a new quote is created.
TriggerScheduled
automatically do this!
Create Customer
Creates a new customer
ActionWrite

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Supported triggers and actions

What does this mean?

- OrganizationRequired
Trigger
Scheduled
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- OrganizationRequired
Trigger
Scheduled
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- OrganizationRequired
- Payment Type
Trigger
Scheduled
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- OrganizationRequired
- Quote Status
Trigger
Scheduled
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- OrganizationRequired
- Payment Type
Trigger
Scheduled
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- OrganizationRequired
Trigger
Scheduled
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- OrganizationRequired
- InvoiceRequired
Action
Write

- OrganizationRequired
- From AccountRequired
- To AccountRequired
- AmountRequired
- Date
Action
Write
- OrganizationRequired
- ContactRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- OrganizationRequired
- Invoice IDRequired
Action
Write
- OrganizationRequired
- Contact NameRequired
- Email Address
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Reference
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Account
- Tax Rate
- Tracking
Action
Write
- OrganizationRequired
- Document Type
- Document ID or NumberRequired
- Paid ToRequired
- Date
- Currency Rate
- AmountRequired
- Reference
Action
Write
- OrganizationRequired
- Contact (supplier)Required
- Date
- Delivery Date
- Order Number
- Reference
- Theme
- Currency
- Tax Type
- Delivery Address
- Attention
- Telephone
- Delivery Instructions
- Attachments
- Purchase Order Status
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- OrganizationRequired
- Search ByRequired
Action
Search
New Completed Job
Triggers when a job is completed.
Trigger
Scheduled
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- First nameRequired
- Last name
- Email
- Mobile number
- Home number
- Work number
- Notifications enabled
- Tag1
- Tag2
- Street
- Street line 2
- City
- State
- Zip
- Country
Action
Write

- OrganizationRequired
- Status
Trigger
Scheduled
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- OrganizationRequired
- Status
- Type
Trigger
Scheduled
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- OrganizationRequired
- Purchase Order Status
Trigger
Scheduled
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- OrganizationRequired
Trigger
Scheduled
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- OrganizationRequired
- Status
Trigger
Scheduled
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- OrganizationRequired
- Status
Trigger
Scheduled
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- OrganizationRequired
- Transaction TypeRequired
- ContactRequired
- Bank AccountRequired
- Date
Action
Write
- OrganizationRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
Action
Write
- OrganizationRequired
- TypeRequired
- ContactRequired
- Date
Action
Write
- OrganizationRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
Action
Write
- OrganizationRequired
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Number
- Reference
- Sent To Contact
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Discount Amount
- Account
- Tax Rate
- Tracking
Action
Write
- OrganizationRequired
- ContactRequired
- Project NameRequired
- Deadline for the project
- Project Estimate
Action
Write
- OrganizationRequired
- ContactRequired
- StatusRequired
- Currency
- Branding Theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line Amount Types
Action
Write
- OrganizationRequired
- Search ByRequired
Action
Search
- OrganizationRequired
- Search ByRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
Action
Search or write
New Scheduled Job
Triggers when a job is scheduled.
Trigger
Scheduled
Try It

About Housecall Pro

Housecall Pro is a top rated software to run your home service business. We make it easy to schedule, dispatch, estimate, invoice, accept credit cards and get booked online by customers.

Related categories

Scheduling & Booking

About Xero

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.

Learn more Help

Related categories

Accounting

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PRODUCTS

CAPABILITIES

By team

Housecall Pro + Xero

Create new Housecall Pro customers from new Xero quotes

New Bank Transaction

New Contact

OrganizationRequired

New Payment

OrganizationRequired

Payment Type

New Quote

OrganizationRequired

Quote Status

New Reconciled Payment

OrganizationRequired

Payment Type

New or Updated Contact

OrganizationRequired

Add Items to Existing Sales Invoice

OrganizationRequired

InvoiceRequired

Create Bank Transfer

OrganizationRequired

From AccountRequired

To AccountRequired

AmountRequired

Date

Create New Quote Draft

OrganizationRequired

ContactRequired

Date

Expiry

Quote Number

Reference

Theme

Title

Summary

Currency

Amounts Are

Terms

Send Sales Invoice by Email

OrganizationRequired

Invoice IDRequired

Create Bill

OrganizationRequired

Contact NameRequired

Email Address

Status

Date

Due Date

Currency

Url

Attachment

Branding Theme

Reference

Line Items Type

Item Code

Description

QuantityRequired

Unit Price

Account

Tax Rate

Tracking

Create Payment

OrganizationRequired

Document Type

Document ID or NumberRequired

Paid ToRequired

Date

Currency Rate

AmountRequired

Reference

Create Purchase Order

OrganizationRequired

Contact (supplier)Required

Date

Delivery Date

Order Number

Reference