Create or update Intercom leads from new Xero bills
Keep track of your customers' billing activity in Intercom with this seamless workflow. When a new bill is created in Xero, it will automatically update or create a lead in Intercom, ensuring an up-to-date record of your clients' financial activities. Stay organized and maintain accurate customer information by easily connecting your Xero and Intercom accounts.
Keep track of your customers' billing activity in Intercom with this seamless workflow. When a new bill is created in Xero, it will automatically update or create a lead in Intercom, ensuring an up-to-date record of your clients' financial activities. Stay organized and maintain accurate customer information by easily connecting your Xero and Intercom accounts.
- When this happens...New Bill
Triggers when you add a new bill. (Accounts Payable).
- automatically do this!Create/Update Lead
Create or update an Intercom lead. If an ID is provided, the lead will be updated.
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