Tag Intercom users with new Xero invoices
When this happensStep 1: New Sales Invoice
Then do thisStep 2: Add/Remove Tag on User
All too often, there's a needless separation between accounting and customer service due to their different processes, but this doesn't have to be the case. Centralize your data and increase your efficiency with this Xero Intercom integration, which, when active, will tag Intercom users whenever there is a new Xero invoice that matches them, keeping their entire billing history next to everything else.
How It Works
- A new invoice is processed on Xero
- Zapier automatically tags a user on Intercom
What You Need
- Xero account
- Intercom account