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Tag Intercom users with new Xero invoices

  1. When this happensStep 1: New Sales Invoice

  2. 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

  1. A new invoice is processed on Xero
  2. Zapier automatically tags a user on Intercom

What You Need

  • Xero account
  • Intercom account

Connect Intercom + Xero in Minutes

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

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