Xero + Highrise Integrations
How to connect Xero + Highrise
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Popular Xero + Highrise workflows
Add or update Highrise contacts with new Xero contacts
Add or update Highrise contacts with new Xero contactsPremium
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New Bank TransactionTriggers when a new bank transaction is created.Trigger- New BillTriggers when you add a new bill. (Accounts Payable)Trigger
- New ContactTriggers when you add a new contact.Trigger
- New PaymentTriggers when you receive a new payment.Trigger
- New Purchase OrderTriggers when a new purchase order is created or enters a status for the first time.Trigger
- New QuoteTriggers when a new quote is created.Trigger
- New Expense Claim ReceiptTriggers when you add a new draft expense claim receipt.Trigger
- New Sales InvoiceTriggers when you add a new sales invoice. (Accounts Receivable)Trigger
- Xero
Adds line items to an existing sales invoice.
Scheduled
Action
- Xero
Creates a new Spend/Receive Money bank transaction.
Scheduled
Action
- Xero
Transfers money between two bank accounts.
Scheduled
Action
- Xero
Creates a new contact or updates a contact if a contact already exists.
Scheduled
Action
- Xero
Creates a new quote draft.
Scheduled
Action
- Xero
Creates a new credit note for a contact.
Scheduled
Action
- Xero
Sends an invoice via email.
Scheduled
Action
- Xero
Creates a new bill (Accounts Payable).
Scheduled
Action
- Xero
Creates a new sales invoice (Accounts Receivable).
Scheduled
Action
- Xero
Applies a payment to an invoice.
Scheduled
Action
- Xero
Creates a new purchase order for a contact.
Scheduled
Action
- Xero
Finds a contact by name or account number.
Scheduled
Action
- Xero
Finds an invoice by number or reference.
Scheduled
Action
- Xero
Finds or creates a specific contact.
Scheduled
Action
- Highrise
Triggered when a new task category is added
Scheduled
Trigger
- Highrise
Triggers when a new company is added to Highrise.
Scheduled
Trigger
- Highrise
Triggers when a new contact is added to Highrise.
Scheduled
Trigger
- Highrise
Triggers when a new custom field is created in Highrise.
Scheduled
Trigger
- Highrise
Triggered when a new deal is added
Scheduled
Trigger
- Highrise
Triggered when a new deal category is added
Scheduled
Trigger
- Highrise
Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.
Scheduled
Trigger
- Highrise
Triggered when a new group is added
Scheduled
Trigger
- Highrise
Triggered when a new case is added
Scheduled
Trigger
- Highrise
Triggers when a new tag is added to Highrise.
Scheduled
Trigger
- Highrise
Triggered when a new task is added
Scheduled
Trigger
- Highrise
Triggered when a new user is added.
Scheduled
Trigger
- Highrise
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.
Scheduled
Action
- Highrise
Creates a new company if it does not exist yet.
Scheduled
Action
- Highrise
Creates a new contact, or, if a contact exists, we will update it.
Scheduled
Action
- Highrise
Creates a new deal.
Scheduled
Action
- Highrise
Creates a new deal associated with a contact or person.
Scheduled
Action
- Highrise
Creates a new case.
Scheduled
Action
- Highrise
Creates a new task.
Scheduled
Action
- Highrise
Creates a new task associated with a contact or person.
Scheduled
Action
- Highrise
Creates a new task associated with a case. Will create a new case if it doesn't exist
Scheduled
Action
- Highrise
Finds a company by name.
Scheduled
Action
- Highrise
Finds a contact by email.
Scheduled
Action
How Xero + Highrise Integrations Work
- Step 1: Authenticate Xero and Highrise.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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