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Intercom + Xero

Tag Intercom users with new Xero invoices

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.

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.

  1. When this happens...
    XeroXero
    New Sales Invoice

    Triggers when you add a new sales invoice. (Accounts Receivable).

    TriggerScheduled
  2. automatically do this!
    IntercomIntercom
    Add/Remove Tag on User

    Attach or remove a tag on a specific user.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
intercom logo
intercom logo

About Intercom

Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.
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Related categories

  • Customer Support

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