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.
- When this happens...New Sales Invoice
Triggers when you add a new sales invoice. (Accounts Receivable).
- automatically do this!Add/Remove Tag on User
Attach or remove a tag on a specific user.
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