Xero + Qwilr + Halo Service Solutions Integrations

How to connect Xero + Qwilr + Halo Service Solutions

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Do even more with Xero + Qwilr + Halo Service Solutions

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Xero, Qwilr, and Halo Service Solutions. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- OrganizationRequired
Trigger
Scheduled
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- OrganizationRequired
Trigger
Scheduled
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- OrganizationRequired
- Payment Type
Trigger
Scheduled
Try It
- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
- Status
Trigger
Scheduled
Try It

- OrganizationRequired
- Transaction TypeRequired
- ContactRequired
- Bank AccountRequired
- Date
Action
Write
- OrganizationRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
Action
Write

- OrganizationRequired
- TypeRequired
- ContactRequired
- Date
Action
Write
- OrganizationRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
Action
Write
- OrganizationRequired
- Contact NameRequired
- Email Address
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Number
- Reference
- Sent To Contact
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Account
- Tax Rate
- Tracking
Action
Write
- OrganizationRequired
- Contact (supplier)Required
- Date
- Delivery Date
- Order Number
- Reference
- Theme
- Currency
- Tax Type
- Delivery Address
- Attention
- Telephone
- Delivery Instructions
- Attachments
- Purchase Order Status
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- OrganizationRequired
- Search ByRequired
Action
Search
Project Accepted
Triggers when a project is accepted.
Trigger
Instant
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Project First Viewed
Triggers when a project is first viewed.
Trigger
Instant
Try It
Create Project
Creates a new project.
Action
Write
- DescriptionRequired
- Customer
- Site
- End-User
- Ticket Type
- Status
- Service Level Agreement
- Priority
- Team
- Agent
Trigger
Instant
Try It
- NameRequired
- Customer NameRequired
- Main SiteRequired
- Phone Number
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Postcode
- Contact Name
- Contact Email Address
Action
Write
- NameRequired
- Customer NameRequired
- Site NameRequired
- Email Address
- Network Login
- Work Phone Number
- Mobile Phone Number
Action
Write

- OrganizationRequired
- Status
Trigger
Scheduled
Try It
- OrganizationRequired
- Status
- Type
Trigger
Scheduled
Try It
- OrganizationRequired
- Quote Status
Trigger
Scheduled
Try It
- OrganizationRequired
- Status
Trigger
Scheduled
Try It
- OrganizationRequired
- InvoiceRequired
Action
Write
- OrganizationRequired
- From AccountRequired
- To AccountRequired
- AmountRequired
- Date
Action
Write
- OrganizationRequired
- ContactRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- OrganizationRequired
- Invoice NumberRequired
Action
Write
- OrganizationRequired
- Contact NameRequired
- Email Address
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Reference
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Account
- Tax Rate
- Tracking
Action
Write
- OrganizationRequired
- Document Type
- Document ID or NumberRequired
- Paid ToRequired
- Date
- Currency Rate
- AmountRequired
- Reference
Action
Write
- OrganizationRequired
- ContactRequired
- StatusRequired
- Currency
- Branding Theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line Amount Types
Action
Write
- OrganizationRequired
- Search ByRequired
Action
Search
- OrganizationRequired
- Search ByRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
Action
Search or write
New Project
Triggers when a project is first created.
Trigger
Instant
Try It
Project Published
Triggers when a project is published.
Trigger
Instant
Try It
- DescriptionRequired
- Customer
- Site
- End User
- Ticket Type
- Status
- Service Level Agreement
- Priority
- Team
- Agent
Trigger
Instant
Try It
- NameRequired
- Top Level
- Important Customer
- Site Name
- Phone Number
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Postcode
- Contact Name
- Contact Email Address
Action
Write
- Email AddressRequired
- Ticket TypeRequired
- Summary
- Details
- Priority
Action
Write

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How Xero + Qwilr + Halo Service Solutions Integrations Work

Step 1: Authenticate Xero, Qwilr, and Halo Service Solutions.
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.

Connect apps

Connect Xero + Qwilr + Halo Service Solutions

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Learn more Help

Related categories

Accounting

Similar apps

QuickBooks Online

Accounting

FreeAgent

Accounting

Wave

Accounting

About Qwilr

Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intuitive sales and marketing documents that look impressive and integrate seamlessly with your business.

Learn more Help

Related categories

Proposal & Invoice Management

Similar apps

Unbounce

Forms & Surveys

Wishpond

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About Halo Service Solutions

Halo Service Solutions is a UK based company, which provides Service Desk, ITSM and PSA software solutions.

Help

Related categories

Project Management

PRODUCTS

CAPABILITIES

By team

Xero + Qwilr + Halo Service Solutions Integrations

How to connect Xero + Qwilr + Halo Service Solutions

Do even more with Xero + Qwilr + Halo Service Solutions

New Bank Transaction

New Contact

OrganizationRequired

New Payment

OrganizationRequired

Payment Type

New Expense Claim Receipt

OrganizationRequired

Updated Invoice

OrganizationRequired

Status

Create Bank Transaction

OrganizationRequired

Transaction TypeRequired

ContactRequired

Bank AccountRequired

Date

Create/Update Contact

OrganizationRequired

Contact NameRequired

Account Number

Primary Person - First Name

Primary Person - Last Name

Primary Person - Email

Phone - Country Code

Phone - Area Code

Phone Number

Fax - Country Code

Fax - Area Code

Fax - Number

Mobile - Country Code

Mobile - Area Code

Mobile - Number

Direct Dial - Country Code

Direct Dial - Area Code

Direct Dial - Number

Address Type Of

Address - Attention

Address - Line 1

Address - Line 2

Address - City/Town

Address - State/Region

Address - Postal/Zip Code

Address - Country

Tax Number

Bank Account Number

Groups

Create Credit Note

OrganizationRequired

TypeRequired

ContactRequired

Date

Create Inventory Item

OrganizationRequired

Mark Item as a Sales Item?

Mark Item as a Purchase Item?

Item Name

Item CodeRequired

Create Sales Invoice

OrganizationRequired

Contact NameRequired

Email Address

Status

Date

Due Date

Currency

Url

Attachment

Branding Theme

Number

Reference

Sent To Contact

Line Items Type

Item Code