Integrate Housecall Pro with Xero
Appy Pie Connect allows you to automate multiple workflows between Housecall Pro and Xero
- No code
- No Credit Card
- Lightning Fast Setup
Housecall Pro is a top rated software to run your home service business. We make it easy to schedule, dispatch, estimate, invoice, accept credit cards and get booked online by customers.
About Xero
Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.
Xero IntegrationsBest ways to Integrate Housecall Pro + Xero
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When this happens...
New Payment
Then do this...
Send Email
Xero is one of the most valuable accounting software that help you manage your finances while saving you time and money. Sometimes you need to share some of the critical information on it to people who don’t have access to the software. Once active, this integration will automatically send Gmail emails to the selected recipients whenever new payments are received in Xero. Don’t wait, just sign up for Appy Pie Connect and start connecting your Xero and Gmail now!How this Xero - Gmail integration works- A new payment is received in Xero
- Appy Pie Connect sends a Gmail email with details from the payment
What You Need- A Xero account
- A Gmail account
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When this happens...
New Sales Invoice
Then do this...
Send Channel Message
If you need to keep your team informed about new invoices on Xero, then this integration is great for you. With this Xero – Slack integration, whenever a new invoice is created in Xero, we’ll send all related information to a chosen Slack channel without any manual effort from your end. To set up this integration, you'll just need to add channel names (single or multiple).
Note: This automation will not share already existing Xero invoices to Slack, only new ones after you've set it up.
How this Xero – Slack integration Works- A new invoice is created in Xero
- Appy Pie Connect automatically sends it to a chosen Slack channel
What You Need- A Xero account
- A Slack account
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When this happens...
New Payment
Then do this...
Create Spreadsheet Row
Do you want to be sure you don't miss any payments? With this Connect flow, you can create a payments database in Google Sheets that keeps track of all your Xero payments in one place that's easy to read and search.How This Integration Works- When your receive a new payment
- Appy Pie Connect adds a new row to a specific Google Sheets.
What You Need- Xero account
- Google Sheets account
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When this happens...
New Bill
Then do this...
Create Draft
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When this happens...
New Bill
Then do this...
Send Email
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Housecall Pro + Xero without coding knowledge. Start creating your own business flow.
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New Completed JobTriggers when a job is completed.
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New Scheduled Job
Triggers when a job is scheduled.
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New Bill
Triggered when you add a new bill. (Accounts Payable)
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New Contact
Triggered when you add a new contact.
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New Payment
Triggered when you receive a new payment.
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New Quote
Triggered when a new quote is created.
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New Sales Invoice
Triggered when you add a new sales invoice. (Accounts Receivable)
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Create Customer
Creates a new customer
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Create Bank Transfer
Transfers money between two bank accounts.
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Create Bill
Creates a new bill (Accounts Payable).
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Create Credit Note
Creates a new credit note for a contact.
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Create New Quote Draft
Creates a new quote draft.
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Create Payment
Applies a payment to an invoice.
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Create Purchase Order
Creates a new purchase order for a contact.
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Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Create/Update Contact
Creates a new contact or updates a contact if a contact already exists.
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Create/Update Item (Product)
Creates a new item or updates a item if a product already exists.
Compliance Certifications and Memberships
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How Housecall Pro & Xero Integrations Work
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Step 1: Choose Housecall Pro as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Xero as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Housecall Pro to Xero.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
