Integrate Xero with Intercom

Appy Pie Connect allows you to automate multiple workflows between Xero and Intercom

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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.

About Intercom

Intercom is a customer communication platform built for business, used by many businesses from small start-ups to global enterprises. It enables targeted communication with customers on your website, inside your web and mobile apps, and by e-mail.

Want to explore Xero + Intercom quick connects for faster integration? Here’s our list of the best Xero + Intercom quick connects.

Explore quick connects

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Connect Xero + Intercom in easier way

It's easy to connect Xero + Intercom without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

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

  • New Closed Conversation

    Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).

  • New Conversation

    Triggers when a new conversation is created by a user in Intercom.

  • New Lead

    Triggers when a new Lead is created.

  • New User

    Triggers when a new user is created.

  • Actions
  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

  • Create/Update Lead

    Create or update an Intercom lead. If an ID is provided, the lead will be updated.

  • Create/Update User

    Update a user within Intercom given their e-mail address.

  • Send Incoming Message

    Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.

How Xero & Intercom Integrations Work

  1. Step 1: Choose Xero as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Intercom as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Xero to Intercom.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Xero and Intercom

  • Xero? Xero is a cloud accounting and financial software that helps companies to manage their accounting and finances. It allows business owners to access their business data from anywhere, on any device (Xero 2015.
  • Intercom? Intercom is a customer service software that allows users to communicate with their customers. It offers features like conversation history, segmentation, live chat, support email integration, and many more (Intercom 2015.
  • Integration of Xero and Intercom

    Integrating Xero and Intercom will be a benefit for many small businesses because it will enable them to have the best of both worlds. This integration will help a lot of small businesses in managing their finances and communicating with their customers. This will also be easy for these small businesses to set up the integration by themselves without invpving the aid of third party developers. This will save them money and time. The integration will make it easier for small businesses to run their business and connect with their customers. This makes it easier for them to work even when they are away from the office. They can still do their work as if they were physically present in the office. This is why it is important for small businesses to integrate Xero and Intercom together.

    Benefits of Integration of Xero and Intercom

    There are a lot of benefits that come with integrating Xero and Intercom together. These include:

    • More visibility into their finances:

    One of the benefits of integrating Xero and Intercom together is that small businesses will have more visibility into their finances. This is because Xero has real-time data which means that they can access any data that they need at any time. They can easily integrate this data into other applications such as Facebook or Twitter by using an API (Application Programming Interface. This integration will also allow businesses to use all the information in one platform, which means that they do not have to create multiple accounts specifically for different apps. Business owners can easily manage their finances via one account.

    • Better customer service:

    Small businesses can provide better customer service through this integration because it allows them to have a better connection with their customers. They are able to see what their customers are saying about them, which means that they can address these issues as soon as possible.

    • Easy to use:

    The integration of Xero and Intercom is easy to use because it does not require much expertise. Small businesses only need to fplow a few steps in order to set up this integration, which makes it easy for them to use this integration technpogy.

    The process to integrate Xero and Intercom may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm