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Connect HubSpot and Xero the way you want. Start by selecting the trigger and action events listed here.
New Contact
Triggers when there is a new contact. NOTE: This trigger is not designed for bulk imports and can only support a maximum of 100 contacts at a time
Contact Property Modified
Triggers every time when a specified property is updated on any contact. This also triggers when a contact is created with this property
Contact Modified
Triggers every time when any property is updated on any contact. This also triggers when a contact is created.
Deal Property Modified
Triggers every time when a specified deal property changes.
Email Bounced
Triggers when a Campaign Email Bounces
Email Clicked
Triggers when a Campaign Email is Clicked on
Email Opened
Triggers when a Campaign Email is Opened
New Blog Post Published
Triggers when a COS Blog Post is Published
New Contact in list
Triggers when there is a new contact in a specific list. NOTE: This trigger is not designed for bulk imports and can only support a maximum of 100 contacts at a time
New or Modified Contact
Triggers when a new contact is created or an existing one is modified
New Overpayment
Triggers when a new overpayment is generated
New Payment
Triggers when a new payment is added to xero
Invoice Status Change
Triggers when a the status of the sales invoice changes to a particular value
New Sales Invoice
Triggers when a new sales invoice is added to xero
New Invoice Line Item
Triggers when there is a Invoice, for each line item. If there is an order with 5 line items, the Bot will run 5 times, each time with details of one line item.
New Purchase Order
Triggers when a new purchase order is added to xero
Invoice Overdue
Triggers when the invoice is overdue by a specified number of days
New Bill
Triggers when a new bill is added to xero
New or Modified Credit Note
Triggers when a new credit note is added or an existing credit note is updated
Add Or Update a Contact
Create or Update a Contact
Search Contact
Search A Contact Based On Contact ID Or Email Address
Add a Payment
Apply payments to approved AR and AP invoices
Add a Sales Invoice
Create a new Sales Invoice
Add a Bill
Creates a new Bill
Add a Purchase Order
creates a new purchase order
Search Invoices
search invoices based on invoice id or invoice number
Update an Invoice
Updates an existing Invoice by Invoice ID or Invoice Number
Add Credit Note
Adds a new credit note
Add an Item
Add a new item in to inventory
Add Line Item To Sales Invoice
Add a new line item to an existing sales invoice
Search Bill
Search bill by Bill Invoice ID, Reference or Contact ID
Search Credit Note
Search credit note by Credit Note Id or Credit Note Number
Search An Item
search a item/product with its name or id
Search Payments
Search payments by Payment Id or Reference
Send an Invoice
Send Invoice by Invoice Id to the Invoice email address
Add or Update a Contact
Add or Update a Contact
Add an existing Contact to a List
Add an existing Contact to a specific List
Add a Contact to Workflow
Add an existing Contact to a specific Workflow
Add a new COS Blog post
Add a new COS Blog Post
Submit Form
Submit the selected form with the provided values
Trigger an Enterprise Event
Trigger a custom Enterprise Event for the specified event
Add a Social Media Message
Post a message on one of your Social Media Channels.
Search a Contact
Search a Contact using Hubspot Contact Id or Email
Create your custom integration by selecting the Trigger event and Action to be performed.
Connect HubSpot and Xero with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.
Forms
HubSpot
Xero
iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.
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