Connect Xero and Help Scout integrations
Connect Xero and Help Scout with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Xero and Help Scout to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a bank transaction is added or updated.
Triggers when a new bank transfer is created.
Triggers when a contact is created or updated.
Triggers when a credit note is added or updated.
Triggers when employee leave is approved.
Triggers when a new event is created.
Triggers when an invoice is added or updated.
Triggers when a new item is created.
Triggers when a manual journal is created or updated.
Triggers when a payment is created or updated.
Triggers when an order is added or updated.
Triggers when a quote is created.
Creates a new chat handle for an existing customer.
Creates a conversation in a mailbox with at least one thread.
Creates a new customer.
Creates a new email for an existing customer
Creates a new phone number for an existing customer.
Creates a new social profile for an existing customer.
Creates a new thread of chat, customer, note, phone, and reply.
Creates a new website for an existing customer.
Creates or updates an address for an existing customer.
Deletes a chat handle of a customer.
Deletes a conversation.
Deletes an address of a customer.
Deletes an email of a customer.
Deletes a phone number of a customer.
Deletes a website of a customer.
Deletes a social profile of a customer.
Gets information about a conversation by ID.
Gets information about a customer by ID.
Gets information about a mailbox by ID.
Gets the address of a customer with a given ID.
Performs an arbitrary authorized API call.
Updates a chat handle of a customer.
Updates conversation data.
Updates customer data.
Updates an email of a customer.
Updates a phone number of a customer.
Updates a social profile of a customer.
Updates an existing thread.
Updates a website of a customer.
Updates customer properties.
Gets a list of chat handles for a given customer.
Lists and filters all conversations.
Lists and filters all customers
Gets a list of customer email addresses.
Gets a list of the mailboxes.
Gets a list of mailbox folders.
Gets a list of tags.
Gets a list of threads.
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Build your Xero and Help Scout integrations.
Create custom Xero and Help Scout workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a contact to a specified contact group.
Archives a contact with a given ID.
Creates a new bank transaction.
Transfers a specified amount from one account to another.
Creates a new batch payment.
Creates a new chat handle for an existing customer.
Creates a new contact.
Creates a contact group.
Creates a conversation in a mailbox with at least one thread.
Popular Xero and Help Scout workflows.
Looking to get more out of Xero and Help Scout? With Make you can visually integrate Xero and Help Scout into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Filter rows in Google Sheets and create invoices in Xero for specific contacts
Automatically filter rows in Google Sheets and generate Xero invoices for specific contacts, streamlining your invoicing process with precise data management.
TRY IT ->Send data from Xero to a custom webhook and respond with a webhook reply
Automatically send data from Xero to a custom webhook and receive a response. Streamline your workflow with Xero and custom webhook integration.
TRY IT ->Follow up on overdue Xero invoices
Efficiently manage overdue Xero invoices with automated Gmail communication. Streamline your financial tracking, improve payment collection, and enhance email reminders for outstanding balances, ensuring timely payments and better cash flow management.
TRY IT ->Create new invoices in Xero from new deals in Pipedrive
This template regularly checks for new deals entering a specific stage in Pipedrive and uses the retrieved information to create a new invoices in Xero. Your Pipedrive deal needs to have products associated with it. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
TRY IT ->Add new PHP Point of Sale sales to Xero
Every time a new sale is created in PHP Point of Sale, Make will automatically create a new order in Xero.
TRY IT ->Create new contacts in Xero from new organizations in Pipedrive CRM
This template regularly checks for new organizations in Pipedrive CRM and uses the retrieved information to create a new contacts in Xero. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
TRY IT ->Create new contacts in Xero from new persons in Pipedrive CRM
This template regularly checks for new persons in Pipedrive CRM and uses the retrieved information to create a new contacts in Xero. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
TRY IT ->Create new Cloze customers from new Xero contacts
Every time a new contact is created in Xero, Make will automatically create a new customer in Cloze.
TRY IT ->Create Help Scout conversations from new Canny posts
Use this template to automatically create a Help Scout conversation when a new Canny post is created on a certain board (or all boards).
TRY IT ->
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