Do everything in one place
Customize your HubSpot and Xero integration with the following
triggers and actions.
Triggers
When this happens…
HubSpot
- New contact in contact listNew contact added to a contact list in HubSpot
- New form submissionNew form submission in Hubspot
- New recordNew record in HubSpot
- New records BatchNew records in HubSpot
- New/updated recordNew/updated record in HubSpot
- New/updated records BatchNew/updated records in HubSpot
Any other trigger you can think up
Xero
- New/updated credit noteNew/updated credit note in Xero
- New/updated itemNew/updated item in Xero
- New/updated overpaymentNew/updated overpayment in Xero
- New/updated prepaymentNew/updated prepayment in Xero
- New/updated accountNew or updated account in Xero
- New/updated billNew/updated bill in Xero
- New/updated contactNew/updated contact in Xero
- New/updated employeeNew or updated employee in Xero
- New/updated invoiceNew/updated invoice in Xero
- New/updated paymentNew or updated payment in Xero
Any other trigger you can think up
Actions
Do this…
HubSpot
- Custom actionCustom action in HubSpot (Custom)
- Add contact to listAdd contact to list in HubSpot
- Add contact to workflowContact added to workflow in Hubspot
- Associate recordsAssociate records in HubSpot
- Associate records BatchAssociate records in HubSpot
- Import CRM DataBulk import in Hubspot
- Create engagementCreate engagement in HubSpot
- Create recordCreate a record in HubSpot
- Create records BatchCreate records in HubSpot
- Delete associations BatchDelete associations in HubSpot
- Delete contactDelete contact in HubSpot
- Export object dataExport contents as a file from Hubspot
- Get associations BatchGet associations in HubSpot
- Get contacts associated with a company BatchGet all contacts in a Company in HubSpot
- Get contacts in contact list BatchGet all contacts in HubSpot
- Get owner details by IDGet owner details by ID from HubSpot
- Get recordGet record in HubSpot
- List associations BatchList associations in HubSpot
- Remove contact from contact list BatchContact removed all contacts in HubSpot
- Search pipeline stages BatchSearch pipeline stages in HubSpot
- Search record BatchSearch record in HubSpot
- Update recordUpdate a record in HubSpot
- Update records BatchUpdate records in HubSpot
Any other action you can think up
Xero
- Custom actionCustom action in Xero (Custom)
- Upsert line item to bill or invoiceUpsert line item to bill/invoice in Xero
- Add person(s) to contactAdd person(s) to contact in Xero
- Create timesheet with 1 line itemCreate timesheet with a single line item in Xero
- Create bank transactionCreate bank transaction in Xero
- Create bill with 1 line itemCreate bill with a single line item in Xero
- Create bill with multiple line itemsCreate bill with multiple line items in Xero
- Create contactCreate contact in Xero
- Create credit note with line itemsCreate credit note with multiple line items in Xero
- Create employee (US)Create employee in Xero
- Create employee (AU)Create employee in Xero
- Create invoice with 1 line itemCreate invoice with a single line item in Xero
- Create invoice with line itemsCreate invoice with multiple line items in Xero
- Create itemCreate item in Xero
- Create manual journal with line itemsCreate manual journal with multiple line items in Xero
- Create overpaymentCreate overpayment in Xero
- Create invoice paymentCreate invoice payment in Xero
- Create prepaymentCreate prepayment in Xero
- Create purchase order with line itemsCreate purchase order with multiple line items in Xero
- Get contact detailsGet contact details inXero
- Get bill or invoice detailsGet bill/invoice by ID or number in Xero
- Get online invoice URLGet online invoice URL in Xero
- Get manual journal by IDGet manual journal by ID in Xero
- Get paymentGet payment in Xero
- Get purchase orderGet purchase order by ID in Xero
- List accounts BatchList accounts in Xero
- List connectionsList connections in Xero
- List currencies BatchList currencies in Xero
- List organisationsList organisations in Xero
- List tax rates BatchList tax rates in Xero
- Search accounts BatchSearch for accounts in Xero
- Search bank transactions BatchSearch for bank transactions in Xero
- Search contacts BatchSearch for a contact in Xero
- Search credit notes BatchSearch credit notes in Xero
- Search bills or invoices BatchSearch bills/invoices in Xero
- Search itemsSearch items in Xero
- Search manual journals BatchSearch for manual journals in Xero
- Search overpayments BatchSearch overpayments in Xero
- Search payments BatchSearch payments in Xero
- Search prepayments BatchSearch prepayments in Xero
- Search purchase orders BatchSearch purchase orders in Xero
- Upsert contactUpsert contact in Xero
- Update bill or invoice header detailsUpdate bill/invoice header details in Xero
- Update bill or invoice with line itemsUpdate bill/invoice with line items in Xero
- Update itemUpdate item in Xero
- Update manual journal and line itemsUpdate manual journal headers and line items in Xero
- Upload attachmentUpload attachment to a sales record
- Void paymentVoid payment in Xero
Any other action you can think up
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