HubSpot and Xero integrations and automations

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Customize your HubSpot and Xero integration with the following triggers and actions.

Triggers

When this happens…

HubSpot
  • New contact in contact list
    New contact added to a contact list in HubSpot
  • New form submission
    New form submission in Hubspot
  • New record
    New record in HubSpot
  • New records Batch
    New records in HubSpot
  • New/updated record
    New/updated record in HubSpot
  • New/updated records Batch
    New/updated records in HubSpot

    • Any other trigger you can think up

Xero
  • New/updated credit note
    New/updated credit note in Xero
  • New/updated item
    New/updated item in Xero
  • New/updated overpayment
    New/updated overpayment in Xero
  • New/updated prepayment
    New/updated prepayment in Xero
  • New/updated account
    New or updated account in Xero
  • New/updated bill
    New/updated bill in Xero
  • New/updated contact
    New/updated contact in Xero
  • New/updated employee
    New or updated employee in Xero
  • New/updated invoice
    New/updated invoice in Xero
  • New/updated payment
    New or updated payment in Xero

    • Any other trigger you can think up

Actions

Do this…

HubSpot
  • Custom action
    Custom action in HubSpot (Custom)
  • Add contact to list
    Add contact to list in HubSpot
  • Add contact to workflow
    Contact added to workflow in Hubspot
  • Associate records
    Associate records in HubSpot
  • Associate records Batch
    Associate records in HubSpot
  • Import CRM Data
    Bulk import in Hubspot
  • Create engagement
    Create engagement in HubSpot
  • Create record
    Create a record in HubSpot
  • Create records Batch
    Create records in HubSpot
  • Delete associations Batch
    Delete associations in HubSpot
  • Delete contact
    Delete contact in HubSpot
  • Export object data
    Export contents as a file from Hubspot
  • Get associations Batch
    Get associations in HubSpot
  • Get contacts associated with a company Batch
    Get all contacts in a Company in HubSpot
  • Get contacts in contact list Batch
    Get all contacts in HubSpot
  • Get owner details by ID
    Get owner details by ID from HubSpot
  • Get record
    Get record in HubSpot
  • List associations Batch
    List associations in HubSpot
  • Remove contact from contact list Batch
    Contact removed all contacts in HubSpot
  • Search pipeline stages Batch
    Search pipeline stages in HubSpot
  • Search record Batch
    Search record in HubSpot
  • Update record
    Update a record in HubSpot
  • Update records Batch
    Update records in HubSpot

    • Any other action you can think up

Xero
  • Custom action
    Custom action in Xero (Custom)
  • Upsert line item to bill or invoice
    Upsert line item to bill/invoice in Xero
  • Add person(s) to contact
    Add person(s) to contact in Xero
  • Create timesheet with 1 line item
    Create timesheet with a single line item in Xero
  • Create bank transaction
    Create bank transaction in Xero
  • Create bill with 1 line item
    Create bill with a single line item in Xero
  • Create bill with multiple line items
    Create bill with multiple line items in Xero
  • Create contact
    Create contact in Xero
  • Create credit note with line items
    Create 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 item
    Create invoice with a single line item in Xero
  • Create invoice with line items
    Create invoice with multiple line items in Xero
  • Create item
    Create item in Xero
  • Create manual journal with line items
    Create manual journal with multiple line items in Xero
  • Create overpayment
    Create overpayment in Xero
  • Create invoice payment
    Create invoice payment in Xero
  • Create prepayment
    Create prepayment in Xero
  • Create purchase order with line items
    Create purchase order with multiple line items in Xero
  • Get contact details
    Get contact details inXero
  • Get bill or invoice details
    Get bill/invoice by ID or number in Xero
  • Get online invoice URL
    Get online invoice URL in Xero
  • Get manual journal by ID
    Get manual journal by ID in Xero
  • Get payment
    Get payment in Xero
  • Get purchase order
    Get purchase order by ID in Xero
  • List accounts Batch
    List accounts in Xero
  • List connections
    List connections in Xero
  • List currencies Batch
    List currencies in Xero
  • List organisations
    List organisations in Xero
  • List tax rates Batch
    List tax rates in Xero
  • Search accounts Batch
    Search for accounts in Xero
  • Search bank transactions Batch
    Search for bank transactions in Xero
  • Search contacts Batch
    Search for a contact in Xero
  • Search credit notes Batch
    Search credit notes in Xero
  • Search bills or invoices Batch
    Search bills/invoices in Xero
  • Search items
    Search items in Xero
  • Search manual journals Batch
    Search for manual journals in Xero
  • Search overpayments Batch
    Search overpayments in Xero
  • Search payments Batch
    Search payments in Xero
  • Search prepayments Batch
    Search prepayments in Xero
  • Search purchase orders Batch
    Search purchase orders in Xero
  • Upsert contact
    Upsert contact in Xero
  • Update bill or invoice header details
    Update bill/invoice header details in Xero
  • Update bill or invoice with line items
    Update bill/invoice with line items in Xero
  • Update item
    Update item in Xero
  • Update manual journal and line items
    Update manual journal headers and line items in Xero
  • Upload attachment
    Upload attachment to a sales record
  • Void payment
    Void payment in Xero

    • Any other action you can think up

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