How to better manage accounts & finances with the top 12 Xero Automations
Boost operational efficiency and automate business tasks with the top 12 Xero integrations. Enhance your accounting and financial processes seamlessly.
Intercom + Xero Integration
Integrate Intercom to Xero in one click, or tell Integrately AI how you want each lead handled. Create invoices, update contacts, log records, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
User is created in Intercom Instant- User is deleted in Intercom Instant
- User is unsubscribed in Intercom Instant
- User email is updated in Intercom Instant
- Company is created in Intercom Instant
- Event is created in Intercom Instant
- Conversation is tagged in Intercom Instant
- Conversation is partially deleted in Intercom Instant
- Conversation is snoozed in Intercom Instant
- Lead is created in Intercom Instant
- Note is added to conversation in Intercom Instant
- Message is created from user or lead in Intercom Instant
- Conversation is assigned to any teammate in Intercom Instant
- Admin initiates conversation in Intercom Instant
- Teammate replied in Intercom Instant
- Conversation is closed by admin in Intercom Instant
- Admin opened conversation in Intercom Instant
- User or lead is replied in Intercom Instant
- Lead is untagged in Intercom Instant
- Lead is tagged in Intercom Instant
- Email is added to lead in Intercom Instant
Contact is created/updated in Xero- Contact (supplier) in Xero
- Sales Invoice is created/updated in Xero
- Expense claim receipt is created/updated in Xero
- Payment is created/updated in Xero
- Quote is created/updated in Xero
- Account is created/updated in Xero
- Item is created/updated in Xero
- Purchase Order is created/updated in Xero
- Bill is created/updated in Xero
- Bank Transfer is created in Xero
- Bank Transaction is created/updated in Xero
- User is created/updated in Xero
2.
- Add contact to company in Intercom
- Remove tag from user in Intercom
- Add tag to user in Intercom
- Get admin by id in Intercom
- Create user in Intercom
- Update user in Intercom
- Create lead in Intercom
- Update lead in Intercom
- Add tag on lead in Intercom
- Update company in Intercom
- Add/Remove tag on company in Intercom
- Send message in Intercom
- Create event in Intercom
- Search user in Intercom
- Search lead in Intercom
- Search company in Intercom
- Add attachment to invoice in Xero
- Create project in Xero
- Create task in Xero
- Add attachment to contact in Xero
- Add attachment to purchase order in Xero
- Create item code in Xero
- Update invoice items in Xero
- Get online invoice URL in Xero
- Search item by name in Xero
- Create sales invoice in Xero
- Create sales invoice for existing contact in Xero
- Search sales invoice in Xero
- Get sales invoice by id in Xero
- Create contact in Xero
- Search contact by email address in Xero
- Search contact by name in Xero
- Update contact in Xero
- Search contact by account number in Xero
- Create payment in Xero
- Create quote in Xero
- Create bill in Xero
- Create purchase order in Xero
- Add items to existing sales invoice in Xero
- Send sales invoice by email in Xero
- Search item in Xero
- Create bank transfer in Xero
- Create credit note in Xero
- Create bank transaction in Xero
- Search account in Xero
Trusted by experts at...
Ready Workflows for Intercom + Xero Integration
Capture leads, generate invoices, keep financial records updated, and notify your finance team, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Intercom + Xero flow
Connect customer communications and accounting with your favorite tools to handle follow-ups, sync financial data, and alert your team. Pick a combination and activate it in one click.
+
Stripe (5)
Stripe (5) +
Gmail (5)
Gmail (5) +
Slack (5)
Slack (5) +
HubSpot (5)
HubSpot (5) +
Google Sheets (5)
Google Sheets (5) +
Calendly (5)
Calendly (5) X
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When a payment is created in Xero, record the charge in Stripe and update the user in Intercom
Xero payments immediately log a charge in Stripe and update the corresponding Intercom user profile, keeping your financial records and customer data fully aligned.
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When a sales invoice is created in Xero, create a customer in Stripe and add a lead in Intercom
New Xero invoices automatically establish a customer profile in Stripe and create a lead in Intercom so your sales team can follow up instantly.
I
S
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When a user is created in Intercom, create a customer in Stripe and search for a contact in Xero
New Intercom users instantly generate a Stripe customer record while searching your Xero database for existing billing details.
S
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If a Stripe payment fails, update the user in Intercom and create a bill in Xero
Failed Stripe payments trigger an Intercom user update and generate a billing record in Xero for administrative review.
S
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Use ChatGPT to summarise Stripe payment notes, update the Intercom user, and create a Xero sales invoice
ChatGPT analyses Stripe transaction notes before updating Intercom user records and generating a corresponding Xero sales invoice.
Supported triggers and actions for Intercom and Xero
Mix and match to build the exact automation you need
Intercom Triggers & Actions
Instant
User is unsubscribed in Intercom
Triggers the automation when a user removed from a list
Try it → Instant
User email is updated in Intercom
Triggers the automation when a user's email address is updated
Try it → Instant
Company is created in Intercom
Triggers the automation when a new company is created
Try it → Instant
Conversation is tagged in Intercom
Triggers the automation when a tag is assigned to any conversation
Try it → Instant
Conversation is partially deleted in Intercom
Triggers the automation when parts of a conversation are deleted
Try it → Instant
Conversation is snoozed in Intercom
Triggers the automation when a conversation is paused for later
Try it → Instant
Note is added to conversation in Intercom
Triggers the automation when a new note is added to any conversation
Try it → Instant
Message is created from user or lead in Intercom
Triggers the automation when a message is sent by a user or lead
Try it → Instant
Conversation is assigned to any teammate in Intercom
Triggers the automation when someone is assigned to a conversation
Try it → Instant
Admin initiates conversation in Intercom
Triggers the automation when an admin sends the first message to any user
Try it → Instant
Conversation is closed by admin in Intercom
Triggers the automation when any conversation is marked as closed by the admin
Try it → Instant
Admin opened conversation in Intercom
Triggers the automation when a conversation is opened by an admin
Try it → Instant
User or lead is replied in Intercom
Triggers the automation when a reply is sent to the user or lead
Try it → Instant
Lead is untagged in Intercom
Triggers the automation when the tag attached to any lead is removed
Try it → Instant
Email is added to lead in Intercom
Triggers the automation when email address is added to a lead
Try it → Xero Triggers & Actions
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
Try it → Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
Try it → Sales Invoice is created/updated in Xero
Triggers the automation when a sales invoice is created or updated
Try it → Expense claim receipt is created/updated in Xero
Triggers the automation when any expense claim receipt is created or updated
Try it → Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
Try it → Account is created/updated in Xero
Triggers the automation when an account is created or updated
Try it → Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
Try it → Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
Try it → Bank Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
Try it → What can you automate with Intercom + Xero?
Streamline your customer communications and accounting workflows by automating repetitive tasks between Intercom and Xero.
🔄
Create Xero invoices from new Intercom leads
Automatically generate a sales invoice in Xero the moment a new lead is created in Intercom. Eliminate manual data entry and speed up your billing cycle.
📋
Capture every submitted lead detail
Map all custom form fields and user attributes from Intercom into your Xero contact records instead of just basic names. Your accounting data becomes far more detailed.
🔔
Alert your team instantly on updates
Notify your finance or support team the second a payment is created or a sales invoice is generated. Keep everyone informed without checking multiple dashboards.
🔀
Route records based on submitted criteria
Perform different actions depending on whether an Intercom lead or Xero invoice meets specific thresholds. Direct high-value accounts to specialized workflows.
🔄
Keep financial records up to date
Automatically update user profiles in Intercom whenever a contact or sales invoice changes in Xero. Maintain complete synchronization across platforms.
🔍
Prevent duplicate records with smart search
Search existing contacts in Xero before creating new entries from Intercom activity. Keep your database clean and free of redundant customer profiles.
💳
Handle payment status changes automatically
Manage billing updates smoothly by triggering workflows when Xero payments are created, updated, or modified. Ensure financial accuracy at every stage.
🔗
Extend flows with external messaging tools
Connect your core Intercom and Xero workflow with Slack or Gmail to send instant notifications and follow-up emails. Build powerful multi-app pipelines.
And much more...
Who is Intercom + Xero integration for?
Connecting Intercom and Xero eliminates manual data entry, bridging customer support data with financial records to keep your whole team aligned.
Finance directors
Customer support managers
Client success leads
Operations leads
Sales executives
Accountants
📈
Finance directors
You review financial reports and reconcile accounts every week, but your revenue figures are always delayed because support leads and billing data live in separate systems — this integration means every new invoice and payment syncs instantly and your numbers stay accurate.
⚡
Customer support managers
You need to resolve customer billing inquiries fast, and your team finds out about unpaid invoices too late — automating both apps means support agents see current payment statuses instantly and resolve issues without delays.
🤝
Client success leads
You answer to key accounts that want clear updates on their billing and support history, but gathering records manually takes hours — connecting these apps means every account interaction and invoice record is matched automatically.
📊
Operations leads
The volume of new customer registrations and support tickets is too high for anyone to keep up by hand, leading to missed billing entries — with this integration, every user creation and sales invoice is processed without manual intervention.
🔄
Sales executives
You own the handoff from lead generation to customer billing and depend on support teams to update account statuses upstream — this integration means every new lead in Intercom automatically sets up customer data in Xero.
📁
Accountants
You need a reliable history of customer transactions and keep finding gaps between support conversations and financial ledgers — automating both apps means every transaction and user update flows directly into your books.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Intercom + Xero
Build and manage your Intercom + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Intercom + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Intercom + Xero Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Intercom to Xero?
You can connect Intercom to Xero in 1 click using ready-made templates on Integrately, or ask Integrately AI to build the automation and map the fields for you. Add other tools like Slack, Gmail, or HubSpot whenever your workflow requires it.
Can I automatically create Xero invoices from new Intercom leads?
Can I connect Intercom, Xero, and Slack?
What is a good Zapier alternative for Intercom and Xero?
How are Intercom user updates handled in Xero?
Can I sync Xero payments back to Intercom?
Do I need coding skills to automate Intercom and Xero?
Is the Intercom and Xero integration free?
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