HubSpot + Xero

Create sales invoices in Xero for new contacts in HubSpot lists

Easily manage your sales invoicing process when new contacts are added to your HubSpot list. With this automation, whenever a new contact is added to a specified HubSpot list, a sales invoice will be created in Xero. This workflow streamlines your invoicing, saves time, and ensures accurate billing to newly added contacts.

Easily manage your sales invoicing process when new contacts are added to your HubSpot list. With this automation, whenever a new contact is added to a specified HubSpot list, a sales invoice will be created in Xero. This workflow streamlines your invoicing, saves time, and ensures accurate billing to newly added contacts.

  1. When this happens...
    HubSpotHubSpot
    New Contact in List

    Triggers when a contact is added to the specified list. (Marketing Hub Starter plans and above).

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite
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Supported triggers and actions

    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Property NameRequired

    Trigger
    Instant
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Event Type

    Trigger
    Scheduled
    Try It
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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

  • Marketing Automation

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xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
Learn more

Related categories

  • Accounting

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