HubSpot + Xero

Add HubSpot contacts to a list when new Xero bills are created

Stay organized and keep track of your finances effortlessly with this Xero and HubSpot workflow. Whenever a new bill is created in Xero, a contact will be added to a list in HubSpot. This automation helps you maintain an up-to-date record of your financial contacts, allowing you to manage them effectively and foster better relationships.

Stay organized and keep track of your finances effortlessly with this Xero and HubSpot workflow. Whenever a new bill is created in Xero, a contact will be added to a list in HubSpot. This automation helps you maintain an up-to-date record of your financial contacts, allowing you to manage them effectively and foster better relationships.

  1. When this happens...
    XeroXero
    New Bill

    Triggers when you add a new bill. (Accounts Payable).

    TriggerScheduled
  2. automatically do this!
    HubSpotHubSpot
    Add Contact to List

    Adds a contact to a specific static list. (Marketing Hub Starter plans and above)

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    • Days OverdueRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    • Project State

    Trigger
    Scheduled
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    • OrganizationRequired

    • Status

    Trigger
    Scheduled
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    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
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hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
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Related categories

  • Marketing Automation

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xero logo
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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