HubSpot + Xero

Create HubSpot tickets from updated Xero sales invoices

Stay organized and efficient with this workflow that connects Xero and HubSpot. Immediately after any sales invoices are updated in Xero, it generates a corresponding ticket in HubSpot. This process ensures that every financial update gets the proper attention in your customer service pipeline, keeping your business operations seamless and well-coordinated.

Stay organized and efficient with this workflow that connects Xero and HubSpot. Immediately after any sales invoices are updated in Xero, it generates a corresponding ticket in HubSpot. This process ensures that every financial update gets the proper attention in your customer service pipeline, keeping your business operations seamless and well-coordinated.

  1. When this happens...
    XeroXero
    Updated Sales Invoice

    Triggers when a Sales Invoice is updated.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Ticket

    Creates a Ticket in HubSpot.

    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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