Connect Intercom and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Adds Email Address
Conversation Is Closed
New Company Created
Admin Initiates Message to User
New Ticket Created
Contact Unsubscribes From Emails
New User Created
Tag Added to Conversation
Tag Added to Lead
User Is Tagged
Contact Is Updated
Admin Activity Log Event Created
New Lead Created
Admin Away Mode Is Updated
Admin Logged In
Admin Logs Out
Company Attached To Contact
Company Detached From Contact
Company Deleted
Company Updated
Contact Archived
Contact Is Deleted
Contact Email Updated
Tag Removed From Lead
Lead Is Updated
Contact Subscribes to Email
Contact Unarchived
Contact Unsubscribed From Email
User Untagged
Conversation Assigned to Any Teammate
Note Is Added to Conversation
Open Conversation Assigned To Teammate
Conversation Opened by Admin
Teammate Replies
Conversation Snoozed
Contact Added to Conversation
Contact Removed From Conversation
Conversation Is Deleted
Conversation Priority Updated
User Subscribes to Message Type
User Unsubscribes From Message Subscription Type
Admin Is Assigned to Ticket
Teammate Replies to Ticket
Ticket Attribute Updated
Ticket Contact Is Attached
Ticket Contact Detached
Note Added to Ticket
Ticket State Changes
Team Assigned to Ticket
Choose an Action
Automatically do this!
Create or Update Contact
Create Project
Create Purchase Order
Create New Quote
Find a Purchase Order
Find Invoice
Find Contact
Add Note to Invoice
Add Stock Items
Create Bank Transfer
Create an Xero Invoice
Get Balance Sheet
Get Report of Profit and Loss
Ready to use Intercom and Xero automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Adds Email Address
Runs when Lead Adds Email Address
Conversation Is Closed
Runs when conversation is closed
New Company Created
Runs when new company is created
Admin Initiates Message to User
Runs when Admin Initiates Message to User
New Ticket Created
Runs when new ticket is created
Contact Unsubscribes From Emails
Runs when Contact Unsubscribes From Emails
Do thisActions
Action is the task that follows automatically within your Intercom integrations.
List All Tags
List All Tags
Add Tag to Contact
Add a tag to contact
Get contacts
Find Companies
Finds an existing companies.
Create User
Create a new User
Find Lead
Retrieve an Intercom contact: returns a lead when searching by email or contact ID, or the contact matching an external user ID.
Know More About Intercom and Xero Integrations
Top 5 ways to Automate Xero with viaSocket
Learn the top 5 Xero automation workflows with viaSocket to streamline invoicing, CRM data, inventory sync, team updates, and secure data backup.
Accounting Automation Guide
Master accounting automation with this guide with examples. Explore top tools, steps, and tips to save time, reduce errors, and streamline finances in 2025.
How to Automate Xero
Learn how to automate Xero and connect it with apps like Google Sheets, Shopify, Slack, and Mailchimp via viaSocket. Explore pricing and practical integration ideas to streamline accounting.
Supercharge Your Invoicing with viaSocket
Streamline your invoicing process with viaSocket. Experience efficiency and accuracy in billing, ensuring timely payments and improved cash flow.
Reducing Common Xero Mistakes: viaSocket Automations to Eliminate Reconciliation Errors
Frequently Asked Questions
To start, connect both your Intercom and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in Intercom triggers actions in Xero (or vice versa).
Absolutely. You can customize how Intercom data is recorded in Xero. This includes choosing which data fields go into which fields of Xero, setting up custom formats, and filtering out unwanted information.
The data sync between Intercom and Xero typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Intercom and Xero. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Intercom
Intercom is a customer messaging platform that helps businesses connect with their customers through live chat, bots, and personalized messaging. It enables companies to improve customer support, drive engagement, and increase sales by providing a seamless communication experience.
Learn MoreAbout Xero
Xero is a cloud-based accounting software platform for small and medium-sized businesses. It connects business owners with their financial data and advisors anytime, anywhere, on any device.
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