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Get Started FreeTriggered when you add a new bill. (Accounts Payable)
Triggered when you add a new contact.
Triggered when an exiting purchase order is updated.
Triggered when you receive a new payment.
Triggered when a new quote is created.
Triggered when you add a new sales invoice. (Accounts Receivable)
Triggered when a purchase order is created.
Triggered when you update an exiting contact.
Triggered when an exiting quote is updated.
Triggered when you update an exiting sales invoice. (Accounts Receivable)
Triggered when an exiting purchase order is updated.
Triggers when a new company is created.
Triggers when a contact is created.
Triggers when a new deal is created
Triggers when a new quote is created
Triggers when a new record is created.
Triggers when a new salesorder is created
Triggers when a new task is created.
Triggers when a existing record is updated.
Transfers money between two bank accounts.
Creates a new bill (Accounts Payable).
Creates a new credit note for a contact.
Creates a new quote draft.
Applies a payment to an invoice.
Creates a new purchase order for a contact.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new item or updates a item if a product already exists.
Creates a new Company.
Creates a new contact.
Creates a new deal.
Creates a new record in custom table.
Updates an existing record.
Triggered when you add a new bill. (Accounts Payable)
Triggered when you add a new contact.
Triggered when an exiting purchase order is updated.
Triggered when you receive a new payment.
Triggered when a new quote is created.
Triggered when you add a new sales invoice. (Accounts Receivable)
Triggered when a purchase order is created.
Triggered when you update an exiting contact.
Triggered when an exiting quote is updated.
Triggered when you update an exiting sales invoice. (Accounts Receivable)
Triggered when an exiting purchase order is updated.
Triggers when a new company is created.
Triggers when a contact is created.
Triggers when a new deal is created
Triggers when a new quote is created
Triggers when a new record is created.
Triggers when a new salesorder is created
Triggers when a new task is created.
Triggers when a existing record is updated.
Transfers money between two bank accounts.
Creates a new bill (Accounts Payable).
Creates a new credit note for a contact.
Creates a new quote draft.
Applies a payment to an invoice.
Creates a new purchase order for a contact.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new item or updates a item if a product already exists.
Creates a new Company.
Creates a new contact.
Creates a new deal.
Creates a new record in custom table.
Updates an existing record.
Choose Xero as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Company Hub as the action app from the list.
Connect your Company Hub account & authenticate it.
Select the data you want to send from Xero to Company Hub & your AI Agent is ready!
New Bill
Create Company
New Bill
Create Contact
New Bill
Create Deal
New Bill
Create Record
New Bill
Update Record
Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.
CompanyHub is a highly customizable CRM that you can customize, write custom logic, and create automated alerts for and more without a single line of code.
The integration between Xero and Company Hub is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Xero with Company Hub, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Xero-Company Hub integration:
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