Helpwise + Xero Integration

Connect Helpwise to Xero - Automate your workflows in 1-click

Helpwise automations help you send reminders or follow-ups to team members, improve communication workflows, and enhance customer experiences. Set up Xero automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. And automate all the repetitive tasks between Helpwise & Xero using Integrately.

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For Helpwise + Xero Integration

Just click on the workflow you want to automate

Send Helpwise email for new Xero contact

Anytime a new contact is added to your Xero, automatically send them a email through Helpwise letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Xero - Helpwise integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!

Activate

Send Helpwise email for new Xero account

Xero + Helpwise Integration

Activate

Send Helpwise email for new Xero payment

Xero + Helpwise Integration

Activate

1of1

Create Your Own Helpwise & Xero Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Tag is applied in conversation in Helpwise
Triggers the automation whenever a tag is added
Instant
Conversation is created in Helpwise
Triggers the automation whenever a new conversation is created
Instant
Conversation is assigned in Helpwise
Triggers the automation whenever someone is assigned to a conversation
Instant
Note is added in conversation in Helpwise
Triggers the automation whenever a new note is added to any conversation
Instant
Conversation is re-opened in Helpwise
Triggers the automation whenever a closed conversation is re-opened
Instant
Conversation is closed in Helpwise
Triggers the automation whenever any conversation is marked as completed
Instant
Conversation is deleted in Helpwise
Triggers the automation whenever any conversation is removed from the system
Instant
Reply from customer in Helpwise
Triggers the automation whenever a customer replies
Instant
Reply from agent in Helpwise
Triggers the automation whenever an agent replies
Instant
Contact is created/updated in Xero
Triggers the automation whenever a supplier contact is created or updated
Contact (supplier) in Xero
Automatically generates a bank transaction
Sales Invoice is created/updated in Xero
Triggers the automation whenever a sales invoice is created or updated
Expense claim receipt is created/updated in Xero
Triggers the automation whenever any expense claim receipt is created or updated
Payment is created/updated in Xero
Quote is created/updated in Xero
Triggers the automation whenever a quote is created or updated
Account is created/updated in Xero
Automatically attach files or documents to contact profiles
Item is created/updated in Xero
Triggers the automation whenever a new journal is added
Purchase Order is created/updated in Xero
Triggers the automation whenever a purchase order is created or updated
Bill is created/updated in Xero
Triggers the automation whenever a contact is created or updated
Bank Transfer is created in Xero
Triggers the automation whenever a bank transfer occurs
Journal is created in Xero
Triggers the automation whenever a payment is created or updated
Bank Transaction is created/updated in Xero
Triggers the automation whenever a bank transaction is created or updated
User is created/updated in Xero
Triggers the automation whenever a user is created or updated

Send email in Helpwise
Automatically sends an email to a recipient
Send WhatsApp message in Helpwise
Automatically sends a message via WhatsApp
Add comment in Helpwise
Automatically adds a comment to a record
Search thread in Helpwise
Automatically searches for a thread
Search thread by ID in Helpwise
Automatically searches for a thread by ID
Send SMS in Helpwise
Automatically sends a text message to particular recipients
Search contacts in Helpwise
Automatically finds and retrieves contact information
Get online invoice URL in Xero
Update invoice items in Xero
Automatically updates the items in an invoice
Create item code in Xero
Automatically generates new unique item code
Add attachment to purchase order in Xero
Automatically uploads and attach files to purchase orders
Add attachment to contact in Xero
Create task in Xero
Automatically creates a new task
Create project in Xero
Automatically generates a purchase order for approved requests
Add attachment to invoice in Xero
Automatically attach files to generated invoices for easy reference
Create sales invoice in Xero
Automatically generates a new sales invoice with pre-filled details
Create sales invoice for existing contact in Xero
Automatically generates a new sales invoice for an existing contact
Search sales invoice in Xero
Get sales invoice by id in Xero
Automatically retrieves a sales invoice using the unique invoice ID
Create contact in Xero
Automatically adds a new contact to the database
Search contact by email address in Xero
Automatically find information about a contact using the name
Search contact by name in Xero
Automatically locate and retrieve particular item information
Update contact in Xero
Automatically updates contact information with new details
Search contact by account number in Xero
Automatically retrieves contact information based on the provided account number
Create payment in Xero
Automatically creates a new project
Create quote in Xero
Automatically generates a new quote with pre-filled information
Create bill in Xero
Automatically generates a new bill for the customer
Create purchase order in Xero
Add items to existing sales invoice in Xero
Automatically adds selected items to an existing sales invoice
Send sales invoice by email in Xero
Automatically sends a sales invoice by email
Search item in Xero
Automatically searches for a sales invoice
Create bank transfer in Xero
Automatically initiate a bank transfer
Create credit note in Xero
Automatically generates a credit note for returned items
Create bank transaction in Xero
Search account in Xero
Automatically searches for account information

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Helpwise & Xero In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Helpwise or Xero With 1200+ Other Apps

Helpwise lets you manage all your shared inboxes in one place. It provides a complete overview of all your team's emails and enables you to collaborate with your team members, assign tasks, and organize email conversations.

See Helpwise Integrations

Xero lets you do your books from anywhere - on the go, at home or in a store. It's easy to track and manage your business finances with critical accounting features that automatically update so you always know where you stand.

See Xero Integrations