Automate Intercom & Xero

Stop paying for mismatched spreadsheets. Sync data between Intercom and Xero in real-time, so you can manage your operations without the busywork.

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Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Intercom"]
        T1(["Contact Replied"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Xero"]
        A1(["Add Items to Existing Sales Invoice"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff

When Intercom and Xero operate independently, customer support teams often struggle with tracking payment statuses for clients. For instance, if a customer inquires about an invoice status in Intercom, support agents must manually cross-reference data in Xero, leading to potential errors in communication. This results in wasted hours as agents sift through multiple platforms to find the correct information, ultimately frustrating both the team and the customer.

Top Ways to Automate Intercom & Xero

Automated Customer Onboarding: Streamline the onboarding process by automatically creating Xero invoices from Intercom conversations, ensuring timely billing and a smooth transition for new customers.
Real-Time Financial Updates: Keep your team informed with automatic updates from Xero to Intercom, allowing customer support representatives to access the latest financial information during interactions, enhancing service quality.
Seamless Payment Tracking: Automatically sync payment statuses from Xero into Intercom, enabling your sales and support teams to follow up on outstanding invoices promptly and improve cash flow management.

How to Build the Intercom → Xero Sync

In Intercom, create a webhook that triggers on the 'conversation.closed' event. This webhook should be configured to send a payload containing the user's email and the conversation ID.
Set the webhook URL to your server endpoint, e.g., https://your-server.com/intercom-webhook.
On your server, listen for incoming POST requests at the specified endpoint. Extract the user's email and conversation ID from the JSON payload.
Use the Xero API to create a new invoice entry. Make a POST request to https://api.xero.com/api.xro/2.0/Invoices.
In the body of the POST request, include the extracted user's email in the Contact field and any relevant details from the Intercom conversation in the LineItems field.
Handle the response from Xero to confirm that the invoice was created successfully or log any errors for troubleshooting.

Developer Warnings & API Gotchas

Ensure the user's email in Intercom matches the contact format required by Xero; discrepancies can lead to invoice creation failures.
When mapping conversation details to invoice line items, be cautious of data types; Xero expects specific formats for quantities and prices, which may differ from Intercom's data.
Verify that the conversation ID is not included in the Xero invoice payload, as it may cause conflicts or errors in Xero's data structure.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in Intercom... Contact Replied

Do this in Xero Add Items to Existing Sales Invoice
When this happens in Intercom... Fetch Custom Actions

Do this in Xero Add Note to Invoice
When this happens in Intercom... Lead Added Email

Do this in Xero Add or Update Stock Items
When this happens in Intercom... Lead Added Email (Legacy)

Do this in Xero Allocate Credit Note to Invoice
When this happens in Intercom... Lead Converted to User

Do this in Xero Create Account

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I can see you're looking at mapping Intercom to Xero. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?