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How to Integrate xero & Housecall Pro

Automate your business. Connect xero to Housecall Pro and sync data automatically without writing code.

Popular Automation Workflows

Here are the most powerful ways businesses connect these two platforms:

When: New Account → Then: Create Customer
When: New Bank Account → Then: Create Customer

xero Triggers

Events that happen in xero to start an automation.

  • Trigger
    New Account
    New Account
  • Trigger
    New Bank Account
    New Bank Account
  • Trigger
    New Bank Transaction
    New Bank Transaction
  • Trigger
    New Bill
    New Bill
  • Trigger
    Branding Theme
    Branding Theme
  • Trigger
    New Contact (Legacy)
    New Contact (Legacy)
  • Trigger
    New Contact
    New Contact
  • Trigger
    New Credit Note
    New Credit Note
  • Trigger
    New Currency
    New Currency
  • Trigger
    New Emailable invoice
    New Emailable invoice
  • Trigger
    New Employee
    New Employee
  • Trigger
    New Group
    New Group
  • Trigger
    New Inventory accounts
    New Inventory accounts
  • Trigger
    New Invoice (legacy)
    New Invoice (legacy)
  • Trigger
    New Item
    New Item
  • Trigger
    List BankTransfers
    List BankTransfers
  • Trigger
    List Contacts
    List Contacts
  • Trigger
    List Employees
    List Employees
  • Trigger
    List Invoices
    List Invoices
  • Trigger
    List ManualJournals
    List ManualJournals
  • Trigger
    New List organizations
    New List organizations
  • Trigger
    List Payroll Calendars
    List Payroll Calendars
  • Trigger
    List Purchase Orders
    List Purchase Orders
  • Trigger
    List RepeatingInvoices
    List RepeatingInvoices
  • Trigger
    List Super Funds
    List Super Funds
  • Trigger
    New Invoice
    New Invoice
  • Trigger
    New Report
    New Report
  • Trigger
    Overdue Sales Invoice
    Overdue Sales Invoice
  • Trigger
    New Payable accounts
    New Payable accounts
  • Trigger
    New Payment
    New Payment
  • Trigger
    New Payslip
    New Payslip
  • Trigger
    New Project
    New Project
  • Trigger
    New Purchase Order
    New Purchase Order
  • Trigger
    New Quote
    New Quote
  • Trigger
    New Expense Claim Receipt
    New Expense Claim Receipt
  • Trigger
    New Reconciled Payment
    New Reconciled Payment
  • Trigger
    New Sales Invoice (Legacy)
    New Sales Invoice (Legacy)
  • Trigger
    New Sales Invoice
    New Sales Invoice
  • Trigger
    New Tax Rate
    New Tax Rate
  • Trigger
    New Tracking category
    New Tracking category
  • Trigger
    New Tracking category v2
    New Tracking category v2
  • Trigger
    New or Updated Contact
    New or Updated Contact
  • Trigger
    Updated Employee
    Updated Employee
  • Trigger
    Updated Invoice (Legacy)
    Updated Invoice (Legacy)
  • Trigger
    Updated Sales Invoice
    Updated Sales Invoice
  • Trigger
    Updated Quote
    Updated Quote
  • Trigger
    Fetch Custom Actions
    Fetch Custom Actions

Housecall Pro Actions

What Housecall Pro will do automatically when triggered.

  • Action
    Create Customer
    Create Customer
  • Action
    Create Customer
    Create Customer

Don't want to build this yourself?

Get matched with a vetted automation agency to set up xero + Housecall Pro for your business.