Zapier Pricingīecause Xero is "premium" there is a charge for using Zapier to automate tasks more information at Alternatives Create COS Blog Post Create a blog post in your HubSpot COS blog. Add Contact to List Add a contact to a specific list.
New Form Submission Submits data into a selected HubSpot form. New Enterprise Event This action fires a custom enterprise event.
Hubspot invoicing update#
Create or Update Contact Create a new contact or update an existing contact based on email address. Create Calendar Task Creates a new Calendar Task Create Social Media Message Post a message on one of your social media channels. HubSpot Actions Add Contact to Workflow Enrol a contact in a specific workflow. This will also be triggered when a contact is created with this property. New Contact Property Change Triggered every time a specified property is updated on any contact. New Contact Triggered every time a new contact is created in HubSpot. New Form Submission Triggered every time a new form submission occurs. New Contact in List Triggered every time a contact is added to the specified list. New Calendar Task Triggers When a new Calendar Task is created New Social Media Message Triggered when a message is posted from HubSpot in a selected social media channel. HubSpot Triggers New COS Blog Article Triggered every time a new article is added to your HubSpot COS blog. HubSpot CRM Action Create or Update Contact Create a new contact or update an existing contact based on email address. HubSpot CRM Triggers New Contact Property Change Triggered every time a specified property is updated on any contact. Create Payment Applies a payment to an invoice. Create/Update Contact Creates a new contact or updates a contact if a contact already exists. Create Sales Invoice Creates a new sales invoice (Accounts Receivable). (Accounts Receivable) Xero Actions Create Bill Creates a new bill (Accounts Payable). New Sales Invoice Triggered when you add a new sales invoice. (Accounts Payable) New Payment Triggered when you receive a new payment. New Bill Triggered when you add a new bill.
New Expense Claim Receipt Triggered when you add a new draft expense claim receipt. Xero Triggers New Contact Triggered when you add a new contact. Multiple triggers and actions can be completed in sequence - known as a Zap.Įxample Zap: if a new contact is added (trigger) to Xero then Zapier can add (action) the same contact to HubSpot CRM. When triggered Zapier completes an automated task - known as an Action. Zapier automates tasks whenever there's an event - known as a Trigger. An API is an "Application Programming Interface" which allows different applications to communicate over the internet. Zapier is a 3rd party system that transfers data via the systems' native APIs. The aim is to move relevant data between Xero (accounting system) and HubSpot CRM (Customer Relationship Management) so the team can see the relevant information when communicating with leads and customers.