Xero Live Chat Integration using AI Agents

Appy Pie Automate allows you to Integrate Xero with Live Chat using AI Agents

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About Xero

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.

About Live Chat

Our Live Chat Website stands at the forefront of modern communication technology, offering a comprehensive solution for businesses and individuals seeking a streamlined, real-time communication experience. With its user-friendly interface, multi-channel support, customization options, and robust security measures, the platform is designed to meet the diverse needs of users in the digital age. Whether it's improving customer support, enhancing team collaboration, increasing sales, or connecting with a global audience, our Live Chat Website is poised to redefine the way we communicate and collaborate in the 21st century.

Live Chat Integrations
Simplify Xero Live Chat Integration with seamless setup

Easily set up Xero Live Chat Integration without coding. Start automating your workflows and Integrate Xero with Live Chat today.

  • Triggers
  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

  • New purchase order

    Triggered when a purchase order is created.

  • Updated Contact

    Triggered when you update an exiting contact.

  • Updated Quote

    Triggered when an exiting quote is updated.

  • Updated Sales Invoice

    Triggered when you update an exiting sales invoice. (Accounts Receivable)

  • Updated purchase order

    Triggered when an exiting purchase order is updated.

  • Chat Changed

    Triggers when a new chat is changed.

  • Finished Chat

    Triggers when a chat is finished.

  • New Chat

    Triggers when a new chat started.

  • New Incoming Chat

    Triggers when a chat comes with a new thread even in queue.

  • Actions
  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

  • Ban Customer

    Ban a customer

  • Create Customer

    Create a customer.

  • Transfer Chat

    Transfer a chat.

  • Update Customer

    Update a customer.

How Xero and Live Chat Integrations Work

  1. Step 1: Choose Xero as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Live Chat as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Xero to Live Chat.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on September 15, 2024, 7:10 pm
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