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Housecall Pro Xero Integration

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Appy Pie Automate allows you to Integrate Housecall Pro with Xero using AI Agents

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Simplify Housecall Pro Xero Integration with seamless setup

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

View all (30) Triggers (16) Actions (14)

New Completed Job

Triggers when a job is completed.
New Contact

Triggers when create a new contact.
New Estimate Instant

Triggers when a new estimate is created (Applicable for MAX plan)
New Scheduled Job

Triggers when a job is scheduled.
Updated Estimate Instant

Triggers when a new estimate is updated (Applicable for MAX plan)
New Bill

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

Triggered when you add a new contact.
New Or Updated Purchase Order

Triggered when an exiting purchase order is updated.
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.
Create Customer

Creates a new customer
Create Customer Address

Creates a Customer Address
Create Estimate

Creates a new estimate (Applicable for MAX plan)
Create Job

Creates a new job
Update Job Schedule

Updates job schedule
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.

New Completed Job

Triggers when a job is completed.
New Contact

Triggers when create a new contact.
New Estimate Instant

Triggers when a new estimate is created (Applicable for MAX plan)
New Scheduled Job

Triggers when a job is scheduled.
Updated Estimate Instant

Triggers when a new estimate is updated (Applicable for MAX plan)
New Bill

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

Triggered when you add a new contact.
New Or Updated Purchase Order

Triggered when an exiting purchase order is updated.
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.

Create Customer

Creates a new customer
Create Customer Address

Creates a Customer Address
Create Estimate

Creates a new estimate (Applicable for MAX plan)
Create Job

Creates a new job
Update Job Schedule

Updates job schedule
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.

Integrate Housecall Pro with Xero

How Housecall Pro and Xero Integrations Work

Follow the steps below to start setting up your Housecall Pro integrations using Appy Pie Automate:

Step 1: Select Trigger

Choose Housecall Pro as the trigger app, select event, authenticate & successfully Test
Step 2: Select Action

After completing the trigger test, select Xero as the action app from the list.
Step 3: Authenticate

Connect your Xero account & authenticate it.
Step 4: Setup & Test

Select the data you want to send from Housecall Pro to Xero & your AI Agent is ready!

Housecall Pro and Xero Integration

Choose the app you want to Integrate with Housecall Pro and Xero

Popular Templates for Housecall Pro and Xero Integration

Discover our most popular templates, designed to simplify and optimize your automation processes

Create Bank Transfer to Xero from New Completed Job in Housecall Pro

When this happens:

New Completed Job
Then do this:

Create Bank Transfer

Use template for free

Create Bill to Xero from New Completed Job in Housecall Pro

When this happens:

New Completed Job
Then do this:

Create Bill

Use template for free

Create Credit Note to Xero from New Completed Job in Housecall Pro

When this happens:

New Completed Job
Then do this:

Create Credit Note

Use template for free

Create New Quote Draft to Xero from New Completed Job in Housecall Pro

When this happens:

New Completed Job
Then do this:

Create New Quote Draft

Use template for free

Create Payment to Xero from New Completed Job in Housecall Pro

When this happens:

New Completed Job
Then do this:

Create Payment

Use template for free

Streamline Your Workflow with Appy Pie Automation

Frequently Asked Questions

What Is Housecall Pro?

Housecall Pro is a top rated software to run your home service business. We make it easy to schedule, dispatch, estimate, invoice, accept credit cards and get booked online by customers.
What Is 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.
How Housecall Pro and Xero Integrations Work?
The integration between Housecall Pro and Xero is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Housecall Pro and Xero. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
Is the Integration Between Housecall Pro and Xero secure?
While assessing the security of integrating Housecall Pro with Xero, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Housecall Pro-Xero integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Housecall Pro and Xero integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.

Page reviewed by Abhinav Girdhar | Last Updated on January 19, 2025, 9:22 am

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