Connect HappyFox Chat and Xero

Both apps 41HappyFox Chat 11Xero 30

• Trigger
  Finished Chat

  Triggered when a chat in HappyFox Chat ends and its transcript is created.

• Trigger
  New Missed Chat

  Triggered when a chat in HappyFox Chat ends without an agent answering it.

• Trigger
  New Offline Message

  Triggered when a visitor leaves an offline message in HappyFox Chat.

• Action
  Get agent

  Returns one HappyFox Chat agent by ID, with their name, display name, email, timezone and permissions.

• Action
  Get department

  Returns one HappyFox Chat department by ID, with its name, chat profile and assigned agents.

• Action
  List agents

  Returns the agents on your HappyFox Chat account, with their names, emails, timezones and permissions.

• Action
  List canned responses

  Returns the canned responses on your HappyFox Chat account, with their text and the shortcuts agents type to insert them.

• Action
  List departments

  Returns the departments on your HappyFox Chat account, with their names and the agents assigned to each.

• Action
  List offline messages

  Returns the offline messages visitors left in HappyFox Chat while no agent was available.

• Action
  List transcripts

  Returns chat transcripts from HappyFox Chat, optionally narrowed by agent, visitor, department, chat profile or date range.

• Action
  List visitors

  Returns the visitors known to your HappyFox Chat account, with their contact details and browsing information.

• Trigger
  New bill

  Triggered when a new bill (ACCPAY) is added.

• Trigger
  New or updated contact

  Triggered when a contact is created or updated.

• Trigger
  New payment

  Triggered when a new payment is received.

• Trigger
  New sales invoice

  Triggered when a new sales invoice (ACCREC) is added.

• Action
  Add account

  Create a chart of accounts entry.

• Action
  Add credit note

  Create a credit note.

• Action
  Add item

  Create an inventory/sales item.

• Action
  Add purchase order

  Create a purchase order.

• Action
  Add quote

  Create a quote.

• Action
  Create bank transaction

  Create a spend or receive money bank transaction.

• Action
  Create bill

  Create a new bill (Accounts Payable, Type=ACCPAY).

• Action
  Create or update contact

  Create a new contact or update an existing one.

• Action
  Create payment

  Create a payment against an approved invoice.

• Action
  Create sales invoice

  Create a new sales invoice (Accounts Receivable, Type=ACCREC).

• Action
  Find contact by email

  Find a contact by email address.

• Action
  Get contact

  Retrieve a single contact by ContactID.

• Action
  Get invoice

  Retrieve a single invoice by InvoiceID.

• Action
  Get quote

  Returns one quote by its id, with its contact, status, line items and totals.

• Action
  List accounts

  Retrieve the chart of accounts.

• Action
  List bank transactions

  List bank transactions.

• Action
  List contacts

  Retrieve contacts from Xero.

• Action
  List credit notes

  List credit notes.

• Action
  List invoices

  Retrieve sales invoices and bills.

• Action
  List items

  List items.

• Action
  List organisations

  Retrieve organisation details for the connected Xero tenant.

• Action
  List payments

  Retrieve payments.

• Action
  List purchase orders

  List purchase orders.

• Action
  List tax rates

  List tax rates.

• Action
  Update contact

  Update a contact by id.

• Action
  Update invoice

  Update a draft/submitted invoice.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.