HappyFox Xero

Add billing comments when payments arrive

When a payment is received in Xero, automatically add a ticket comment in HappyFox to inform support staff that the account is paid.

Try:

See all HappyFox + Xero integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

HappyFox Explore HappyFox →

Triggers
New ticket or conversation

Fires when a new support ticket or chat conversation starts in HappyFox.

Ticket status changed

Fires when a ticket's status changes in HappyFox.

Ticket assigned

Fires when a ticket in HappyFox is assigned to an agent.

SLA breached

Fires when a ticket in HappyFox breaches its response SLA.

Actions
Create ticket

Creates a new ticket in HappyFox.

Update ticket status

Updates a ticket's status in HappyFox.

Assign ticket

Assigns a ticket in HappyFox to an agent.

Reply to a ticket or chat

Posts a reply or internal note on a ticket or conversation in HappyFox.

Xero Explore Xero →

Triggers
New invoice created

Fires when a new invoice is created in Xero.

Payment received

Fires when a payment is recorded in Xero.

Invoice overdue

Fires when an invoice in Xero passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Xero.

Actions
Create invoice

Creates a new invoice in Xero.

Record payment

Records a payment against an invoice in Xero.

Create expense

Creates a new expense entry in Xero.

Sync customer record

Syncs a customer's billing record in Xero.

Open support tickets for overdue accounts When an invoice becomes overdue in Xero, automatically create a ticket in HappyFox so finance agents can resolve the payment issue. See details
Invoice clients upon ticket resolution When a ticket status is changed in HappyFox, automatically create an invoice in Xero for billable technical services. See details

See all HappyFox + Xero integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Add billing comments when payments arrive” between HappyFox and Xero?

Yes — describe it in the box above and Knit's Integrations Agent researches HappyFox and Xero's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Xero and HappyFox streamline billing support?

Support agents can see accounting updates directly in HappyFox, while overdue invoices in Xero can automatically create tickets for payment resolution.

Can resolving a support ticket initiate customer invoicing?

Yes, when a billable support ticket status changes in HappyFox, an invoice can automatically be created in Xero for the time spent.

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