Captured price + scope create a Xero quote ready to send.
Every call your AI agent takes flows into Xero with the full context: caller info, what they asked about, how they sounded, and what happened. Catch it in Zapier or n8n and route it however you want.
One webhook out of RevSquared, then any number of Zaps that route it to Xero. Here's what teams build.
Captured price + scope create a Xero quote ready to send.
Caller info creates a Xero contact ready for invoicing.
Captured services create a Xero invoice draft for the bookkeeper to review.
Balance questions route to the bookkeeper or accountant immediately.
Connect Zapier once in RevSquared. From then on every call posts a full JSON payload — build as many Zaps as you want.
In Zapier, create a new Zap. Pick “Webhooks by Zapier” → “Catch Hook”. Copy the webhook URL Zapier gives you.
In your RevSquared dashboard, open the Zapier integration and paste the URL. One connection covers every future call.
Make a test call (or use the test-payload button). Zapier receives the JSON and shows you the structure to map.
In the same Zap, add Xero as the next step. Pick an action, map the webhook fields into Xero, and turn it on.
Drop new callers into Xero as contacts.
Phone-quoted prices create Xero quotes ready to send.
Booked services create Xero invoice drafts for review.
Tag calls by job so the right line items hit the right invoice.
Auto-categorize call-related expenses.
Repeat callers update existing Xero records.
One Zapier integration. Paste your Catch Hook URL and every billable call posts to it.
Different Zaps for contacts, quotes, invoices, expense tracking.
Webhook fires within seconds so today's calls hit today's books.
Your AI answers emergency and maintenance calls 24/7 so your techs stay on the job.
See the pageBurst pipe at 2am? Your AI picks up first and books the job before your competitor does.
See the pageElectrical emergencies don't wait. Your AI catches every call while your electricians work safely on-site.
See the pageStorm season doesn't wait. Your AI captures damage leads, books inspections, and qualifies insurance claims 24/7.
See the pageBuild a Zap once. Every future call lands where it needs to go automatically.