Connected via Zapier \u00b7 n8n

RevSquared + Xero. Calls become invoices.

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.

  • Webhook-based
  • Works with any Zapier or n8n flow
  • Full call payload
  • Setup in ~5 minutes
Connected via
XeroXero
  • Webhooks by Zapier
  • n8n webhook node
  • Full JSON payload per call
  • Fires within seconds of call end
Common workflows

Build the Zaps your books need.

One webhook out of RevSquared, then any number of Zaps that route it to Xero. Here's what teams build.

Quote on call
XeroXero quote

Captured price + scope create a Xero quote ready to send.

New contact
XeroXero contact

Caller info creates a Xero contact ready for invoicing.

Invoice request
XeroXero invoice draft

Captured services create a Xero invoice draft for the bookkeeper to review.

Payment question
XeroBilling alert

Balance questions route to the bookkeeper or accountant immediately.

How to connect

One webhook. Any Zap you want.

Connect Zapier once in RevSquared. From then on every call posts a full JSON payload — build as many Zaps as you want.

  1. 01

    Start a Zap with Catch Hook

    In Zapier, create a new Zap. Pick “Webhooks by Zapier” → “Catch Hook”. Copy the webhook URL Zapier gives you.

  2. 02

    Paste it into RevSquared once

    In your RevSquared dashboard, open the Zapier integration and paste the URL. One connection covers every future call.

  3. 03

    Fire a test call

    Make a test call (or use the test-payload button). Zapier receives the JSON and shows you the structure to map.

  4. 04

    Add Xero as the action

    In the same Zap, add Xero as the next step. Pick an action, map the webhook fields into Xero, and turn it on.

What you get

What you can build.

01

Auto-create contacts

Drop new callers into Xero as contacts.

02

Generate quotes

Phone-quoted prices create Xero quotes ready to send.

03

Draft invoices

Booked services create Xero invoice drafts for review.

04

Track project codes

Tag calls by job so the right line items hit the right invoice.

05

Categorize expenses

Auto-categorize call-related expenses.

06

Sync recurring contacts

Repeat callers update existing Xero records.

Why teams pick RevSquared for Xero

The honest way to wire RevSquared into your Xero.

1 hookup
Connect once

One Zapier integration. Paste your Catch Hook URL and every billable call posts to it.

Many Zaps
Route however

Different Zaps for contacts, quotes, invoices, expense tracking.

Real-time
Not batched

Webhook fires within seconds so today's calls hit today's books.

Common questions

Everything else you'd want to know.

  • No. RevSquared has one generic Zapier integration. You paste one Catch Hook URL into it and you're done on the RevSquared side. The Xero part lives entirely inside the Zap you build in Zapier.
Pairs well with

Other integrations operators run alongside Xero.

Stop typing quotes into Xero. Every billable call becomes a quote or invoice draft.

Build a Zap once. Every future call lands where it needs to go automatically.