Xero App Integration Sync Fail Notification Workflow

Hey @DLiprini, thanks for following up!

Currently, there isn’t a built-in “Xero invoice sync failed” property available in HubSpot that can be used as a workflow trigger with the current Xero by HubSpot Data Sync integration. The sync failure message you see on the invoice preview card is part of the Integrations sync card (sync health view), rather than a standard invoice property.

The property “External Invoice Status” may sound like a fit, but it’s actually associated with the legacy Xero integration, so it doesn’t apply to the current Data Sync app.

With Sales Pro and Data Hub Starter, your best native option is to keep an eye on sync activity and issues by navigating to Connected Apps > Xero > CRM syncs.

If you’re looking to receive automated notifications for sync errors, you might consider a custom solution.

Many users set up middleware or a custom process that detects sync failures and writes them back to a custom property in HubSpot, making automated workflow triggers possible!

You might want to take a look at these similar topics:

Let’s consult with our Top Experts: Hi @MichaelMa and @evaldas can you think of a workaround to help @DLiprini, please?

Thanks so much and have a lovely weekend!
Bérangère

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