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Salesforce

Salesforce and Xero Integration

Automate invoicing and payment processing. Connect Salesforce and Xero. Run workflows.

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Popular Integrations

  • Salesforce Xero

    Add Or Update a Contact in Xero on a New Contact in Salesforce

  • Salesforce Xero

    Add Or Update a Contact in Xero on a New Lead in Salesforce

  • Xero Salesforce

    Add or Update a Contact in Salesforce on a New or Modified Contact in Xero

  • Xero Salesforce

    Add or Update a Lead in Salesforce on a New or Modified Contact in Xero

  • Salesforce Xero

    Add Or Update a Contact in Xero on a New Custom Object in Salesforce

  • Salesforce Xero

    Add Or Update a Contact in Xero on a Updated Contact in Salesforce

  • Xero Salesforce

    Add a Note in Salesforce on a New or Modified Contact in Xero

  • Salesforce Xero

    Add Or Update a Contact in Xero on a Updated Lead in Salesforce

Looking for something else?

Create your own Integration

Connect Salesforce and Xero the way you want. Start by selecting the trigger and action events listed here.

When This Happens

TRIGGERS
  • Salesforce

    New Contact

    Triggers when there is a new Contact
  • Salesforce

    New Custom Object

    Triggers when there is a new Custom Object (of the type selected) is created
  • Salesforce

    New Lead

    Triggers when there is a new Lead
  • Salesforce

    Updated Opportunity

    Triggers when an existing Opportunity is updated
  • Salesforce

    New Opportunity

    Triggers when there is a new Opportunity
  • Salesforce

    New Task

    Triggers when there is a new Task
  • Salesforce

    New Account

    Triggers when there is a new Account
  • Salesforce

    Updated Opportunity Property

    Triggers when an existing Opportunity's property is updated
  • Salesforce

    New Event

    Triggers when there is a new Event
  • Salesforce

    Updated Lead

    Triggers when an existing Lead is updated
  • Salesforce

    Updated Account

    Triggers when an existing Account is updated
  • Salesforce

    Updated Custom Object

    Triggers when an existing Custom Object is updated
  • Salesforce

    Updated Contact

    Triggers when an existing Contact is updated
  • Salesforce

    Updated Contact Property

    Triggers when an existing Contact's property is updated
  • Salesforce

    Updated Account Property

    Triggers when an existing Account's property is updated
  • Salesforce

    New Case

    Triggers when there is a new Case
  • Salesforce

    New Note

    Triggers when there is a new Note
  • Salesforce

    Updated Opportunity Stage

    Triggers when an existing Opportunity's Stage is changed
  • Salesforce

    New Case Comment

    Triggers when there is a new Comment on a Case
  • Xero

    New or Modified Contact

    Triggers when a new contact is created or an existing one is modified
  • Xero

    New Overpayment

    Triggers when a new overpayment is generated
  • Xero

    New Payment

    Triggers when a new payment is added to xero
  • Xero

    Invoice Status Change

    Triggers when a the status of the sales invoice changes to a particular value
  • Xero

    New Sales Invoice

    Triggers when a new sales invoice is added to xero
  • Xero

    New Invoice Line Item

    Triggers when there is a Invoice, for each line item. If there is an order with 5 line items, the Bot will run 5 times, each time with details of one line item.
  • Xero

    New Purchase Order

    Triggers when a new purchase order is added to xero
  • Xero

    Invoice Overdue

    Triggers when the invoice is overdue by a specified number of days
  • Xero

    New Bill

    Triggers when a new bill is added to xero

Do this

ACTIONS
  • Xero

    Add Or Update a Contact

    Create or Update a Contact
  • Xero

    Search Contact

    Search A Contact Based On Contact ID Or Email Address
  • Xero

    Add a Payment

    Apply payments to approved AR and AP invoices
  • Xero

    Add a Sales Invoice

    Create a new Sales Invoice
  • Xero

    Add a Bill

    Creates a new Bill
  • Xero

    Add a Purchase Order

    creates a new purchase order
  • Xero

    Search Invoices

    search invoices based on invoice id or invoice number
  • Xero

    Add Line Item To Sales Invoice

    Add a new line item to an existing sales invoice
  • Xero

    Search An Item

    search a item/product with its name or id
  • Salesforce

    Add or Update a Contact

    Creates a new Contact or updates an existing Contact
  • Salesforce

    Add or Update a Lead

    Creates a new Lead or updates an existing Lead
  • Salesforce

    Add or Update an Account

    Creates a new Account or updates an existing Account
  • Salesforce

    Add or Update a Custom Object

    Creates a new Custom Object or updates an existing Custom Object
  • Salesforce

    Add or Update an Event

    Creates a new Event or updates an existing Event
  • Salesforce

    Add a Note

    Creates a new Note
  • Salesforce

    Add or Update an Opportunity

    Creates a new Opportunity or updates an existing Opportunity
  • Salesforce

    Add or Update a Task

    Creates a new Task or updates an existing Task
  • Salesforce

    Add a Campaign Member

    Creates a new Campaign Member (Existing Lead or Contact)
  • Salesforce

    Add or Update a Case

    Creates a new Case or updates an existing Case
  • Salesforce

    Search a User

    Search Users
  • Salesforce

    Get Account of a Contact

    Get Accountof a Contact
  • Salesforce

    Add a Call Log

    Creates a new Call log
  • Salesforce

    Get Contacts for a Opportunity

    Get Contacts for Opportunity
  • Salesforce

    Search an Account

    Search Accounts
  • Salesforce

    Search a Task

    Search Tasks
  • Salesforce

    Search an Opportunity

    Search Opportunities
  • Salesforce

    Search a Contact

    Search Contacts
  • Salesforce

    Search a Custom object

    Search Custom Objects
  • Salesforce

    Search an Event

    Search Events
  • Salesforce

    Search a Lead

    Search Leads
  • Salesforce

    Get Opportunities of a Contact

    Get Opportunity for Contact
  • Salesforce

    Search a Folder

    Search Folders
  • Salesforce

    Search a Case

    Search Cases
  • Salesforce

    Search a Campaign

    Search Campaigns

Let's Integrate

Create your custom integration by selecting the Trigger event and Action to be performed.

Run Workflows

Typeform
Wufoo
Google Forms

Forms

Salesforce Workflow
Xero Workflow
Gmail
Office 365
Zoho Mail

Email

Connect Salesforce and Xero with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

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