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Salesforce

Salesforce and Xero Integration

Generate invoices and automatically process payments in Xero. Sync contact data, manage deal flow and automate your sales pipeline in Salesforce. Do much more by connecting Salesforce and Xero.

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Popular Integrations

  • Salesforce - New Contact Xero - Add Or Update a Contact

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

  • Salesforce - New Lead Xero - Add Or Update a Contact

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

  • Xero - New or Modified Contact Salesforce - Add or Update a Contact

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

  • Xero - New or Modified Contact Salesforce - Add or Update a Lead

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

  • Salesforce - New Custom Object Xero - Add Or Update a Contact

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

  • Salesforce - Updated Contact Xero - Add Or Update a Contact

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

  • Xero - New or Modified Contact Salesforce - Add a Note

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

  • Salesforce - Updated Lead Xero - Add Or Update a Contact

    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

    New Contact

    Triggers when there is a new Contact
  • Salesforce - New Custom Object

    New Custom Object

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

    New Lead

    Triggers when there is a new Lead
  • Salesforce - Updated Opportunity

    Updated Opportunity

    Triggers when an existing Opportunity is updated
  • Salesforce - New Opportunity

    New Opportunity

    Triggers when there is a new Opportunity
  • Salesforce - New Task

    New Task

    Triggers when there is a new Task
  • Salesforce - New Account

    New Account

    Triggers when there is a new Account
  • Salesforce - Updated Opportunity Property

    Updated Opportunity Property

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

    New Event

    Triggers when there is a new Event
  • Salesforce - Updated Lead

    Updated Lead

    Triggers when an existing Lead is updated
  • Salesforce - Updated Account

    Updated Account

    Triggers when an existing Account is updated
  • Salesforce - Updated Custom Object

    Updated Custom Object

    Triggers when an existing Custom Object is updated
  • Salesforce - Updated Contact

    Updated Contact

    Triggers when an existing Contact is updated
  • Salesforce - Updated Contact Property

    Updated Contact Property

    Triggers when an existing Contact's property is updated
  • Salesforce - Updated Account Property

    Updated Account Property

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

    New Case

    Triggers when there is a new Case
  • Salesforce - New Note

    New Note

    Triggers when there is a new Note
  • Salesforce - Updated Opportunity Stage

    Updated Opportunity Stage

    Triggers when an existing Opportunity's Stage is changed
  • Salesforce - New Case Comment

    New Case Comment

    Triggers when there is a new Comment on a Case
  • Xero - New or Modified Contact

    New or Modified Contact

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

    New Overpayment

    Triggers when a new overpayment is generated
  • Xero - New Payment

    New Payment

    Triggers when a new payment is added to xero
  • Xero - Invoice Status Change

    Invoice Status Change

    Triggers when a the status of the sales invoice changes to a particular value
  • Xero - New Sales Invoice

    New Sales Invoice

    Triggers when a new sales invoice is added to xero
  • Xero - New Invoice Line Item

    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

    New Purchase Order

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

    Invoice Overdue

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

    New Bill

    Triggers when a new bill is added to xero
  • Xero - New or Modified Credit Note

    New or Modified Credit Note

    Triggers when a new credit note is added or an existing credit note is updated

Do this

ACTIONS
  • Xero - Search Contact

    Search Contact

    Search A Contact Based On Contact ID Or Email Address
  • Xero - Add Or Update a Contact

    Add Or Update a Contact

    Create or Update a Contact
  • Xero - Add a Payment

    Add a Payment

    Apply payments to approved AR and AP invoices
  • Xero - Add a Sales Invoice

    Add a Sales Invoice

    Create a new Sales Invoice
  • Xero - Add a Bill

    Add a Bill

    Creates a new Bill
  • Xero - Add a Purchase Order

    Add a Purchase Order

    creates a new purchase order
  • Xero - Update an Invoice

    Update an Invoice

    Updates an existing Invoice by Invoice ID or Invoice Number
  • Xero - Search Invoices

    Search Invoices

    search invoices based on invoice id or invoice number
  • Xero - Add Credit Note

    Add Credit Note

    Adds a new credit note
  • Xero - Add Line Item To Sales Invoice

    Add Line Item To Sales Invoice

    Add a new line item to an existing sales invoice
  • Xero - Search Credit Note

    Search Credit Note

    Search credit note by Credit Note Id or Credit Note Number
  • Xero - Add an Item

    Add an Item

    Add a new item in to inventory
  • Xero - Search An Item

    Search An Item

    search a item/product with its name or id
  • Xero - Search Payments

    Search Payments

    Search payments by Payment Id or Reference
  • Xero - Send an Invoice

    Send an Invoice

    Send Invoice by Invoice Id to the Invoice email address
  • Xero - Search Bill

    Search Bill

    Search bill by Bill Invoice ID, Reference or Contact ID
  • Salesforce - Add or Update a Contact

    Add or Update a Contact

    Creates a new Contact or updates an existing Contact
  • Salesforce - Add or Update a Lead

    Add or Update a Lead

    Creates a new Lead or updates an existing Lead
  • Salesforce - Add or Update an Account

    Add or Update an Account

    Creates a new Account or updates an existing Account
  • Salesforce - Add or Update a Custom Object

    Add or Update a Custom Object

    Creates a new Custom Object or updates an existing Custom Object
  • Salesforce - Add or Update an Event

    Add or Update an Event

    Creates a new Event or updates an existing Event
  • Salesforce - Add a Note

    Add a Note

    Creates a new Note
  • Salesforce - Add or Update an Opportunity

    Add or Update an Opportunity

    Creates a new Opportunity or updates an existing Opportunity
  • Salesforce - Add or Update a Task

    Add or Update a Task

    Creates a new Task or updates an existing Task
  • Salesforce - Add a Campaign Member

    Add a Campaign Member

    Creates a new Campaign Member (Existing Lead or Contact)
  • Salesforce - Add or Update a Case

    Add or Update a Case

    Creates a new Case or updates an existing Case
  • Salesforce - Search a User

    Search a User

    Search Users
  • Salesforce - Get Account of a Contact

    Get Account of a Contact

    Get Accountof a Contact
  • Salesforce - Add a Call Log

    Add a Call Log

    Creates a new Call log
  • Salesforce - Get Contacts for a Opportunity

    Get Contacts for a Opportunity

    Get Contacts for Opportunity
  • Salesforce - Search an Account

    Search an Account

    Search Accounts
  • Salesforce - Search a Task

    Search a Task

    Search Tasks
  • Salesforce - Search an Opportunity

    Search an Opportunity

    Search Opportunities
  • Salesforce - Search a Contact

    Search a Contact

    Search Contacts
  • Salesforce - Search a Custom object

    Search a Custom object

    Search Custom Objects
  • Salesforce - Search an Event

    Search an Event

    Search Events
  • Salesforce - Search a Lead

    Search a Lead

    Search Leads
  • Salesforce - Get Opportunities of a Contact

    Get Opportunities of a Contact

    Get Opportunity for Contact
  • Salesforce - Search a Folder

    Search a Folder

    Search Folders
  • Salesforce - Search a Case

    Search a Case

    Search Cases
  • Salesforce - Search a Campaign

    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.

Try Now

How to integrate Salesforce & Xero in 3 mins?

  1. Step 1: Connect both Xero and Salesforce by authenticating them on Automate.io platform.
  2. Step 2: Choose Salesforce and select one of its events as a “trigger” that’ll start the automation.
  3. Step 3: Select an “action” event from Xero which will run every time the trigger event occurs.
  4. Step 4: Map the data fields between Salesforce and Xero using the drag-drop interface.

You are done. Automate.io will take care of the rest.

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