Integrate Salesforce with Xero to automate your work

Adds an existing lead to an existing campaign.

Creates a new attachment (max 25MB).

Creates a new lead in Salesforce.

Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Updates an existing contact in Salesforce.

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a record of a specified Salesforce object by up to two fields and values you choose.

Finds one or more records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause (with line item support).

Find a record. Optionally create a record if not found.

Triggers when a new bank transaction is created.

Triggers when you add a new contact.

Triggers when you receive a new payment.

Triggers when a new purchase order is created or enters a status for the first time.

Triggers when a payment is reconciled for the first time.

Triggers when a contact is created or updated.

Triggers when a quote is created or updated.

Add a note which will appear in the invoice history.

Creates a new Spend/Receive Money bank transaction.

Creates a new contact or updates a contact if a contact already exists.

Creates a new credit note for a contact.

Creates an inventory item.

Creates a new sales invoice (Accounts Receivable).

Creates a new project for a contact.

Creates a repeated sales invoice (Accounts Receivable)

Updates existing sales invoice (Accounts Receivable).

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a Purchase Order

Returns a list of History Records for a given Invoice ID.

Finds or creates a specific contact.

Adds an existing contact to an existing campaign.

Creates records from line items and sets the parent-child relationship.

Creates a new note and links it to a parent record

Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Updates an existing lead in Salesforce.

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Finds Child Records for a given Parent ID, and returns the Child records as line-items.

Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found.

Triggers when you add a new bill. (Accounts Payable).

Triggers when a new credit note is created.

Triggers when a new project is created. May not trigger if there are more than 500 projects.

Triggers when a new quote is created.

Triggers when a new Sales Invoice (Accounts Receivable) is created.

Triggers when a Sales Invoice is updated.

Adds line items to an existing sales invoice.

Allocates a credit note to an invoice.

Transfers money between two bank accounts.

Creates a new quote draft.

Send Sales Invoice by Email

Creates a new bill (Accounts Payable).

Applies a payment to an invoice.

Creates a new purchase order for a contact.

Updates an existing Purchase Order.

Uploads an attachment to a selected Xero resource. Resources can have a maximum of 10 attachments.

Finds a contact by name or account number.

Finds an invoice by number or reference.

Finds an item by name or code.

Finds or creates an item.