Integrate Xero with Salesforce to automate your work

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

Triggers when a Sales Invoice is updated.

Creates or updates one or more stock items.

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.

Triggers when a specific field is updated on a specific object. This trigger outputs the old value and the new value of the field.

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Adds an existing contact to an existing campaign.

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 contact is created or updated.

Triggers when a quote is created or updated.

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.

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Adds an existing file to an existing Record.

Adds an existing contact to an existing campaign.

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

Creates a new File (max 25MB).

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.