Xero and Salesforce Integration

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Customize your Xero and Salesforce integration with the following triggers and actions.

What’s a recipe?

Triggers

When this happens…

Xero
  • New/updated credit note
    New/updated credit note in Xero
  • New/updated item
    New/updated item in Xero
  • New/updated overpayment
    New/updated overpayment in Xero
  • New/updated prepayment
    New/updated prepayment in Xero
  • New/updated account
    New or updated account in Xero
  • New/updated bill
    New/updated bill in Xero
  • New/updated contact
    New/updated contact in Xero
  • New/updated employee
    New or updated employee in Xero
  • New/updated invoice
    New/updated invoice in Xero
  • New/updated payment
    New or updated payment in Xero
  • Show all 10
Salesforce
  • New record
    New record in Salesforce
  • New platform event
    New event in Salesforce
  • Scheduled record search using SOQL
    Scheduled record search using SOQL query in Salesforce
  • New records
    New records in Salesforce
  • New/updated records
    New/updated records in Salesforce
  • Threshold met for new records created
    Threshold met for new records created in Salesforce
  • Deleted record
    Record deleted in Salesforce
  • New/updated record
    New/updated record in Salesforce
  • Show all 8

Actions

Do this…

Xero
  • Upsert line item to bill or invoice
    Upsert line item to bill/invoice in Xero
  • Add person(s) to contact
    Add person(s) to contact in Xero
  • Create timesheet with 1 line item
    Create timesheet with a single line item in Xero
  • Create bank transaction
    Create bank transaction in Xero
  • Create bill with 1 line item
    Create bill with a single line item in Xero
  • Create bill with multiple line items
    Create bill with multiple line items in Xero
  • Create contact
    Create contact in Xero
  • Create credit note with line items
    Create credit note with multiple line items in Xero
  • Create employee (US)
    Create employee in Xero
  • Create employee (AU)
    Create employee in Xero
  • Create invoice with 1 line item
    Create invoice with a single line item in Xero
  • Create invoice with line items
    Create invoice with multiple line items in Xero
  • Create item
    Create item in Xero
  • Create manual journal with line items
    Create manual journal with multiple line items in Xero
  • Create overpayment
    Create overpayment in Xero
  • Create invoice payment
    Create invoice payment in Xero
  • Create prepayment
    Create prepayment in Xero
  • Create purchase order with line items
    Create purchase order with multiple line items in Xero
  • Get contact details
    Get contact details inXero
  • Get bill or invoice details
    Get bill/invoice by ID or number in Xero
  • Get online invoice URL
    Get online invoice URL in Xero
  • Get manual journal by ID
    Get manual journal by ID in Xero
  • Get payment
    Get payment in Xero
  • List accounts
    List accounts in Xero
  • List currencies
    List currencies in Xero
  • List tax rates
    List tax rates in Xero
  • Search accounts
    Search for accounts in Xero
  • Search bank transactions
    Search for bank transactions in Xero
  • Search contacts
    Search for a contact in Xero
  • Search credit notes
    Search credit notes in Xero
  • Search bills or invoices
    Search bills/invoices in Xero
  • Search items
    Search items in Xero
  • Search manual journals
    Search for manual journals in Xero
  • Search overpayments
    Search overpayments in Xero
  • Search payments
    Search payments in Xero
  • Search prepayments
    Search prepayments in Xero
  • Update contact
    Update contact in Xero
  • Update bill or invoice header details
    Update bill/invoice header details in Xero
  • Update bill or invoice with line items
    Update bill/invoice with line items in Xero
  • Update item
    Update item in Xero
  • Update manual journal and line items
    Update manual journal headers and line items in Xero
  • Void payment
    Void payment in Xero
  • Show all 42
Salesforce
  • Custom action
    Custom action in Salesforce (Custom)
  • Approve record in approval process
    Approve a record in approval process in Salesforce
  • Create record
    Create record in Salesforce
  • Publish platform event
    Publish platform event in Salesforce
  • Delete record
    Delete record in Salesforce
  • Download attachment
    Download attachment from Salesforce
  • Download file
    Download file from Salesforce
  • Get record details
    Get details of specific record in Salesforce
  • Get document by ID
    Get document by ID in Salesforce
  • Get list of related records
    Get list of related records in Salesforce
  • Get report by ID
    Get report by ID in Salesforce
  • Create records in bulk from CSV file
    Create records in bulk in Salesforce from CSV file
  • Create records in bulk from CSV file (API 1.0)
    Create records in bulk in Salesforce from CSV file
  • List reports
    List reports in Salesforce
  • Reject record in approval process
    Reject a record in approval process in Salesforce
  • Retry bulk job for failed records from CSV file
    Retry objects bulk job in Salesforce from CSV file
  • Search records
    Search for records in Salesforce
  • Search records using SOQL
    Search records using SOQL query in Salesforce
  • Search records in bulk using SOQL
    Search records in bulk using SOQL query in Salesforce
  • Submit record for approval
    Submit a record for approval in Salesforce
  • Update records in bulk from CSV file
    Update records in bulk in Salesforce from CSV file
  • Update records in bulk from CSV file (API 1.0)
    Update records in bulk in Salesforce from CSV file
  • Update record
    Update record in Salesforce
  • Upload file
    Upload file to Salesforce
  • Upsert records in bulk from CSV file
    Upsert records in bulk in Salesforce from CSV file
  • Upsert records in bulk from CSV file (API 1.0)
    Upsert records in bulk in Salesforce from CSV file
  • Upsert record
    Upsert record in Salesforce
  • Show all 27

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