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Customize your SalesLoft and Xero Practice Manager integration with the following triggers and actions.

Triggers

When this happens…

SalesLoft
  • New record
    New object in SalesLoft
  • New/updated record
    New/updated object in SalesLoft
  • Any other trigger you can think up

Actions

Do this…

SalesLoft
  • Create record
    Create object in SalesLoft
  • Custom action
    Custom action in SalesLoft
  • Delete record
    Delete object in SalesLoft
  • Get record
    Get object by ID in SalesLoft
  • Search records
    Search objects in SalesLoft
  • Update record
    Update object in SalesLoft
  • Any other action you can think up

Xero Practice Manager
  • Custom action
    Custom action in Xero Practice Manager (Custom)
  • Create object
    Create object in Xero Practice Manager
  • Retrieve list of objects Batch
    List object in Xero Practice Manager
  • Update object
    Update object in Xero Practice Manager
  • Any other action you can think up

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