Integrate Xero with Salesflare
Send information between Xero and Salesflare automatically, without writing any code, using Zoho Flow.
Build your own integrations between Xero and Salesflare
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Supported triggers and actions
Integrate Xero and Salesflare using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice created or updated
Triggers when a new sales invoice or purchase bill is created or details of an existing one are updated
Payment created or updated
Triggers when a new payment is created or details of an existing payment are updated
Credit note created
Triggers when a new credit note is created
Bank transaction created or updated
Triggers when a new transaction is created or details of an existing transaction are updated
Purchase order created or updated
Triggers when a new purchase order is created or details of an existing purchase order are updated
Invoice created
Triggers when a new invoice is created
Quote created or updated
Triggers when a new quote is created or details of an existing quote are updated
Bank transaction created
Triggers when a new bank transaction is created
Credit note created or updated
Triggers when a new credit note is created or details of an existing credit note are updated
Purchase order created
Triggers when a new purchase order is created
Contact created or updated
Triggers when a new contact is created or details of an existing contact are updated
Contact created
Triggers when a new contact is created
Quote created
Triggers when a new quote is created
Payment created
Triggers when a new payment is created
New account
Triggers when a new account is created
New opportunity
Triggers when a new opportunity is created
New contact
Triggers when a new contact is created
New task
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create or update invoice
Create a new invoice or update an existing one using the invoice number
Create bank transaction
Creates a new bank transaction
Create or update quote
Create a new quote or update an existing one using the quote number
Create project
Creates a new project
Create contact
Creates a new contact
Create or update purchase order
Create a new purchase order or update an existing one using the purchase order number
Create or update credit note
Creates a new credit note or update an existing credit note using credit note number
Allocate credit note to invoice
Applies a credit note to an invoice to reduce its outstanding balance
Update purchase order
Updates the details of a purchase order
Update contact
Updates the details of an existing contact
Update invoice
Updates the details of an invoice
Update quote
Updates the details of a quote
Fetch bank transaction
Fetches the details of a bank transaction
Fetch purchase order
Fetches the details of an existing purchase order
Fetch account
Fetches the details of an existing account
Fetch contact
Fetches the details of an existing contact
Fetch bank account
Fetches the details of an existing bank account
Fetch invoice
Fetches the details of an existing invoice
Fetch quote
Fetches the details of an existing quote
Fetch project
Fetches the details of an existing product
Add contact to account
Adds an existing contact to the selected account
Create meeting
Creates a new meeting
Create opportunity
Creates a new opportunity
Add user to account
Adds an existing user to the selected account
Create account
Creates a new account
Create contact
Creates a new contact
Create task
Creates a new task
Create call
Creates a new call
Fetch user
Fetches a user by ID, name, or email
Fetch opportunity
Fetches an opportunity by ID, name, or account
Fetch account
Fetches an account by ID, name, domain, or tags
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch person
Fetches a person by ID, name, or email
What is Xero?
Xero is a cloud-native accounting application built to support the financial operations of small and medium-sized enterprises (SMEs). It offers a centralized platform for managing real-time financial data, automating accounting processes, and integrating seamlessly with third-party business tools.
Similar apps
What is Salesflare?
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
