Integrate Xero with Salesforce
Send information between Xero and Salesforce automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Xero and Salesforce 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
Opportunity updated
Triggers when an opportunity is updated
Lead updated
Triggers when a lead is updated
Module entry added
Triggers when a new entry is added to the selected module
Solution added
Triggers when a new solution is added
Contact updated
Triggers when a contact is updated
Order updated
Triggers when an order is updated
Product added
Triggers when a new product is added
Case created
Triggers when a new case is created
Opportunity added
Triggers when a new opportunity is added
Lead created
Triggers when a new lead is created
Solution updated
Triggers when an solution is updated
Product updated
Triggers when an product is updated
Note updated
Triggers when a note is updated
Task updated
Triggers when a task is updated
Case updated
Triggers when a case is updated
Note created
Triggers when a new note is created
Campaign added
Triggers when a new campaign is added
Account created
Triggers when a new account is created
Event updated
Triggers when an event is updated
Contact created
Triggers when a new contact is created
Module entry updated
Triggers when a record is updated in the selected module
Account updated
Triggers when an account is updated
Order created
Triggers when a new order is created
Task created
Triggers when a new task is created
Event created
Triggers when a new event is created
Campaign updated
Triggers when a new campaign is updated
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
Create note
Creates a new note
Create account
Creates a new account
Create campaign
Creates a new campaign
Create case
Creates a new case
Create opportunity
Creates a new opportunity
Create custom module entry
Creates a new entry in the selected module
Create solution
Creates a new solution
Create contact
Creates a new contact
Create lead
Creates a new lead
Create order
Creates a new order
Create task
Creates a new task
Create product
Creates a new product
Create event
Creates a new event
Update order
Updates the details of an existing order
Update note
Updates the details of an existing note
Update lead
Updates the details of an existing lead
Update custom module entry
Updates the details of entry in the selected module
Update product
Updates the details of an existing product
Update contact
Updates the details of an existing contact
Update opportunity
Updates the details of an existing opportunity
Update account
Updates the details of an existing account
Update case
Updates the details of an existing case
Update campaign
Updates the details of an existing campaign
Update task
Updates the details of an existing task
Update solution
Updates the details of an existing solution
Update event
Updates the details of an existing event
Fetch case
Fetches the details of an existing case by subject or ID
Fetch campaign
Fetches the details of an existing campaign by name or ID
Fetch product
Fetches the details of an existing product by name or ID
Fetch lead
Fetches the details of an existing lead by name or ID
Fetch group
Fetches the details of an existing group by name or ID
Fetch order
Fetches the details of an existing order by number or ID
Fetch contact
Fetches the details of an existing contact by name or email address or ID
Fetch user
Fetches the details of an existing user by email, name or ID
Fetch event
Fetches the details of an existing event by subject or ID
Fetch contract
Fetches the details of an existing contract by number or ID
Fetch asset
Fetches the details of an existing asset by name or ID
Fetch note
Fetches the details of an existing note by title or ID
Fetch company
Fetches the details of an existing D&B company by name or ID
Fetch module entry
Fetches the details of a module record entry based on the specified value
Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
Fetch solution
Fetches the details of an existing solution by name or ID
Fetch opportunity
Fetches the details of an existing opportunity by name or ID
Fetch account
Fetches the details of an existing account by name or ID
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.
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