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Salesforce + Xero

Send sales invoices by email in Xero for new outbound messages in Salesforce

Effortlessly stay on top of your sales invoicing with this streamlined workflow that connects Salesforce and Xero. When a new outbound message is generated in Salesforce, it triggers the creation and sending of a sales invoice by email through Xero. This automation saves you time and ensures your sales invoices are promptly delivered to your customers, helping maintain a healthy cash flow and strong client relationships.

Effortlessly stay on top of your sales invoicing with this streamlined workflow that connects Salesforce and Xero. When a new outbound message is generated in Salesforce, it triggers the creation and sending of a sales invoice by email through Xero. This automation saves you time and ensures your sales invoices are promptly delivered to your customers, helping maintain a healthy cash flow and strong client relationships.

  1. When this happens...
    SalesforceSalesforce
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    TriggerInstant
  2. automatically do this!
    XeroXero
    Send Sales Invoice by Email

    Send Sales Invoice by Email

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Related categories

Triggers & Actions