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Salesforce + Xero

Create Salesforce records for new Xero bank transactions

Streamline your finance and sales process with this automated workflow. Whenever new bank transactions are detected in Xero, a corresponding record will be instantly created in Salesforce. This helps you effortlessly keep your accounting and sales records updated, saving you time and reducing manual data entry. Enhance your business efficiency and have all your important financial data organized in one place.

Streamline your finance and sales process with this automated workflow. Whenever new bank transactions are detected in Xero, a corresponding record will be instantly created in Salesforce. This helps you effortlessly keep your accounting and sales records updated, saving you time and reducing manual data entry. Enhance your business efficiency and have all your important financial data organized in one place.

  1. When this happens...
    XeroXero
    New Bank Transaction

    Triggers when a new bank transaction is created.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    Trigger
    Polling
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    • OrganizationRequired

    Trigger
    Polling
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    • OrganizationRequired

    • Days OverdueRequired

    Trigger
    Polling
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    • OrganizationRequired

    • Status

    Trigger
    Polling
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    • OrganizationRequired

    • Status

    • Type

    Trigger
    Polling
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    • OrganizationRequired

    • Report TypeRequired

    Trigger
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    • OrganizationRequired

    • Payment Type

    Trigger
    Polling
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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.

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