Salesforce + Xero + Float Integrations

How to connect Salesforce + Xero + Float

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Do even more with Salesforce + Xero + Float

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Salesforce, Xero, and Float. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Trigger
Scheduled
Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Trigger
Scheduled
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Trigger
Scheduled
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Action
Write

Add Lead to Campaign
Adds an existing lead to an existing campaign.
Action
Write
Create Attachment
Creates a new attachment (max 25MB).
Action
Write

Create Contact
Creates a new contact in Salesforce.
Action
Write

Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
Xero
Triggers when a new bank transaction is created.
Scheduled
Trigger
Xero
Triggers when you add a new bill. (Accounts Payable)
Scheduled
Trigger
Xero
Triggers when you add a new contact.
Scheduled
Trigger
Xero
Triggers when you receive a new payment.
Scheduled
Trigger
Xero
Triggers when a new purchase order is created or enters a status for the first time.
Scheduled
Trigger
Xero
Triggers when a new quote is created.
Scheduled
Trigger
Xero
Triggers when you add a new draft expense claim receipt.
Scheduled
Trigger
Xero
Triggers when you add a new sales invoice. (Accounts Receivable)
Scheduled
Trigger
Xero
Adds line items to an existing sales invoice.
Scheduled
Action
Xero
Creates a new Spend/Receive Money bank transaction.
Scheduled
Action
Xero
Transfers money between two bank accounts.
Scheduled
Action
Xero
Creates a new contact or updates a contact if a contact already exists.
Scheduled
Action
Xero
Creates a new quote draft.
Scheduled
Action
Xero
Creates a new credit note for a contact.
Scheduled
Action
Xero
Sends an invoice via email.
Scheduled
Action
Xero
Creates a new bill (Accounts Payable).
Scheduled
Action
Xero
Creates a new sales invoice (Accounts Receivable).
Scheduled
Action
Xero
Applies a payment to an invoice.
Scheduled
Action
Xero
Creates a new purchase order for a contact.
Scheduled
Action
Xero
Finds a contact by name or account number.
Scheduled
Action
Xero
Finds an invoice by number or reference.
Scheduled
Action
Xero
Finds or creates a specific contact.
Scheduled
Action
Float
Triggers when a new client is added.
Scheduled
Trigger
Float
Triggers when a new department is added.
Scheduled
Trigger
Float
Triggers when a new logged time is created.
Scheduled
Trigger
Float
Triggers when a new person is added.
Scheduled
Trigger
Float
Triggers when a new project is created.
Scheduled
Trigger
Float
Triggers when a new task is created.
Scheduled
Trigger
Float
Triggers when a new time off is created.
Scheduled
Trigger
Float
Triggers when a logged time is modified.
Scheduled
Trigger
Float
Triggers when a task is modified.
Scheduled
Trigger
Float
Creates a new client.
Scheduled
Action
Float
Creates a new department.
Scheduled
Action
Float
Creates a new logged time.
Scheduled
Action
Float
Creates a new milestone.
Scheduled
Action
Float
Creates a new person.
Scheduled
Action
Float
Creates a new project.
Scheduled
Action
Float
Creates a new task.
Scheduled
Action
Float
Creates a new time off.
Scheduled
Action
Float
Update an existing logged time entry by ID.
Scheduled
Action
Float
Update an existing task by ID.
Scheduled
Action
Float
Finds a logged time by ID.
Scheduled
Action
Float
Finds a project by ID.
Scheduled
Action
Float
Finds a task by ID.
Scheduled
Action
Float
Finds a logged time by ID.
Scheduled
Action
Float
Finds a project by ID.
Scheduled
Action
Float
Finds a task by ID.
Scheduled
Action

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How Salesforce + Xero + Float Integrations Work

Step 1: Authenticate Salesforce, Xero, and Float.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Salesforce + Xero + Float

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

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.