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Salesforce + Xero + Float Integrations

How to connect Salesforce + Xero + Float

Zapier lets you send info between Salesforce and Xero and Float automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

Choose a Trigger

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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?

- History ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write

- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write

- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Welcome
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Use Assignment Rules
Action
Search or write
- Status
Trigger
Scheduled
Try It
- Payment Type
Trigger
Scheduled
Try It
New Expense Claim Receipt
Triggers when you add a new draft expense claim receipt.
Trigger
Scheduled
Try It
- InvoiceRequired
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Account
- Tax Rate
Action
Write
- From AccountRequired
- To AccountRequired
- AmountRequired
- Date
Action
Write
- ContactRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Item Code
- DescriptionRequired
- Quantity
- Unit Price
- Discount %
- Account
- Tax Rate
- Terms
Action
Write
- Invoice NumberRequired
Action
Write
- Contact NameRequired
- Email Address
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Number
- Reference
- Url
- Sent To Contact
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Account
- Tax Rate
- Tracking
Action
Write
- Contact (supplier)Required
- Date
- Delivery Date
- Order Number
- Reference
- Theme
- Currency
- Tax Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Account
- Tax Rate
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search ByRequired
Action
Search
New Client
Triggers when a new client is added.
Trigger
Scheduled
Try It
- Person ID
- Project ID
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
New Time Off
Triggers when a new time off is created.
Trigger
Scheduled
Try It
Updated Task
Triggers when a task is modified.
Trigger
Scheduled
Try It
- NameRequired
Action
Write
- NameRequired
- Project IDRequired
- DateRequired
- End Date
Action
Write
- NameRequired
- All PMs Have Edit Rights
- Billable
- Tentative
- Color
- Notes
- Client ID
- Budget Type
- Budget Total
- Default Hourly Rate
- Tags
Action
Write
- People IDsRequired
- Time Off Type IDRequired
- Start DateRequired
- End DateRequired
- Hours
- Full Day
- Additional notes about the time off
- Status
Action
Write
- Task IDRequired
- Project ID
- People IDs
- HoursRequired
- Start Date
- End Date
- Name
- Notes
- Start Time
Action
Write
- Person ID (priority over email)
- Email (required if ID is not used)
Action
Search
- Task IDRequired
Action
Search
- Person ID (priority over email)
- Email
- NameRequired
- People Type
- Role
- Department ID
- Default Hourly Rate
- Tag Names
Action
Search or write
- Task IDRequired
- Project IDRequired
- People IDsRequired
- HoursRequired
- Start DateRequired
- End DateRequired
- Name
- Notes
- Start Time
Action
Search or write

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
New Bank Transaction
Triggers when a new bank transaction is created.
Trigger
Scheduled
Try It
New Contact
Triggers when you add a new contact.
Trigger
Scheduled
Try It
- Quote Status
Trigger
Scheduled
Try It
- Status
Trigger
Scheduled
Try It
- Transaction TypeRequired
- ContactRequired
- Bank AccountRequired
- Date
Action
Write
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
Action
Write
- TypeRequired
- ContactRequired
- Date
Action
Write
- Contact NameRequired
- Email Address
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Reference
- Url
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Account
- Tax Rate
- Tracking
Action
Write
- Document Type
- Document ID or NumberRequired
- Paid ToRequired
- Date
- Currency Rate
- AmountRequired
- Reference
Action
Write
- Welcome
Action
Write
- Search ByRequired
Action
Search
- Search ByRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
Action
Search or write
New Department
Triggers when a new department is added.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is added.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
- Person ID
- Project ID
Trigger
Scheduled
Try It
- NameRequired
Action
Write
- DateRequired
- HoursRequired
- Person IDRequired
- Project IDRequired
- Task Name
- Notes
Action
Write
- NameRequired
- People Type
- Email
- Role
- Department ID
- Default Hourly Rate
- Tag Names
Action
Write
- Project IDRequired
- People IDsRequired
- HoursRequired
- Start DateRequired
- End DateRequired
- Name
- Notes
- Start Time
Action
Write
- Project IDRequired
- Logged Time IDRequired
- Date
- HoursRequired
- Person ID
- Task Name
- Notes
Action
Write
- Person IDRequired
- Project IDRequired
- Logged Time IDRequired
Action
Search
- Project IDRequired
Action
Search
- Person IDRequired
- Project IDRequired
- Logged Time IDRequired
- DateRequired
- HoursRequired
- Task Name
- Notes
Action
Search or write
- Project IDRequired
- NameRequired
- All PMs Have Edit Rights
- Billable
- Tentative
- Color
- Notes
- Client ID
- Budget Type
- Budget Total
- Default Hourly Rate
- Tags
Action
Search or write

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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 Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, Zapier

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.

Learn more Help

Related categories

Accounting

Similar apps

QuickBooks Online

Accounting

FreeAgent

Accounting

Wave

Accounting

About Float

Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.

Learn more Help

Related categories

Scheduling & Booking

Get started for free

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Salesforce + Xero + Float Integrations

How to connect Salesforce + Xero + Float

Do even more with Salesforce + Xero + Float

New Field History Tracking Event

New Record

Salesforce ObjectsRequired

Updated Record

Salesforce ObjectRequired

Add File to Record

Salesforce ObjectRequired

Record to LinkRequired

FileRequired

VisibilityRequired

Create Attachment

FileRequired

Salesforce ObjectRequired

Description

Is Private

Create File

FileRequired

Title

Description

Salesforce Object

Create Record

Salesforce ObjectRequired

Use Assignment Rules

Update Contact

Record to UpdateRequired

Update Record

Salesforce ObjectRequired

Record to UpdateRequired

Use Assignment Rules

App Extensions (Beta)

Welcome

Find Record

Salesforce ObjectRequired

Search ValueRequired

Find Record(s) by Query

Salesforce ObjectRequired

WHERE ClauseRequired

Find or Create Record

Salesforce ObjectRequired

Search ValueRequired

Use Assignment Rules

New Bill

Status

New Payment

Payment Type

New Expense Claim Receipt

Add Items to Existing Sales Invoice

InvoiceRequired

Item Code

Description

QuantityRequired

Unit Price

Discount %

Account

Tax Rate

Create Bank Transfer

From AccountRequired

To AccountRequired

AmountRequired

Date

Create New Quote Draft

ContactRequired

Date

Expiry

Quote Number

Reference

Theme

Title

Summary

Currency

Amounts Are

Item Code

DescriptionRequired

Quantity

Unit Price

Discount %

Account