Salesforce + Xero + WooCommerce Integrations
How to connect Salesforce + Xero + WooCommerce
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Do even more with Salesforce + Xero + WooCommerce
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 WooCommerce. And don’t forget that you can add more apps and actions to create complex workflows.
New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers 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
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Create ContactCreates a new contact in Salesforce.Action
- 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
- WooCommerce
Triggers when any Booking is created, updated, deleted, etc. WooCommerce Bookings must be installed and enabled.
Instant
Trigger
- WooCommerce
Triggers when any Coupon is created, updated, deleted, etc. Coupon functionality must be enabled.
Instant
Trigger
- WooCommerce
Triggers when any Customer is created, updated, deleted, etc in your WooCommerce Store.
Instant
Trigger
- WooCommerce
Triggers when any Order is created, updated, deleted, etc in your WooCommerce Store.
Instant
Trigger
- WooCommerce
Triggers when any Order event occurs. Creates a separate task for each line item in an Order.
Instant
Trigger
- WooCommerce
Triggers when any Product is created, updated, deleted, etc in your WooCommerce Store.
Instant
Trigger
- WooCommerce
Triggers when any Subscription is created, updated, deleted, etc. WooCommerce Subscriptions must be installed and enabled.
Instant
Trigger
- WooCommerce
Creates a new coupon.
Scheduled
Action
- WooCommerce
Updates an existing coupon.
Scheduled
Action
- WooCommerce
Creates a new customer.
Scheduled
Action
- WooCommerce
Updates an existing customer.
Scheduled
Action
- WooCommerce
Creates a new order.
Scheduled
Action
- WooCommerce
Updates an existing order.
Scheduled
Action
- WooCommerce
Creates a new product.
Scheduled
Action
- WooCommerce
Updates an existing product.
Scheduled
Action
- WooCommerce
Creates a new subscription.
Scheduled
Action
- WooCommerce
Updates an existing subscription.
Scheduled
Action
- WooCommerce
Finds a coupon by searching.
Scheduled
Action
- WooCommerce
Finds a customer by searching.
Scheduled
Action
- WooCommerce
Finds a order by searching.
Scheduled
Action
- WooCommerce
Finds a product by searching.
Scheduled
Action
- WooCommerce
Finds a subscription by searching.
Scheduled
Action
- WooCommerce
Finds a coupon by searching.
Scheduled
Action
- WooCommerce
Finds a customer by searching.
Scheduled
Action
- WooCommerce
Finds a order by searching.
Scheduled
Action
- WooCommerce
Finds a product by searching.
Scheduled
Action
- WooCommerce
Finds a subscription by searching.
Scheduled
Action
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How Salesforce + Xero + WooCommerce Integrations Work
- Step 1: Authenticate Salesforce, Xero, and WooCommerce.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.
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