Salesforce + Xero
Create bills in Xero for updated records in Salesforce
Keep your accounting updated and organized with this efficient workflow that streamlines your process. When a record field is updated in Salesforce, this automation promptly creates a bill in Xero, ensuring that your financial records remain accurate. Save time and effort by allowing this workflow to handle your billing tasks, so you can focus on growing your business.
Keep your accounting updated and organized with this efficient workflow that streamlines your process. When a record field is updated in Salesforce, this automation promptly creates a bill in Xero, ensuring that your financial records remain accurate. Save time and effort by allowing this workflow to handle your billing tasks, so you can focus on growing your business.
- When this happens...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.).
- automatically do this!Create Bill
Creates a new bill (Accounts Payable).
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