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.

  1. When this happens...
    SalesforceSalesforce
    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.).

    TriggerScheduled
  2. automatically do this!
    XeroXero
    Create Bill

    Creates a new bill (Accounts Payable).

    ActionWrite
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Supported triggers and actions

  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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xero logo
xero logo

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

Related categories

  • Accounting

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