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Salesforce + Xero

Keep Salesforce records updated with new Xero quotes

Effortlessly keep your Salesforce records up to date when new quotes are created in Xero with this seamless workflow. Whenever a new quote is added in Xero, the corresponding record in Salesforce will be updated with the latest information. This helps ensure that your team always has access to the most accurate and current data, saving time and reducing manual entry errors.

Effortlessly keep your Salesforce records up to date when new quotes are created in Xero with this seamless workflow. Whenever a new quote is added in Xero, the corresponding record in Salesforce will be updated with the latest information. This helps ensure that your team always has access to the most accurate and current data, saving time and reducing manual entry errors.

  1. When this happens...
    XeroXero
    New Quote

    Triggers when a new quote is created.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Report TypeRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Days OverdueRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Project State

    Trigger
    Polling
    Try It
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About Salesforce

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

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