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.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Update Record

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

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Days OverdueRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Project State

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
salesforce logo
salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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

Similar apps

QuickBooks Online integrationsQuickBooks Online integrations

QuickBooks Online

Accounting
FreeAgent integrationsFreeAgent integrations

FreeAgent

Accounting
Wave integrationsWave integrations

Wave

Accounting