Create Salesforce records from new Xero sales invoices
Streamline your sales processes with this seamless integration between Xero and Salesforce. Whenever a new sales invoice is created in Xero, a record will be created in Salesforce. This not only saves you time and manual data entry but also ensures a swift transfer of imperative financial information, keeping your sales data updated and well-organized.
Streamline your sales processes with this seamless integration between Xero and Salesforce. Whenever a new sales invoice is created in Xero, a record will be created in Salesforce. This not only saves you time and manual data entry but also ensures a swift transfer of imperative financial information, keeping your sales data updated and well-organized.
- When this happens...New Sales Invoice
Triggers when you add a new sales invoice. (Accounts Receivable).
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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