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Salesforce + Xero

Create inventory items in Xero for each new record in Salesforce

Keep your inventory up to date instantly with this workflow. Every time a new record is created in Salesforce, a corresponding inventory item will be created in Xero. This instantly updates your business data, eliminating the need for double entry and reducing the chances of errors, ensuring smoother operations and improved efficiency in your business process.

Keep your inventory up to date instantly with this workflow. Every time a new record is created in Salesforce, a corresponding inventory item will be created in Xero. This instantly updates your business data, eliminating the need for double entry and reducing the chances of errors, ensuring smoother operations and improved efficiency in your business process.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerPolling
  2. automatically do this!
    XeroXero
    Create Inventory Item

    Creates an inventory item.

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
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    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    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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