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Salesforce + Xero

Create Xero invoices from new Salesforce custom objects

No need to manually create your own sales invoices any more! With this integration, each time there is a new Salesforce custom object, an invoice will be generated in Xero.

No need to manually create your own sales invoices any more! With this integration, each time there is a new Salesforce custom object, an invoice will be generated in Xero.

  1. short arrow
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    When this happens...
    SalesforceSalesforce
    New Record

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

    TriggerScheduled
  2. automatically do this!
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite

Supported triggers and actions

What does this mean?
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About Salesforce

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

  • CRM (Customer Relationship Management)
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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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