Salesforce + Xledger
Create or update customers in Xledger from newly-updated fields on Salesforce records
Looking for an easier way to stay current on your Salesforce record updates on other platforms? This Zap will automatically trigger whenever new customers (accounts) are created or modified in your Salesforce account, passing those details on to Xledger.
Looking for an easier way to stay current on your Salesforce record updates on other platforms? This Zap will automatically trigger whenever new customers (accounts) are created or modified in your Salesforce account, passing those details on to Xledger.
- When this happens...
Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create or Update CustomerCreates a new customer, if the code is already used in Xledger, the existing customer is updated instead.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Path after /services/apexrest/Required
HTTP methodRequired
Query parameters
Extra headers
Request body
Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
Pay methodRequired
Posted Date
Text
Amount
Fee
CurrencyRequired
Bank AccountRequired
Detail AmountRequired
Detail Text
Detail DonorRequired
Detail ProjectRequired
Detail External Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CodeRequired
First NameRequired
Last NameRequired
EmailRequired
Start Date
Street AddressRequired
Zip CodeRequired
PlaceRequired
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Voucher NumberRequired
Transaction SourceRequired
AccountRequired
Voucher DateRequired
TextRequired
AmountRequired
CurrencyRequired
Ext Identifier
Tax Rule
Bank Account
Job Level
GL Object 1 Code
GL Object 2 Code
GL Object 3 Code
GL Object 4 Code
GL Object 5 Code
XGL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company CodeRequired
Company DescriptionRequired
Company Number
Company Email
Company Street Address
Company Zip Code
Company Place
Company Country
Company Phone
Customer CodeRequired
Customer DescriptionRequired
Email
Name
Street AddressRequired
Zip CodeRequired
PlaceRequired
CountryRequired
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CodeRequired
Email
Description
Name
Street AddressRequired
Zip CodeRequired
PlaceRequired
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CodeRequired
DescriptionRequired
Email
Name
Street AddressRequired
Zip CodeRequired
PlaceRequired
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Supplier CodeRequired
CurrencyRequired
External Order Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer CodeRequired
CurrencyRequired
External Order Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundExternal Identifier
Number of Records
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planVoucher NumberRequired
Transaction SourceRequired
Credit AccountRequired
Debit AccountRequired
Voucher DateRequired
Due Date
Invoice Number
TextRequired
AmountRequired
CurrencyRequired
Ext Identifier
Credit Tax Rule
Debit Tax Rule
Credit Subledger Code
Debit Subledger Code
Credit Bank Account
Debit Bank Account
Job Level
Workflow
CR GL Object 1 Code
DR GL Object 1 Code
CR GL Object 2 Code
DR GL Object 2 Code
CR XGL
DR XGL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
Employee CodeRequired
Expense TypeRequired
Account DescriptionRequired
AmountRequired
Text
GL Object 1 Code
GL Object 2 Code
XGL
ApprovedRequired
Ready For ApprovalRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice DateRequired
Order Number
Transaction DateRequired
CustomerRequired
ProductRequired
Text
QuantityRequired
Unit PriceRequired
Tax Rule
CurrencyRequired
GL Object 1 Code
GL Object 2 Code
GL Object 3 Code
GL Object 4 Code
GL Object 5 Code
XGL
ApprovedRequired
Warehouse
Location
External Identifier
External Order Number
Job Level
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CodeRequired
DescriptionRequired
Email
Name
Street AddressRequired
Zip CodeRequired
PlaceRequired
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CodeRequired
DescriptionRequired
Start DateRequired
BillableRequired
Timesheet EntryRequired
Fund ProjectRequired
GL Object 1 Code
GL Object 2 Code
GL Object 3 Code
GL Object 4 Code
GL Object 5 Code
XGL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PO HeaderRequired
Text
QuantityRequired
Unit PriceRequired
Product CodeRequired
Tax Rule
Received QuantityRequired
GL Object 1 Code
GL Object 2 Code
GL Object 3 Code
GL Object 4 Code
GL Object 5 Code
XGL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SO HeaderRequired
Text
QuantityRequired
Unit PriceRequired
Product CodeRequired
Tax RuleRequired
GL Object 1 Code
GL Object 2 Code
GL Object 3 Code
GL Object 4 Code
GL Object 5 Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmployeeRequired
ProjectRequired
ActivityRequired
DateRequired
Text
Working Hours
Invoice Hours
Time TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PO HeaderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Salesforce
Related categories
