Adds an existing file to an existing Record.

Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.

Creates a new File (max 25MB).

Creates a new note and links it to a parent record

Creates a new record of a specified Salesforce object. Dates use the UTC format.

Launch a Salesforce flow with optional input parameters. The flow will execute and return any output values.

Sends an email using Salesforce Simple Email Actions.

Updates an existing lead in Salesforce.

Updates an existing record of a specified Salesforce object. Dates use the UTC format.

Execute custom SOQL SELECT queries with support for full query control and guided aggregate functions (COUNT, SUM, AVG, MAX, MIN).

Finds Child Records for a given Parent ID.

Finds records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Find a record. Optionally create a record if not found.

Triggers when an AP transaction is modified.

Triggers when a customer is modified.

Triggers when a journal entry is modified.

Triggers when a purchase order is modified.

Triggers when a timesheet is modified.

Creates a donation deposit along with one row of details.

Creates an employee in Xledger. This include user, contact and supplier creation. The new employee and user will have the employee role by default.

Creates a GL import item.

Creates a new company and customer, if the code is already used in Xledger, the existing company or customer is updated instead. This action allows to link multiple customers to one company.

Creates a new donor, if the code is already used in Xledger, the existing donor is updated instead.

Creates a new supplier, if the code is already used in Xledger, the existing supplier is updated instead.

Creates a purchase order header, use this before creating PO details.

Creates a sales order header, use this before creating SO details.

Return a supplier's dbId and bankAccount from its code

Adds an existing lead to an existing campaign.

Adds an existing contact to an existing campaign.

Creates a new enhanced note (also known as ContentNote) with optional record attachment.

Creates a new lead in Salesforce.

Creates a new record of a specified Salesforce object.

Deletes an existing record of a specified Salesforce object.

Execute a Salesforce Analytics report and retrieve the results with optional custom filters and groupings.

Updates an existing contact in Salesforce.

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

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Execute custom SOSL (Salesforce Object Search Language) queries for text-based searches across multiple objects and fields. Useful for searching Salesforce Knowledge Base articles and other cross-object text searches.

Finds a record of a specified Salesforce object by up to two fields and values you choose.

Finds records of a specified Salesforce object by a field and value you choose (with line-item support).

Gets all notes and attachments for a record.

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found.

Triggers when an AR transaction is modified.

Triggers when a donor is modified.

Triggers when a project is modified.

Triggers when a supplier is modified.

Triggers when a customer invoice is reconciled and its remaining amount is zero.

Creates both credit and debit GL import items, The debit amount will always be the original amount while the credit will be its negative value. For example, is a transaction with a gross value of £100 is processed the DR line amount will be 100 while the credit line will be -100.

Creates an expense detail line.

Creates an invoice line in the invoice base.

Creates a new customer, if the code is already used in Xledger, the existing customer is updated instead.

Creates a new project, if the code is already used in Xledger, the existing project is updated instead.

Creates a purchase order detail, i.e a purchase order line.

Creates a sales order detail i.e a sales order line.

Creates a timesheet entry.

Updates the PO status to transferred.