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Do even more with Xero + Microsoft Outlook + Salesforce
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Xero, Microsoft Outlook, and Salesforce. And don’t forget that you can add more apps and actions to create complex workflows.
New Bank Transaction
Triggers when a new bank transaction is created.Try ItTriggerScheduled
Triggers when you add a new contact.Try ItTriggerScheduled
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- Step 1: Authenticate Xero, Microsoft Outlook, and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.