Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.

Add contact to selected group(s). Does not replace contact's existing groups.

Defaults to today's date if not specified.

What you'll you provide the ID or number for via the next field.

The ID or Number for the selected Document Type.

The bank account or clearing account the payment is being made to.

Exchange rate when payment is received. Only used for non base currency invoices.

An optional description for the payment.

API docs for Xero are located here https://developer.xero.com/documentation/api/accounting/overview

Requests can only be made to domains associated by this application.

These params will be URL-encoded and appended to the URL when making the request.

Authentication headers are included automatically

Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.

This trigger works on Salesforce objects with less than 104,000 records. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Check how many records you have in your account by following the steps under Viewing Storage Usage. You can also setup a Zap with the New Outbound Message trigger to workaround this limit.

Pick which type of object you want to watch for changes on.

Select which campaign to add contact. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.

If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.

Select which campaign to add lead. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.

If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.

Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

Search for or select the lead you'd like to update. Use Custom Value to select a lead from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.

Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.

Pick which type of object you want to search for.

Pick which type of object you want to search for.

Enter a SOQL WHERE clause. See our help docs for Tips and Examples.

Defaults to current date if not specified.

If you want Xero to auto-generate a Quote Number for you, leave this field blank.

Defaults to Tax Exclusive if not specified

To email an invoice, it must have a status of Awaiting Approval, Awaiting Payment or Paid. The email will be sent to the primary email address of the contact on the invoice and any others marked as "Include in emails." The subject and body of the email will be based on the default email template.

When the purchase order was issued. Defaults to today's date if not specified.

If left blank, Xero will auto-generate this from your default invoice numbering.

You must provide either an Item Code or both a Description and a Unit Price.

If no Item Code is provided, this field is required.

If no Item Code is provided, this field is required.

Only specify if you want to override the default tax type for the account above.

Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.

Add contact to selected group(s). Does not replace contact's existing groups.

Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

The Content Document ID of a file that has been uploaded to a library in Salesforce CRM Content or Salesforce Files

Specifies whether this file is available to all users, internal users, or shared users.

Pick the type of object you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

Defaults to false if left blank.

Pick the type of object if you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.

Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.

API docs for Salesforce are located here https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm

Requests can only be made to domains associated by this application.

These params will be URL-encoded and appended to the URL when making the request.

Authentication headers are included automatically

Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.

Pick which type of object you want to search for. You can only search for multiple records which are all the same object type.

Select the format of search results to be returned. If multiple search values are provided, the choice will be applied to each search value.

Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)