Xero

Xero + SalesforceIQ Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Xero and SalesforceIQ, with as many as 21 possible integrations. Are you ready to find your productivity superpowers?

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Xero is a Premium integration on Zapier.

It's easy to connect Xero + SalesforceIQ and requires absolutely zero coding experience—the only limit is your own imagination.

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New Bill

Triggered when you add a new bill. (Accounts Payable)

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).

New Sales Invoice

Triggered when you add a new sales invoice. (Accounts Receivable)

Create/Update Contact

Creates a new contact or updates a contact if a contact already exists.

New Contact

Triggered when you add a new contact.

Create Bill

Creates a new bill (Accounts Payable).

New Relationship (V2)

Triggers when a relationship is created.

Create Payment

Applies a payment to an invoice.

New Expense Claim Receipt

Triggered when you add a new draft expense claim receipt.

Add Event

Record an event between Contacts. For example, the creation of a support ticket by a client.

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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.

SalesforceIQ is a CRM app that integrates with your team's email inboxes, automatically captures your interactions with customers and clients, and analyzes it to improve your relationships.

See SalesforceIQ Integrations