Logo SalesforceCLIAPI@2.26.1Logo SalesforceCLIAPI@2.20.5Logo SalesforceCLIAPI@2.26.1Logo XeroCLIAPI@2.20.0Logo XeroCLIAPI@2.20.0Logo ZapierFormatterCLIAPI@1.0.7Logo ZapierFormatterCLIAPI@1.0.7Logo SlackAPI

Auto Invoice from Oppty [5 - Closed-Won]

“Anytime an updated field on record is created in Salesforce, find record(s) in Salesforce, find record in Salesforce, etc.”

Anduin Transactionscreated by Anduin Transactions

This Zap uses a private app.

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How Zapier works (57 sec)
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This Zap works in 8 steps …

  • Step 1 - Trigger

    Anytime an updated field on record is created in Salesforce

  • Step 2 - Action

    Find record(s) in Salesforce

  • Step 3 - Action

    Find record in Salesforce

  • Step 4 - Action

    Find or create contact in Xero

  • Step 5 - Action

    Create sales invoice in Xero

  • Step 6 - Action

    Format my data in Formatter by Zapier

  • Step 7 - Action

    Format my data in Formatter by Zapier

  • Step 8 - Action

    Send channel message in Your App

    • 4 minutes to set up
    • Get back 4.1 hrs /week
    • 1373 people use this app pairing

    This Zap uses the following 4 apps

    • Logo Salesforce
    • Logo Xero

    More ways to use these popular apps!

    Check out all the other ways you can connect Salesforce and Xero,
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