Salesforce + Xledger

Create or update customers in Xledger from newly-updated fields on Salesforce records

Looking for an easier way to stay current on your Salesforce record updates on other platforms? This Zap will automatically trigger whenever new customers (accounts) are created or modified in your Salesforce account, passing those details on to Xledger.

When this happens...
Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerPolling
automatically do this!
Create or Update Customer
Creates a new customer, if the code is already used in Xledger, the existing customer is updated instead.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It

- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write

- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- External Identifier
- Number of Records
Trigger
Polling
Try It
- Voucher NumberRequired
- Transaction SourceRequired
- Credit AccountRequired
- Debit AccountRequired
- Voucher DateRequired
- Due Date
- Invoice Number
- TextRequired
- AmountRequired
- CurrencyRequired
- Ext Identifier
- Credit Tax Rule
- Debit Tax Rule
- Credit Subledger Code
- Debit Subledger Code
- Credit Bank Account
- Debit Bank Account
- Job Level
- Workflow
- CR GL Object 1 Code
- DR GL Object 1 Code
- CR GL Object 2 Code
- DR GL Object 2 Code
- CR XGL
- DR XGL
Action
Write
- DateRequired
- Employee CodeRequired
- Expense TypeRequired
- Account DescriptionRequired
- AmountRequired
- Text
- GL Object 1 Code
- GL Object 2 Code
- XGL
- ApprovedRequired
- Ready For ApprovalRequired
Action
Write
- Invoice DateRequired
- Order Number
- Transaction DateRequired
- CustomerRequired
- ProductRequired
- Text
- QuantityRequired
- Unit PriceRequired
- Tax Rule
- CurrencyRequired
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
- ApprovedRequired
- Warehouse
- Location
- External Identifier
- External Order Number
- Job Level
Action
Write
- CodeRequired
- DescriptionRequired
- Email
- Name
- Street AddressRequired
- Zip CodeRequired
- PlaceRequired
- Phone
Action
Write
- CodeRequired
- DescriptionRequired
- Start DateRequired
- BillableRequired
- Timesheet EntryRequired
- Fund ProjectRequired
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
Action
Write
- PO HeaderRequired
- Text
- QuantityRequired
- Unit PriceRequired
- Product CodeRequired
- Tax Rule
- Received QuantityRequired
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
Action
Write
- SO HeaderRequired
- Text
- QuantityRequired
- Unit PriceRequired
- Product CodeRequired
- Tax RuleRequired
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
Action
Write
- EmployeeRequired
- ProjectRequired
- ActivityRequired
- DateRequired
- Text
- Working Hours
- Invoice Hours
- Time TypeRequired
Action
Write
- PO HeaderRequired
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- AccountRequired
- Pay methodRequired
- Posted Date
- Text
- Amount
- Fee
- CurrencyRequired
- Bank AccountRequired
- Detail AmountRequired
- Detail Text
- Detail DonorRequired
- Detail ProjectRequired
- Detail External Identifier
Action
Write
- CodeRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Start Date
- Street AddressRequired
- Zip CodeRequired
- PlaceRequired
- Phone
Action
Write
- Voucher NumberRequired
- Transaction SourceRequired
- AccountRequired
- Voucher DateRequired
- TextRequired
- AmountRequired
- CurrencyRequired
- Ext Identifier
- Tax Rule
- Bank Account
- Job Level
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
Action
Write
- Company CodeRequired
- Company DescriptionRequired
- Company Number
- Company Email
- Company Street Address
- Company Zip Code
- Company Place
- Company Country
- Company Phone
- Customer CodeRequired
- Customer DescriptionRequired
- Email
- Name
- Street AddressRequired
- Zip CodeRequired
- PlaceRequired
- CountryRequired
- Phone
Action
Write
- CodeRequired
- Email
- Description
- Name
- Street AddressRequired
- Zip CodeRequired
- PlaceRequired
- Phone
Action
Write
- CodeRequired
- DescriptionRequired
- Email
- Name
- Street AddressRequired
- Zip CodeRequired
- PlaceRequired
- Phone
Action
Write
- Supplier CodeRequired
- CurrencyRequired
- External Order Reference
Action
Write
- Customer CodeRequired
- CurrencyRequired
- External Order Reference
Action
Write
- CodeRequired
Action
Write

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Xledger

Xledger is cloud based accounting platform. It leverages automation to save users time and use complex worflows.

Related categories

Accounting

Salesforce + Xledger

Create or update customers in Xledger from newly-updated fields on Salesforce records

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

Newly Modified AR Transactions.

Newly Modified Donors

Newly Modified Projects

Newly Modified Suppliers

Newly Reconciled Customer Invoices

Create Double Entry GL Item

Create Expense Detail

Create Invoice Base Line

Create or Update Customer

Create or Update a Project

Create Purchase Order Detail

Create Sales Order Detail

Create Timesheet Entry

Update Purchase Order Status

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

Newly Modified AP Transactions.

Newly Modified Customers

Newly Modified Journal Entries

Newly Modified Purchase Orders

Newly Modified Timesheets

Create Donation Deposit

Create Employee

Create GL Import Item

Create or Update Company and Customer

Create or Update Donor

Create or Update Supplier

Create Purchase Order Header

Create Sales Order Header

Get Supplier by Code

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About Xledger

Related categories