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.

Xero

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

Salesforce

Jeremy Waanders

Anytime a new payment is created in Xero, find record in Salesforce, create record (utc) in Salesforce, etc. NEED TO ADD FILTER PAYMENT>OPP AMOUNT

Create Payments in Salesforce when invoices are paid

“Anytime a new payment is created in Xero, find record in Salesforce, create record (utc) in Salesforce, etc. NEED TO ADD FILTER PAYMENT>OPP AMOUNT”

Trusted at companies large and small

This Zap works in 4 steps …

Anytime a new payment is created in Xero

Find record in Salesforce

Create record (utc) in Salesforce

Update record in Salesforce

This Zap uses the following 2 apps

Xero

Salesforce

Xero + Salesforce