Sign Up
Update Salesforce Payment to Paid when Invoice is paid in Xero
“Anytime a new payment is created in Xero, find invoice in Xero, find Payment record in Salesforce, and update Payment Method, Payment Date and Payment Status.”
created by
Jessica Macpherson
How Zapier works (57 sec)
Loading
Try this Zap
FREE for 14 days
Trusted at companies large and small
This Zap works in 4 steps …
Step 1 - Trigger
Anytime a new payment is created in Xero
Learn More
Step 2 - Action
Find invoice in Xero
Learn More
Step 3 - Action
Find record in Salesforce
Learn More
Step 4 - Action
Update record in Salesforce
Learn More
1
2
3
4
2 minutes to set up
Get back 0.2 hrs /week
8 people use this zap
This Zap uses the following 2 apps
Xero
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.
Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Xero + Salesforce
Check out all the other ways you can connect Xero and Salesforce.
Learn More