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Update Salesforce Payment to Paid when Invoice is paid in Xero
“Anytime a new payment is created in Xero, find invoice in Xero, find record in Salesforce, etc.”
created by
Jessica Macpherson
How Zapier works (57 sec)
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Trusted at companies large and small
This Zap works in 4 steps …
Step 1 - Trigger
Anytime a new payment is created in Your App
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Step 2 - Action
Find invoice in Your App
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Step 3 - Action
Find record in Salesforce
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Step 4 - Action
Update record in Salesforce
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2 minutes to set up
Get back 0.2 hrs /week
32 people use this app pairing
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.
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