Connect Salesforce and Xero integrations
Connect Salesforce and Xero with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Salesforce and Xero to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a bulk data job is created.
Triggers when a field has changed in an object.
Triggers when a record is created or updated in an object.
Adds a contact to a specified contact group.
Archives a contact with a given ID.
Creates a new bank transaction.
Transfers a specified amount from one account to another.
Creates a new batch payment.
Creates a new contact.
Creates a contact group.
Creates a new credit note.
Creates a new folder.
Adds a note to a record.
Creates a manual journal.
Creates a new account.
Creates a new asset type.
Creates a new employee.
Creates a new invoice.
Creates a new item.
Use this method to apply payments to approved AR and AP invoices or refund AR or AP credit notes.
Creates a new purchase order.
Creates a quote.
Creates a new timesheet.
Creates a new tracking category.
Deletes all contacts from a contact group.
Deletes an existing file.
Deletes an existing folder.
Deletes an existing purchase order.
Deletes an existing timesheet.
Deletes an existing tracking category.
Downloads an attachment.
Downloads an invoice.
Returns information about a transaction with a specified ID.
Retrieves contact information by ID.
Returns information about a contact group.
Returns information about a credit note with a specified ID.
Retrieves an existing file.
Retrieves an existing folder.
Returns information about a manual journal.
Returns information about an account with a specified ID.
Retrieves an existing asset.
Retrieves an existing asset type.
Returns information about an invoice with a given ID.
Retrieves Xero online invoice URL.
Searches for an item by item ID or item code.
Retrieves information about a payment with a specified ID.
Returns information about a purchase order with a specified ID.
Retrieves a sales invoice PDF.
Retrieves a setting object.
Retrieves an existing timesheet.
Retrieves an existing tracking category.
Performs an arbitrary authorized API call.
Removes a contact from a contact group.
The email will be sent to the primary email address of the contact on the invoice. The invoice must be of Type ACCREC and a valid Status for sending (SUMBITTED,AUTHORISED or PAID).
Updates a contact by ID.
Updates an existing file.
Updates an existing folder.
Updates a new account.
Updates an existing asset.
Updates an existing asset type.
Updates an employee by ID.
Updates an invoice by ID.
Updates an item by ID.
Updates an existing purchase order.
Updates an existing tracking category.
Uploads a file to a selected object.
Uploads a file using Files API.
Сreates a new asset.
Returns bank statements for a selected bank account.
Returns the balances and cash movements for each bank account.
Retrieves the changes made to a given object.
Lists all existing asset types.
Retrieves a list of attachments.
Lists all existing files.
Lists all existing folders.
Lists all existing tenants.
Searches for assets or lists them all.
Finds an account by ID, name, or code.
Searches for a contact group.
Searches for a contact by name or email.
Searches for an invoice.
Returns a list of items.
Searches for a manual journals.
Finds a tax rate by name.
Searches for payments or lists them all.
Searches for timesheets or lists them all.
Searches for tracking categories or lists them all.
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Build your Salesforce and Xero integrations.
Create custom Salesforce and Xero workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a contact to a specified contact group.
Archives a contact with a given ID.
Completes or aborts a job.
Creates a new bank transaction.
Transfers a specified amount from one account to another.
Creates a new batch payment.
Creates a new contact.
Creates a contact group.
Creates a new credit note.
Connect any app with Salesforce and Xero
Popular Salesforce and Xero workflows.
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