Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.Salesforce Integrations
Xero + SalesforceUpdate Custom Object in Salesforce when New Bill is created in Xero Read More...
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Triggered when you add a new bill. (Accounts Payable)
Triggered when you add a new contact.
Triggered when you receive a new payment.
Triggered when a new quote is created.
Triggered when you add a new sales invoice. (Accounts Receivable)
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Transfers money between two bank accounts.
Creates a new bill (Accounts Payable).
Creates a new credit note for a contact.
Creates a new quote draft.
Applies a payment to an invoice.
Creates a new purchase order for a contact.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new item or updates a item if a product already exists.
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Coined as “the world’s leading cloud accounting software”, Xero is a New Zealand based company that delivers online accounting software. It is a cloud based platform and works on an online model. This is an online bookkeeping software with thousands of businesses using it globally. It has been designed for small businesses to manage their finances, track their income and expenses.
With the integration of Xero and Salesforce, companies can now manage their accounts easily and efficiently. Since both Salesforce and Xero are cloud-based applications, this integration is seamless. With this integration, companies can seamlessly move transactions from Xero to Salesforce and vice-versa. With this integration, there is no need to move data from app to app.
Benefits of Integration
Integration of Xero and Salesforce creates a bridge between the two platforms, allowing users to see financial data all in one place. This is especially helpful for small businesses that need to monitor the performance of their business on one platform. There are many benefits of integration of Xero and Salesforce.
Integration of Xero and Salesforce has several benefits for businesses:
The process to integrate Xero and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.