Integrate the Xero Accounting API with the Salesforce API

Setup the Xero Accounting API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Xero Accounting and Salesforce remarkably fast. Free for developers.

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Popular Ways to Connect Xero Accounting with Salesforce#

Add Contact to Campaign with Salesforce (REST API) API on Webhook Event Received (Instant) from Xero Accounting API

Xero Accounting + Salesforce

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Add Contact to Campaign with Salesforce API on New or updated contact from Xero Accounting API

Xero Accounting + Salesforce

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Add Contact to Campaign with Salesforce API on New or updated invoice from Xero Accounting API

Xero Accounting + Salesforce

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Add Items to Existing Sales Invoice with Xero Accounting API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Xero Accounting

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Add Items to Existing Sales Invoice with Xero Accounting API on New Deleted Record (of Selectable Type) from Salesforce (REST API) API

Salesforce + Xero Accounting

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Popular Xero Accounting and Salesforce Triggers#

New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

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New Deleted Record (of Selectable Type) from the Salesforce API

Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.

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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

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New Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is created. See the documentation

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New Record (of Selectable Type) from the Salesforce API

Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is created. See the docs for more information.

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Popular Xero Accounting and Salesforce Actions#

Add Items to Existing Sales Invoice with the Xero Accounting API

Adds line items to an existing sales invoice. See the docs here

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Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Bank Statements Report with the Xero Accounting API

Gets bank statements for the specified bank account.

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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

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Create Bank Transaction with the Xero Accounting API

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Overview of Xero Accounting#

The Xero Accounting API offers a powerful gateway to access and manipulate financial data within Xero. Leveraging Pipedream's capabilities, developers can build custom workflows that streamline accounting processes, sync financial data with external systems, and trigger actions based on financial events. This API allows for the automation of tasks such as invoicing, bank reconciliation, bill payments, and reporting, which can lead to significant time savings and enhanced data accuracy.

Connect Xero Accounting#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    xero_accounting_api: {
      type: "app",
      app: "xero_accounting_api",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.xero.com/connections`,
      headers: {
        Authorization: `Bearer ${this.xero_accounting_api.$auth.oauth_access_token}`,
      },
    })
  },
})

Overview of Salesforce#

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Connect Salesforce#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesforce_rest_api: {
      type: "app",
      app: "salesforce_rest_api",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
      headers: {
        Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
      },
    })
  },
})

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