Connect Salesforce to Xero

Add contact to campaign

Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.

Add lead to campaign

Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted,...

Add product to opportunity

Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.

Apply lead assignment rules

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Allow a brief propagation delay before querying updated ownership or field values after ru...

Associate contact to account

Associates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, use SALESFORCE_UPDATE_CONTACT instead.

Clone opportunity with products

Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.

Create Bank Transaction

Create a bank transaction in Xero. Use SPEND for payments out or RECEIVE for money received.

Create Contact

Create a new contact in Xero. Contacts can be customers, suppliers, or both.

Create Invoice

Create a new invoice in Xero. Supports both sales invoices (ACCREC) and bills (ACCPAY).

Create Item

Create an inventory item in Xero. Items can be tracked for sales and/or purchases.

Create Manual Journal

Create one or more manual journals (journal entries) in Xero with journal lines. Manual journals must balance (debits equal credits).

Create Payment

Create a payment in Xero to link an invoice with a bank account transaction.