Connect and Integrate Salesforce with Xero

Just choose your app, click to connect, add conditions, and see the magic happen. No coding needed.

Use cases

What you can build with Salesforce + Xero

Every workflow runs automatically in the background — no manual effort after setup.

When Record Created In Custom Module in Salesforce, Create Bill in Xero

This trigger fires when a new record is created in Salesforce under the selected module

When Record Created In Custom Module in Salesforce, Create Bank Transfer in Xero

This trigger fires when a new record is created in Salesforce under the selected module

When Record Created In Custom Module in Salesforce, Create Bank Transaction in Xero

This trigger fires when a new record is created in Salesforce under the selected module

When Record Created In Custom Module in Salesforce, Create Credit Note in Xero

This trigger fires when a new record is created in Salesforce under the selected module

When Record Created In Custom Module in Salesforce, Update Credit Note Allocation in Xero

This trigger fires when a new record is created in Salesforce under the selected module

When Record Created In Custom Module in Salesforce, Create Payment in Xero

This trigger fires when a new record is created in Salesforce under the selected module

When Record Created In Custom Module in Salesforce, Delete Payment in Xero

This trigger fires when a new record is created in Salesforce under the selected module

When Record Created In Custom Module in Salesforce, Create Contact in Xero

This trigger fires when a new record is created in Salesforce under the selected module

When Record Created In Custom Module in Salesforce, Update Contact in Xero

This trigger fires when a new record is created in Salesforce under the selected module

Automate Salesforce + Xero in minutes

Select a trigger and action below to set up your automation.

How It Works

Get connected in minutes

Sign up for Konnectify

Create a free Konnectify account at konnectify.co — no credit card required.

Connect your Salesforce account

Authorize Konnectify to access Salesforce securely using OAuth. Your credentials are never stored.

Connect your Xero account

In the same way, authorize Konnectify to access Xero so it can send data on your behalf.

Choose a trigger and activate

Select the Salesforce event that should start the workflow, map the fields to Xero, and turn on the automation.

Salesforce

Trigger

Xero

Action

Salesforce

Action

Xero

Action

Connect Salesforce + Xero to Automate these Workflows

Record Created In Custom Module Create Bill

This trigger fires when a new record is created in Salesforce under the selected module

Record Created In Custom Module Create Bank Transfer

This trigger fires when a new record is created in Salesforce under the selected module

Record Created In Custom Module Create Bank Transaction

This trigger fires when a new record is created in Salesforce under the selected module

Record Created In Custom Module Create Credit Note

This trigger fires when a new record is created in Salesforce under the selected module

Record Created In Custom Module Update Credit Note Allocation

This trigger fires when a new record is created in Salesforce under the selected module

Record Created In Custom Module Create Payment

This trigger fires when a new record is created in Salesforce under the selected module

Record Created In Custom Module Delete Payment

This trigger fires when a new record is created in Salesforce under the selected module

Record Created In Custom Module Create Contact

This trigger fires when a new record is created in Salesforce under the selected module

Record Created In Custom Module Update Contact

This trigger fires when a new record is created in Salesforce under the selected module

Got Questions?

Find answers to common questions about connecting Salesforce with Xero through Konnectify. Get in touch.

How do I connect Salesforce with Xero?

You can connect Salesforce with Xero using Konnectify in minutes — no coding required. Sign up, pick a trigger from Salesforce, choose an action in Xero, and activate your workflow.

What can I automate between Salesforce and Xero?

Konnectify lets you automate repetitive tasks between Salesforce and Xero such as syncing data, sending notifications, creating records, and more — all triggered automatically in real time.

Do I need technical skills to integrate Salesforce with Xero?

No. Konnectify is a no-code platform. You can build and run Salesforce + Xero integrations through a visual interface without writing any code.

Is the Salesforce and Xero integration free?

Yes, Konnectify offers a free plan that lets you start automating between Salesforce and Xero right away. Paid plans unlock higher task volumes and advanced features.

How long does it take to set up the Salesforce + Xero integration?

Most users are up and running in under 5 minutes. Simply select your trigger event in Salesforce, map the fields to Xero, and turn on the workflow.

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