Salesforce and Xero integration + automation

Salesforce and Xero integrations couldn’t be easier with the Tray Platform’s robust Salesforce and Xero connectors, which can connect to any service without the need for separate integration tools.

Popular Salesforce and Xero integrations

Uses

Marketing, Sales

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

On Apex trigger (advanced), On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record UpdateShow all

Operations

Batch create records, Batch delete records, Batch update records, Bulk upsert records, Convert Lead, Count records, Create amendment quote, Create custom field, Create query job, Create recordShow all

See documentation >

Uses

Finance and Accounting

Category

Finance and Accounting

Connector type

Tray Connector

Triggers

List tenancies DDL, Webhook

Operations

Apply payments, Delete invoice, Delete payment, Email invoice, Get contact, Get invoice, Get invoice URL, List invoice numbers DDL, List invoices, List item codes DDL

sean-passanisi

With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi - Senior Manager, Sales and Marketing Operations

Udemy

Tray.io is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021
With the Tray platform you can connect any web service

Custom Salesforce + Xero integrations, fast

Streamline your sales, recordkeeping, and order-to-cash (O2C) processes with custom Salesforce + Xero integrations on the low-code Tray Platform. Now, business users can stand up Xero + Salesforce API integrations in moments, without the need for IT support. Connect your CRM, your accounting software, and any data source, including email, FTP, flat files such as CSVs, and any other app in your tech stack, even using data within custom fields.

Take full control of your sales and accounting data to speed up your sales cycle, win more deals, and take data governance to the next level. It’s as simple as using our Xero and Salesforce connectors in our 100% visual builder to drag and drop together custom integrations, break down data silos, and unify data across your entire revenue stack.

Our platform also gives you the power to stand up custom Salesforce + Xero automation in minutes. Skip the manual copy-paste work and the Data Loader timeouts. Now, you can design automated workflows that expedite time-consuming processes such as deal desk meetings, contract approvals, and invoice processing while you focus on higher-level sales and finance strategy.

tray-control-automation

Custom Xero + Salesforce automation

Business users in sales operations, accounting, and other teams across the organization love using our platform to make their finance and sales desk processes more efficient. With custom Xero + Salesforce automation, you can skip hours of meetings and manual record updates.

Our platform makes it easy to orchestrate highly customized, multi-step processes for sales, finance, accounting, and recordkeeping. Use our full suite of native integrations, data helpers, and custom logic operators to design the exact automated workflow you need to fit your unique business needs.

With the Tray Platform, you can stand up bi-directional syncs across Salesforce, Xero, your ERP, payment processing and other tools to instantly refresh records and keep your sales, finance, and revenue squads on the same page at all times. As a result, your teams can stop spending hours on manual data entry, boost sales productivity, and focus on creating a winning strategy for the future.

Tray Embedded enables teams to scale and increase retention

Automate advanced Xero + Salesforce use cases

We make automation and integrations easy for business users. However, technical users appreciate using a platform with the power to run billions of events daily. And power users love building on the Tray Platform because our elastic, serverless architecture scales with everything they build, even when data needs change over time.

Ready to get more out of Xero, Salesforce, and all the tools you use every day? Use our platform to create an automated deal desk that makes approvals as simple as a few clicks and auto-syncs contract and revenue records. Or, automate the entire O2C process by integrating deal data within Salesforce, accounting records within Xero, and your contract and payment processing tools to convert closed-won deals to paying accounts faster. There’s no limit to what you can automate, since the Tray Platform also connects popular tools such as Salesforce Pardot, Asana, Zendesk, Slack, Netsuite, Marketo, Jira, HubSpot, Magento, Mailchimp, Shopify, Wordpress, Kafka, ZoomInfo, Wrike, SendGrid, DocuSign Wordpress, Ringcentral, and many others.

Security experts trust the Tray Platform, even with sensitive data. We offer enterprise-grade security, including SOC 2 Type 2 certification and compliance with data privacy regulations such as GDPR, CCPA, and HIPAA.

Popular Customer Relationship Management (CRM) and Finance and Accounting Connectors

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The Tray Platform is...

Flexible

Flexible

Connect to anythingAccess every endpointAutomate any event

Easy

Easy

Visual and intuitive UX Clicks-or-code automationCollaborative development

Powerful

Powerful

Logical operatorsAdvanced capabilitiesReal-time logs

Scalable

Scalable

Elastic scalabilityParallel processingLog data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access

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