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Salesforce and Xero integration

Save yourself the work of writing custom integrations for Salesforce and Xero and use n8n instead. Build adaptable and scalable Sales, Communication, workflows that work with your technology stack. All within a building experience you will love.

How to connect Salesforce and Xero

Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Salesforce and Xero integration: Create a new workflow and add the first step

Build your own Salesforce and Xero integration

Create custom Salesforce and Xero workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Salesforce supported actions

Xero supported actions

Salesforce and Xero integration details

Salesforce

Salesforce

Salesforce is one of the best cloud-based CRM (Customer Relationship Management) platform. It is an integrated CRM that provides a single shared view of each customer for all the departments within an organization, such as Marketing, Sales, Commerce, and Service.

Xero

Xero

Xero is a powerful cloud-based accounting software product that lets small-businesses, accountants and bookkeepers manage their finances from anywhere and integrate with more than 1,000 apps. The Xero App Store makes it easy to navigate and find the right apps for your business needs.

Supercharge your CRM

Need a more powerful integration with your CRM? n8n lets you go beyond standard integrations offered by popular CRMs!

Learn more

FAQ about Salesforce integrations

Need help setting up your Salesforce and Xero integration?

Discover our latest community's recommendations and join the discussions about Salesforce and Xero integration.

  • trijste

    Help getting the MCP trigger to pass a variable into an http request tool

    trijste

    I’m trying to build an MCP server that has access to my Salesforce org, but only at the schema and describe object level, ideally to provide more information for building out SOQL queries using custom fields from custom …

    Open topic
  • DV

    Salesforce platform events capture - to trigger N8n flow

    DV

    I could not find node of trigger type, which will start workflow when “platform event is publishjed from salesforce”. I am looking for support in n8n to listen to platform event as soon as published by SalesForce.

    Open topic
  • Graeme Smith

    How to connect credentials to Salesforce Custom Domain?

    Graeme Smith

    Describe the problem/error/question Unable to create credentials (oauth) for salesforce sandbox with custom domain What is the error message (if any)? error=redirect_uri_mismatch redirect_url_must_match_configuration I…

    Open topic

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Why

Why use n8n to integrate Salesforce with Xero

Handle branching, merging and iteration easily. Pause your workflow to wait for external events.

Re-run single steps to test changes in no time. And pin your data to avoid generating trigger events every time you execute.

Your data is displayed alongside your settings, making edge cases easy to track down.

Use 1000+ workflow templates available from our core team and our community.

Copy and paste, easily import and export workflows.

Simple enough to 
understand + sophisticated 
enough to ship