CRM software solutions and enterprise cloud computing from salesforce.com, the leader in CRM and platform as a service.

Xero online accounting software for business. Web based system for invoicing/billing, accounts payable, bank reconciliation and bookkeeping.

crm tier-1
accounting tier-2

Salesforce AppExchange Logo

Bulk Operations

  • Bulk Insert

    You will need to prepare a CSV file, in which columns should be named after Salesforce API field names. More info on the CSV format can be found in Salesforce Bulk API documentation. You can use Pipline Rows in the Bucket built-in channel to construct the CSV from within Cloudpipes.

  • Bulk Upsert

    You will need to prepare a CSV file, in which columns should be named after Salesforce API field names. More info on the CSV format can be found in Salesforce Bulk API documentation. You can use Pipline Rows in the Bucket built-in channel to construct the CSV from within Cloudpipes.

Objects

  • Object ID
  • Object Created

    Triggers when a new object is created in Salesforce. Only objects queryable by the user are shown.

  • Object Updated

    Triggers when an object is updated in Salesforce. Only objects queryable by the user are shown.

  • Object Deleted

    Triggers when an object is deleted in Salesforce. Only objects queryable by the user are shown.

  • Create an Object

    Creates an object in Salesforce. Custom fields and custom objects are also supported. Only object types creatable by the user are shown.

  • Update an Object

    Updates a Salesforce object. Custom fields and custom objects are also supported. Only object types updatable by the user are shown.

  • Delete an Object

    Deletes a Salesforce object. Custom objects are also supported. Only object types deletable by the user are shown.

  • Get an Object by ID

    Get a Salesforce object by ID

  • Query Single Object

    Get a single Salesforce object by SOQL query.

  • Upsert Object

    Updates or Inserts object based on an external ID. If the External ID is present in Salesforce then the object is updated, otherwise it is created.

  • Look Up Object

  • Generic SOQL Query

    ADVANCED: Gives you a full freedom to execute an SOQL query. Each result contains a field named attributes which contains the raw attributes as returned buy Salesforce Rest API.The pipe is a low-level interface to Salesforce API. It does not provide schema info, so you will have to run it once to see what results look like. HINT you can add LIMIT 1 to your query, to fetch just one result while testing.

  • Search Objects (SOQL)

    Search for objects in Salesforce using Salesforce Object Query Language (SOQL). Only object types queryable by the user are shown. The query sent to Salesforce is SELECT <ALL FIELDS> FROM <Object Type> WHERE <Query>.

  • Search Objects (SOSL)

    Search for objects in Salesforce using Salesforce Object Search Language (SOSL). Only object types searchable by the user are shown. Always searches in all fields. The query sent to Salesforce is FIND {<Query>} RETURNING <Object Type>(<ALL FIELDS>). If the Search Type is sosl you can use queries like map* AND NOT paper. For the text option input is automatically escaped so that you don’t have to worry about escaping special SOSL characters, like { and *.


Contacts

  • ID
    Contact Number
    Account Number
    Contact Status
    Name
    First Name
    Last Name
    Email Address
    Skype User Name
    Bank Account Details
    Tax Number
    Accounts Receivable Tax Type
    Accounts Payable Tax Type
    Is Supplier
    Is Customer
    Default Currency
    Updated At
  • Contact Updated

    Triggers when a Contact is updated.

  • Create a Contact

    Creates a new Contact in the selected Sheet.

  • Update a Contact

    Updates the selected Contact.

  • Search Contacts

    Searches for Contacts in the selected Sheet and returns a list.

Invoices

  • ID
    Type
    Contact
    You can supply a Contact ID, or give an email or contact name. Note that if you supply a Contact email or name, it has to exactly match the one in Xero. If no contact is found, or more than one contact matches the supplied value, this will result in a runtime error.
    Date
    Due Date
    Invoice Number
    Reference
    URL
    Currency Code
    Currency Rate
    Status
    Sent to Contact
    Expected Payment Date
    Planned Payment Date
    Sub Total
    Total Tax
    Total
    Total Discount
    Line Items
    Amount Due
    Amount Paid
    Fully Paid on Date
    Amount Credited
    Updated At
  • Invoice Updated

    Triggers when a Invoice is updated.

  • Create an Invoice

    Creates an Invoice

  • Update an Invoice

    Updates an Invoice

  • Search Invoices

    Searches for Invoices in the selected Sheet and returns a list.