06/09/2024
SFX – Easily connect Salesforce CRM with Xero
Step 1: Connect to Xero
Step 2: Map your fields
Step 3: Automate using flows
You heard that right, it is convenient to install and connect Salesforce and Xero. In order to make you comfortable on how to use SFX, a demo can be organised upon request. You can auto create an invoice using flows, with option to email invoice from Salesforce or Xero, sync up-to-date thus reducing the chances of error.
Learn more about SFX here.