--- title: "Connect Xero to Salesforge - APIANT.ai" description: "When \"New bill\" fires in Xero, your agent runs \"Add contact\" in Salesforge. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/xero-to-salesforge" --- # Connect Xero to Salesforge When **New bill** fires in [Xero](https://apiant.ai/connections/xero), your agent runs **Add contact** in [Salesforge](https://apiant.ai/connections/salesforge). Describe the whole flow and it is built, tested on every scenario and kept running. Xero **4** triggers Xero **26** actions Salesforge **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Xero and Salesforge to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Xero can start in Salesforge - When **New bill** in Xero then **Add contact** in Salesforge - When **New or updated contact** in Xero then **Get contact** in Salesforge Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Xero and Salesforge ## Triggers and actions 4 triggers · 37 actions - Trigger **New bill** Triggered when a new bill (ACCPAY) is added. - Trigger **New or updated contact** Triggered when a contact is created or updated. - Trigger **New payment** Triggered when a new payment is received. - Trigger **New sales invoice** Triggered when a new sales invoice (ACCREC) is added. - Action **Add account** Create a chart of accounts entry. - Action **Add credit note** Create a credit note. - Action **Add item** Create an inventory/sales item. - Action **Add purchase order** Create a purchase order. - Action **Add quote** Create a quote. - Action **Create bank transaction** Create a spend or receive money bank transaction. - Action **Create bill** Create a new bill (Accounts Payable, Type=ACCPAY). - Action **Create or update contact** Create a new contact or update an existing one. - Action **Create payment** Create a payment against an approved invoice. - Action **Create sales invoice** Create a new sales invoice (Accounts Receivable, Type=ACCREC). - Action **Find contact by email** Find a contact by email address. - Action **Get contact** Retrieve a single contact by ContactID. - Action **Get invoice** Retrieve a single invoice by InvoiceID. - Action **Get quote** Returns one quote by its id, with its contact, status, line items and totals. - Action **List accounts** Retrieve the chart of accounts. - Action **List bank transactions** List bank transactions. - Action **List contacts** Retrieve contacts from Xero. - Action **List credit notes** List credit notes. - Action **List invoices** Retrieve sales invoices and bills. - Action **List items** List items. - Action **List organisations** Retrieve organisation details for the connected Xero tenant. - Action **List payments** Retrieve payments. - Action **List purchase orders** List purchase orders. - Action **List tax rates** List tax rates. - Action **Update contact** Update a contact by id. - Action **Update invoice** Update a draft/submitted invoice. - Action **Add contact** Creates a contact in a Salesforge workspace. Requires a first name and at least one of email or LinkedIn URL. - Action **Add contacts to do-not-contact list** Adds email addresses or domains to a workspace's do-not-contact list so they are never emailed. - Action **Add contacts to sequence** Assigns one or more existing contacts to a sequence in a Salesforge workspace. - Action **Add sequence** Creates a new email sequence in a Salesforge workspace. - Action **Get contact** Returns a Salesforge contact, including its custom variables, tags and sequence enrollment status. - Action **Get sequence** Returns a single sequence by ID, including its status, steps, assigned mailboxes and engagement metrics. - Action **List contacts** Returns the contacts in a Salesforge workspace, optionally filtered by tag, email validation status, or contacts not yet in a given sequence. - Action **List do-not-contact entries** Returns the do-not-contact entries (emails, domains and LinkedIn profiles) in a Salesforge workspace. - Action **List sequences** Returns the sequences in a Salesforge workspace, optionally filtered by status, product, sequence IDs or sequence type. - Action **List workspaces** Returns the workspaces on your Salesforge account. - Action **Update sequence status** Activates or pauses a Salesforge sequence. ## Each app on its own - [ **Xero** Xero online accounting — manage contacts, invoices, bills, payments, accounts, and bank transactions via the...](https://apiant.ai/connections/xero) - [ **Salesforge** Salesforge is AI cold email automation software that helps you do cold outreach at any scale in any language.](https://apiant.ai/connections/salesforge) Reviews ## What our customers say ## More from Xero - [ **Xero to Eventzilla** Eventzilla is a do-it-yourself event ticketing and marketing platform that helps event organizers to sell...](https://apiant.ai/connect/xero-to-eventzilla) - [ **Xero to FormAPI** DocSpring is a service that helps you fill out and sign PDF templates.](https://apiant.ai/connect/xero-to-formapi) - [ **Xero to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/xero-to-zoom) - [ **Xero to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/xero-to-linkedin) - [ **Xero to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/xero-to-facebook) - [ **Xero to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/xero-to-anthropic) ## More into Salesforge - [ **HubSpot to Salesforge** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesforge) - [ **Salesforce to Salesforge** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-salesforge) - [ **Slack to Salesforge** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-salesforge) - [ **Google Sheets to Salesforge** Google Sheets](https://apiant.ai/connect/google-sheets-to-salesforge) - [ **Gmail to Salesforge** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-salesforge) - [ **Google Calendar to Salesforge** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesforge) Questions ## Xero and Salesforge, answered ### ### What can start an automation from Xero? Any of Xero's 4 triggers in the catalog, including New bill, New or updated contact, New payment and New sales invoice. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesforge when something happens in Xero? Any of Salesforge's 11 actions, including Update sequence status, Add contact, Add contacts to do-not-contact list and Add contacts to sequence. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesforge to Xero? Salesforge has no triggers in the catalog today, so automations start in Xero. If you need the other direction, ask: your agent reads Salesforge's API documentation and adds it. ### ### Do I have to build a connector for Xero or Salesforge? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Xero and Salesforge without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.