Salesforce to Xero – Invoice History Notes Sync

Salesforce to Xero – Invoice History Notes Sync

This article explains how Notes or History records created in Salesforce can be synced and displayed in Xero against an invoice.

Flow Configuration Steps

Step 1: Create Record Triggered Flow

  1. Navigate to Setup → Flows

  2. Click New Flow

  3. Select Record Triggered Flow

  4. Choose the object where notes or history is stored.

  5. Configure the flow to trigger on Record Create or Update.

Step 3: Add Apex Action to the Flow

Use the following Apex Action:

  • Apex Action Name: SFXUtilMethods

  • Input Parameter:

HistoryEndPoint : Invoices

HistoryNotes : Defines the message that will be sent to Xero invoice history.(ex -> Invoice Approved by Team)

HistoryRecodId : {!$Record.Invoice_External_Id__c}

method : updateHistory

orgid : {!$Record.Xero_Org_Unique_Id__c}

This Apex action will:

Trigger the xero functionality to create the notes under that particular invoice

Screenshot Reference




 Step 4: Activate Flow

Save and activate the flow after configuration.


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