About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Products
Learn more about Zapier's new products.

Zapier Tables Zapier Interfaces Zapier Canvas Zapier Chatbots

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Question

How to extract xero Invoice PDF and send it to Salesforce

  • 18 May 2024
  • 3 replies
  • 21 views
R

Hi All,

We are getting Xero Invoice PDF value in “Find invoice Element” in our Zap but how to convert that in to PDF and store in our Salesforce instance ?

 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

fiona819
Userlevel 3
Badge +3

@Robin Jain Hey you can link the “invoice pdf” field to the field that is “file” in your salesforce action. 

 

Mine below is from Xero get invoice → Upload file in dropbox and I did exactly the same thing. 

 

 

R

Are you storing Xero Invoice PDF in your dropbox ? Is above configuration working for you ?
When i am doing same thing using Document object in Salesforce to store invoice , record is creating in SF but instead of PDF there is URL which is not giving any fruitful result

 

 

ken.a
Userlevel 7
Badge +6

Hi friends, 

You might want to dehydrate a file if you want the Zap to return the contents of the file. More about on how to dehydrate a file here: 

Hopefully, this helps!

Terms & Conditions