Connect Xero and Salesforce to automate work with AI
Upcoming Invoice Due
Create Follow-Up Task
Loved by people at 1000+ companies
Automate your first workflow
Quickly automate your work with Xero and Salesforce using DryMerge's templates.
Create Salesforce Tasks for Upcoming Due Invoices in Xero
Convert New Xero Estimates into Salesforce Opportunities
Sync Xero Contact Updates with Salesforce Accounts
Create Salesforce Tasks for Xero Payment Approvals
Notify Teams on Slack for Paid Xero Invoices
Create Salesforce Events from New Xero Invoices
How DryMerge works
DryMerge lets you automate work between apps with plain English. Here's how it works.
Create Salesforce tasks for upcoming due invoices in Xero
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Convert new Xero estimates into Salesforce opportunities"
Sure! Connecting
+ DryMerge figures out the details.
Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.
Your workflow is ready to go!
Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.
Ask for an automation, and we'll use AI to create it for you in seconds.
Supported triggers and actions
New Invoice
Triggers when a new invoice is created in Xero
Updated Invoice
Triggers when an existing invoice is updated in Xero
New Contact
Triggers when a new contact is added in Xero
Updated Contact
Triggers when an existing contact is updated in Xero
New Payment
Triggers when a new payment is made in Xero
New Bill
Triggers when a new bill is created in Xero
Updated Bill
Triggers when an existing bill is updated in Xero
New Purchase Order
Triggers when a new purchase order is created in Xero
Updated Purchase Order
Triggers when an existing purchase order is updated in Xero
About Xero
Xero is a cloud-based accounting software platform for small and medium-sized businesses. Automate invoicing, bank reconciliation, bookkeeping, and more.
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About Xero
Xero is a cloud-based accounting software platform for small and medium-sized businesses. Automate invoicing, bank reconciliation, bookkeeping, and more.
Similar apps
About Salesforce
Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.
Similar apps
About Salesforce
Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.
Similar apps
Get Started with DryMerge
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