Connect Xero and Salesforce with AI
Popular Xero and Salesforce Integrations
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 to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Convert new Xero estimates into Salesforce opportunities"
Create Salesforce tasks for upcoming due invoices in Xero
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.
Sure! Connecting
+ 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.
Our Capabilities
See what DryMerge can do with Xero + Salesforce.
Create Xero Inventory Item
Creates a new inventory item in Xero
Create Xero Contact
Creates a new contact in Xero
Search Xero Inventory
Searches for inventory items in Xero
Low Quantity Xero Item
Triggers when inventory items fall below a specified threshold
Create Contact
Creates a new contact in Salesforce
Delete Contact
Deletes a contact in Salesforce
Update Contact
Updates an existing contact in Salesforce
Read Contact
Reads details of a contact in Salesforce
Create Account
Creates a new account in Salesforce
Delete Account
Deletes an account in Salesforce
Update Account
Updates an account in Salesforce
Read Account
Reads an account in Salesforce
App details
Xero
Xero is a cloud-based accounting software platform for small and medium-sized businesses. Automate invoicing, bank reconciliation, bookkeeping, and more.
Salesforce
Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.
Related apps
Get Started with DryMerge
Start automating today.