How can I filter for transactions above a certain amount?

DryMerge allows you to filter bank transactions by their amount. Simply specify the value threshold you want to track, and DryMerge will handle the rest.

Can I also use this with Wave instead of Xero?

Yes, you can use this with Wave instead of Xero. Provide the details of your requirements, and DryMerge will adjust the automation to fit Wave.

Which people use this automation? What do they use it for?

This automation is used by accountants and financial controllers who need to track daily financial transactions and ensure they align with the company’s financial records.

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Microsoft To Do + Xero

Create Microsoft To Do Tasks for Bank Transactions in Xero

Monitor and manage your cash flow by creating tasks in Microsoft To Do for each new bank transaction in Xero. This helps ensure that all financial activities are accounted for and discrepancies are addressed promptly.

New Bank Transaction

Triggers when a new bank transaction is recorded in Xero.

Create To Do Task

Creates a task in Microsoft To Do for the new transaction.

See more Microsoft To Do to Xero integrations or use AI to customize your automation.

or pick a common variation below

Create Microsoft To Do Tasks for Paid Invoices in Xero

Microsoft To Do + Xero

Add New Invoices from Xero to Microsoft To Do

Microsoft To Do + Xero

Track Overdue Invoices from Xero in Microsoft To Do

Microsoft To Do + Xero

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Microsoft To Do tasks for bank transactions in Xero"

Create Microsoft To Do tasks for bank transactions 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.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Microsoft To Do + Xero.

Create Microsoft To-Do List

Creates a new list in Microsoft To-Do

List Microsoft To-Do Lists

Lists all the lists in Microsoft To-Do

Create Microsoft To-Do Task

Creates a new task in a Microsoft To-Do list

Update Microsoft To-Do Task

Updates an existing task in Microsoft To-Do

Mark Microsoft To-Do Task as Completed

Marks a task as completed in Microsoft To-Do

List Microsoft To-Do Tasks

Lists all tasks in a Microsoft To-Do list

New Microsoft To-Do Task

Triggers when a new task is created in Microsoft To-Do

Completed Microsoft To-Do Task

Triggers when a task is marked as completed in Microsoft To-Do

Updated Microsoft To-Do Task

Triggers when a task is updated in Microsoft To-Do

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

App details

Microsoft To Do

Microsoft To Do is a cloud-based task management application. Create to-do lists, set reminders, and collaborate on shared tasks to boost productivity.

Xero

Xero is a cloud-based accounting software platform for small and medium-sized businesses. Automate invoicing, bank reconciliation, bookkeeping, and more.