How can I filter invoices sent to specific client types?

You can specify the criteria to filter invoices based on client types, like keywords or client categories, and DryMerge will take care of the rest.

Can I also create tasks in Salesforce instead of opportunities?

Yes, you can create tasks in Salesforce instead of opportunities. Describe what changes you need, and DryMerge will update the automation for you.

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

This automation is beneficial for sales teams and account managers who want to stay proactive in their outreach by following up on newly generated invoices.

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Salesforce + Xero

Create Salesforce Opportunities for New Xero Invoices Sent

Enhance your customer interactions by creating new Salesforce opportunities whenever new invoices are sent in Xero. This helps sales teams quickly follow up on generated invoices and streamline their sales outreach.

New Invoice Sent

Triggers when a new invoice is sent in Xero.

Create Opportunity

Creates a new opportunity in Salesforce with invoice details.

See more Salesforce to Xero integrations or use AI to customize your automation.

or pick a common variation below

Create Salesforce Records for New Xero Invoices

Salesforce + Xero

Create Salesforce Events from New Xero Invoices

Salesforce + Xero

Update Salesforce Opportunities for Xero Payment Status Changes

Salesforce + Xero

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Salesforce opportunities for new Xero invoices sent"

Create Salesforce opportunities for new Xero invoices sent

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 Salesforce + Xero.

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

Create Case

Creates a new case in Salesforce

Delete Case

Deletes a case in Salesforce

Update Case

Updates an existing case in Salesforce

Read Case

Reads details of a case in Salesforce

App details

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

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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Spreadsheets

Get Started with DryMerge

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