How can I filter invoices from specific clients?

You can specify criteria to filter invoices from particular clients, such as client names or client ID, and DryMerge will handle the rest.

Can I also create leads in Salesforce instead of records?

Yes, you can create leads in Salesforce instead of records. Describe the necessary changes, and DryMerge will adjust the automation for you.

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

This automation is helpful for finance teams and sales managers who want to ensure that all financial activities are mirrored accurately in their CRM for better tracking and analysis.

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Salesforce + Xero

Create Salesforce Records for New Xero Invoices

Ensure your financial records reflect your sales activities by creating records in Salesforce for new invoices generated in Xero. This helps finance teams track sales activities and maintain accurate records.

New Invoice Created

Triggers when a new invoice is created in Xero.

Create Salesforce Record

Adds the invoice details as a new record in Salesforce.

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

or pick a common variation below

Create Salesforce Events from New Xero Invoices

Salesforce + Xero

Create Salesforce Opportunities for New Xero Invoices Sent

Salesforce + Xero

Create Salesforce Tasks for Xero Payment Approvals

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 records for new Xero invoices"

Create Salesforce records for new Xero invoices

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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HubSpot

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Zoho CRM

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Spreadsheets

Get Started with DryMerge

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