How can I filter for invoices due in a specific time frame?

You can set the criteria for the due date range, and DryMerge will filter invoices accordingly.

Can I create events in Salesforce instead of tasks?

Yes, you can create events in Salesforce instead of tasks. Describe the necessary changes, and DryMerge will adjust the automation accordingly.

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

This automation is utilized by sales and finance teams to ensure timely follow-ups on upcoming due payments for prompt collections.

Home Contact Pricing Apps Blog

Salesforce + Xero

Create Salesforce Tasks for Upcoming Due Invoices in Xero

Stay organized by logging new Salesforce tasks whenever an invoice due date is approaching in Xero. This allows sales and finance teams to follow up on upcoming due payments promptly, ensuring timely collections.

Upcoming Invoice Due

Triggers when an invoice is near its due date in Xero.

Create Follow-Up Task

Creates a Salesforce task to follow up on the invoice.

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

or pick a common variation below

Create Salesforce Tasks for Overdue Invoices in Xero

Salesforce + Xero

Create Salesforce Tasks for Xero Payment Approvals

Salesforce + Xero

Create Salesforce Records for New Xero Invoices

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 tasks for upcoming due invoices in Xero"

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.

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.

Related apps

HubSpot

CRM Platform

Zoho CRM

CRM Platform

Microsoft Excel

Spreadsheets

Get Started with DryMerge

Home Contact Pricing Privacy Policy Terms of Service Limited Use