How can I filter for high-value payment approvals?

Set a threshold value for payments, and DryMerge will filter based on this criterion.

Can I notify specific team members about the approvals?

Yes, you can notify specific team members. Describe how you want this set up, and DryMerge will configure the automation accordingly.

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

This automation is beneficial for finance departments that need to streamline and manage their payment approval processes efficiently.

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Salesforce + Xero

Create Salesforce Tasks for Xero Payment Approvals

Speed up your financial approvals by creating Salesforce tasks whenever a payment requires approval in Xero. This helps finance departments stay on top of pending approvals and ensures timely processing.

Payment Approval Required

Triggers when a payment requires approval in Xero.

Create Salesforce Task

Creates a task in Salesforce for the approval.

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

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Create Salesforce Tasks for Upcoming Due Invoices in Xero

Salesforce + Xero

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Create Salesforce Records for New Xero Invoices

Salesforce + Xero

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Loved by people at 1000+ companies

How DryMerge works

DryMerge lets you automate work between apps with plain English. Here's how it works.

Create Salesforce tasks for Xero payment approvals

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Salesforce tasks for Xero payment approvals"

Sure! Connecting

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.

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

Supported triggers and actions

DryMerge creates workflows that connect your apps to automate repetitive tasks. Triggers are events that start automations, and actions are operations that DryMerge performs.

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

About Salesforce

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

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About Salesforce

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

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HubSpot

CRM Platform

About 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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About 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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Get Started with DryMerge

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