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

Salesforce + Xero

Create Salesforce Tasks for Upcoming Due Invoices in Xero

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 Xero payment approvals"

Create Salesforce tasks for Xero payment approvals

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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