Can I filter proposals by project type?

Yes, you can filter proposals by specifying the project type criteria. DryMerge will ensure that only proposals matching those criteria have templates generated in Google Drive.

Can I use this with different document formats?

Yes, you can use this automation with different document formats. Describe the necessary document formats, and DryMerge will configure the automation to fit those formats.

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Google Drive + Xero

Create Templates in Google Drive from Xero Proposals

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

This automation is popular among sales teams and project managers who frequently need to generate new proposal templates.

Efficiently manage your proposals by automatically generating templates in Google Drive when new proposals are created in Xero. This is ideal for sales teams and project managers who frequently need proposal templates for new projects.

New Xero Proposal

Triggers when a new proposal is created in Xero.

Generate Drive Template

Creates a template in Google Drive for the proposal.

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

or pick a common variation below

Archive Xero reports in Google Drive folders

Google Drive + Xero

Create Budget Templates in Google Sheets from Xero Data

Google Drive + Xero

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create templates in Google Drive from Xero proposals"

Create templates in Google Drive from Xero proposals

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 Google Drive + Xero.

Create Drive Folder

Creates a new Google Drive folder

Delete Drive Folder

Deletes an existing Google Drive folder

Read Drive Folder

Reads details of a Google Drive folder

Search Drive

Searches Google Drive

Create Google Drive File

Creates a new file in Google Drive

Move Drive File

Moves a file to a different folder in Google Drive

List Google Drive Folders

Lists folders in Google Drive, optionally within a specific parent folder

New Google Drive Document

Triggers when a new Google Drive document is created

New Google Drive Folder

Triggers when a new Google Drive folder is created

New Google Drive File

Triggers when a new file is created in Google Drive

Create Xero Inventory Item

Creates a new inventory item in Xero

Create Xero Contact

Creates a new contact in Xero

App details

Google Drive

Google Drive is a cloud storage service for storing, accessing, and sharing files. Upload, organize, and manage files, and trigger workflows based on file events.

Xero

Xero is a cloud-based accounting software platform for small and medium-sized businesses. Automate invoicing, bank reconciliation, bookkeeping, and more.