How can I filter for specific project types before creating accounts?

DryMerge allows you to set criteria to filter projects based on type or other fields before creating accounts.

Can I specify which fields to include in the Xero account?

Yes, you can specify which project details from Coda should be included in the Xero account. DryMerge will customize the automation accordingly.

Who benefits from this automation and how?

This is useful for project managers and financial planners who need to link project details with financial accounts efficiently.

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Coda + Xero

Create Xero Accounts for New Coda Projects

Easily manage your project finances by creating matching accounts in Xero whenever a new project is added to a specific Coda table. This keeps your financial and project data synchronized.

New Coda Project

Triggers when a new project is added to a Coda table.

Create Xero Account

Creates a new account in Xero with project details.

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

or pick a common variation below

Create Xero Contacts for New Coda Entries

Coda + Xero

Generate Xero Reports for New Coda Entries

Coda + Xero

Create Xero Invoices from New Coda Rows

Coda + Xero

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Xero accounts for new Coda projects"

Create Xero accounts for new Coda projects

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 Coda + Xero.

Create Row

Creates a new row in a specified Coda table

List Tables

Lists all tables in a Coda document

Search Table

Searches for records in a Coda table

New Coda Row

Triggers when a new row is added to a specified Coda table

Updated Coda Row

Triggers when a row is updated in a specified Coda table

New Coda Document

Triggers when a new document is created in Coda

Create Xero Inventory Item

Creates a new inventory item in Xero

Create Xero Contact

Creates a new contact in Xero

Search Xero Inventory

Searches for inventory items in Xero

Low Quantity Xero Item

Triggers when inventory items fall below a specified threshold

App details

Coda

Coda is an all-in-one doc platform that combines documents, spreadsheets, and applications. Create flexible and powerful documents that grow with your team and adapt to your workflow.

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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