How can I filter for specific deals?

DryMerge allows you to filter deals based on certain criteria such as deal value, stage, or specific tags to ensure only relevant deals trigger an invoice creation.

Can I customize the details included in the invoice?

Yes, you can specify particular fields and details from HubSpot that you want to include in the Xero invoice, such as deal name, amount, and customer information.

Are there any limitations in connecting to Xero?

DryMerge uses OAuth to connect to Xero. Ensure that you have the necessary permissions to create invoices in Xero.

Who benefits from this automation, and how?

Sales teams and finance departments benefit by ensuring every closed deal in HubSpot is promptly followed by an invoice in Xero, reducing manual entry and potential errors.

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HubSpot + Xero

Create Xero invoices for new HubSpot deals

Streamline your invoicing process by automatically creating an invoice in Xero whenever a new deal is added in HubSpot. This ensures that no deals are overlooked and invoices are promptly generated, improving your workflow efficiency and financial tracking.

New Deal Created

Triggers when a new deal is created in HubSpot.

Generate Invoice

Creates an invoice in Xero for the new deal.

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

or pick a common variation below

Create Custom Financial Reports from HubSpot Data in Xero

HubSpot + Xero

Update HubSpot contacts with Xero invoice details

HubSpot + Xero

Create receipts in Xero for closed HubSpot deals

HubSpot + Xero

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Xero invoices for new HubSpot deals"

Create Xero invoices for new HubSpot deals

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 HubSpot + Xero.

Create Contact

Creates a new contact in HubSpot

Delete Contact

Deletes a contact in HubSpot

Update Contact

Updates the stage/lead value of a contact in HubSpot

Read Contact

Reads context about a contact in HubSpot using various identifiers

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

Update Ticket

Updates a ticket in HubSpot using the ticket ID

Create Ticket

Creates a new ticket in HubSpot

Read Ticket

Lists all tickets in HubSpot

Create Company

Creates a new company in HubSpot

Delete Company

Deletes a company in HubSpot

Update Company

Updates a company in HubSpot

Read Company

Reads a company in HubSpot

App details

HubSpot

HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.

Xero

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