How can I filter for high-value opportunities?

Simply define what constitutes a high-value opportunity, such as a specific amount or probability, and DryMerge will filter the opportunities accordingly.

Can I also use this with QuickBooks instead of Xero?

Yes, you can use this with QuickBooks instead of Xero. Describe the necessary changes, and DryMerge will set up the automation accordingly.

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

This automation is commonly used by sales managers and finance teams to ensure that new sales opportunities are seamlessly invoiced without manual intervention.

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Salesforce + Xero

Create Xero Invoices for New Salesforce Opportunities

This automation will help you keep track of new Salesforce opportunities by creating corresponding invoices in Xero. Ideal for sales managers who want to streamline the invoicing process and ensure that all sales opportunities are invoiced promptly.

New Salesforce Opportunity

Triggers when a new opportunity is created in Salesforce.

Create Xero Invoice

Creates an invoice in Xero for the new opportunity.

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

or pick a common variation below

Update Xero Invoices for Updated Salesforce Opportunities

Salesforce + Xero

Convert New Xero Estimates into Salesforce Opportunities

Salesforce + Xero

Add Payment Confirmations in Xero to Salesforce Opportunities

Salesforce + 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 Salesforce opportunities"

Create Xero invoices for new Salesforce opportunities

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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