How can I filter for high-value unpaid invoices?

DryMerge allows you to filter unpaid invoices based on their value. Specify the minimum value, and the automation will create tasks only for invoices that meet this threshold.

Can I assign these tasks to specific team members?

Yes, you can assign these tasks to specific team members. Describe the assignment rules you want to apply, and DryMerge will implement them for you.

Who benefits from this automation and how?

This automation is utilized by accounting and collections teams to ensure that overdue payments are followed up promptly and efficiently, helping to manage cash flow better.

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Xero + Zoho CRM

Create Zoho CRM tasks for unpaid Xero invoices

Ensure overdue payments are promptly followed up by creating tasks in Zoho CRM for any invoices in Xero that remain unpaid after the due date. This is especially useful for accounting and collections teams to manage overdue payments efficiently.

Invoice Overdue

Triggers when an invoice remains unpaid after its due date in Xero.

Create Follow-Up Task

Creates a task in Zoho CRM to follow up on the overdue payment.

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

or pick a common variation below

Create Zoho CRM activities for upcoming Xero invoice due dates

Xero + Zoho CRM

Create Zoho CRM leads from new Xero contacts

Xero + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Zoho CRM tasks for unpaid Xero invoices"

Create Zoho CRM tasks for unpaid Xero invoices

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 Xero + Zoho CRM.

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

Create Zoho CRM Task

Creates a new task in Zoho CRM

Update Zoho CRM Task

Updates an existing task in Zoho CRM

Get Zoho CRM Task

Retrieves details of a specific task from Zoho CRM

Create Zoho CRM Deal

Creates a new deal in Zoho CRM

Update Zoho CRM Deal

Updates an existing deal in Zoho CRM

Get Zoho CRM Deal

Retrieves details of a specific deal from Zoho CRM

Create Zoho CRM Contact

Creates a new contact in Zoho CRM

Update Zoho CRM Contact

Updates an existing contact in Zoho CRM

App details

Xero

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

Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.

Related apps

Microsoft Excel

Spreadsheets

Salesforce

Sales CRM

HubSpot

CRM Platform

Get Started with DryMerge

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