Can I filter which deals generate invoices?

Yes, you can set filters based on deal size, client type, or region. Define your invoicing criteria and DryMerge will use them to create invoices.

Can I customize invoicing fields?

Absolutely, you can specify which fields from Salesforce should be included in the invoice. DryMerge will configure this according to your needs.

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

Accounting teams and sales managers use this automation to streamline their invoicing process and ensure clients receive timely invoices after deals are closed.

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Salesforce + Smartsheet

Generate Smartsheet Invoices for Closed Salesforce Deals

Simplify your invoicing process by generating detailed invoices in Smartsheet whenever a deal is closed in Salesforce. Ideal for accounting teams who need to quickly issue invoices to clients after closing deals.

Closed Deal

Triggers when a deal is marked as closed in Salesforce.

Generate Invoice

Creates a detailed invoice in Smartsheet.

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

or pick a common variation below

Generate Smartsheet Reports for Closed Salesforce Deals

Salesforce + Smartsheet

Create Smartsheet Tasks for Closed Salesforce Opportunities

Salesforce + Smartsheet

Update Smartsheet Rows for Completed Salesforce Tasks

Salesforce + Smartsheet

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Generate Smartsheet invoices for closed Salesforce deals"

Generate Smartsheet invoices for closed Salesforce 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 Salesforce + Smartsheet.

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.

Smartsheet

Smartsheet is a work execution platform for managing and automating collaborative work. Create and update sheets, automate workflows, and collaborate on projects at scale.

Related apps

HubSpot

CRM Platform

Zoho CRM

CRM Platform

Google Sheets

Spreadsheet Management

Get Started with DryMerge

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