How can I filter which deals generate expense claims?

DryMerge allows you to set criteria such as deal type, deal amount, or specific tags to filter which deals should generate expense claims.

Can I categorize the expenses?

Yes, you can categorize the expenses in Xero according to your bookkeeping needs and business practices.

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

This automation is used by finance and sales operations teams to ensure accurate expense tracking and attribution for sales-related efforts.

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Pipedrive + Xero

Generate Xero Expense Claims from Pipedrive Deals

Streamline your expense management by automatically generating expense claims in Xero based on specific criteria from deals in Pipedrive. This automation is suitable for businesses wanting to associate expenses with particular sales efforts for better financial tracking and reporting.

Specific Deal Created

Triggers when a specific deal is created in Pipedrive.

Generate Expense Claim

Creates an expense claim in Xero for the deal.

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

or pick a common variation below

Generate Xero Purchase Orders from Pipedrive Deals

Pipedrive + Xero

Log Expense Details from Pipedrive Deals in Xero

Pipedrive + Xero

Create Xero Invoices for Pipedrive Deals Won

Pipedrive + Xero

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Generate Xero expense claims from Pipedrive deals"

Generate Xero expense claims from Pipedrive 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 Pipedrive + Xero.

Create Activity

Creates a new activity in Pipedrive

Update Activity

Updates an existing activity in Pipedrive

Delete Activity

Deletes an activity in Pipedrive

Create Deal

Creates a new deal in Pipedrive

Update Deal

Updates an existing deal in Pipedrive

Delete Deal

Deletes a deal in Pipedrive

Add Follower to Deal

Adds a follower to a deal in Pipedrive

Remove Follower from Deal

Removes a follower from a deal in Pipedrive

Create Lead

Creates a new lead in Pipedrive

Update Lead

Updates an existing lead in Pipedrive

Delete Lead

Deletes a lead in Pipedrive

Create Note

Creates a new note in Pipedrive

App details

Pipedrive

Pipedrive is a sales CRM and pipeline management software. Track deals, communicate with customers, and automate sales processes.

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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Salesforce

Sales CRM

Microsoft Excel

Spreadsheets

Get Started with DryMerge

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