Can I filter for specific invoices or due dates?

Absolutely, you can set criteria such as due date ranges, invoice amounts, or specific customers to ensure the reminders are sent for relevant invoices only.

Can I customize the reminder email content?

Yes, you can personalize the email content to include specific invoice details, due dates, and payment instructions.

Are there restrictions in sending reminders from Xero?

Ensure that your Xero account has email sending enabled and that the contact information is correctly matched with HubSpot for seamless delivery.

Which teams typically use this automation and why?

Accounts receivable and customer success teams use this to proactively manage overdue invoices, ensuring customers are reminded of their payments and thereby improving cash flow.

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HubSpot + Xero

Send payment reminders from Xero to HubSpot contacts

Ensure timely payments by sending automated payment reminders from Xero to the contact stored in HubSpot. This keeps your customers informed about their due invoices and improves cash flow management.

Invoice Due in Xero

Detects when an invoice is due for payment in your Xero account, ensuring no invoice is overlooked.

Send Payment Reminder Email

Sends an automated reminder email to the contact stored in HubSpot with details of their due invoice, boosting timely payments.

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

Create Xero invoices for new HubSpot deals

HubSpot + Xero

Update HubSpot contacts with Xero invoice details

HubSpot + Xero

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Send payment reminders from Xero to HubSpot contacts"

Send payment reminders from Xero to HubSpot contacts

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.