How can I filter for large transactions?

To filter for large transactions, set a threshold value for payments. Only payments above this value will trigger the updates.

Can I also track partial payments?

Yes, you can track partial payments as well. Just specify the details, and DryMerge will configure the automation to capture partial payments.

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

This automation is used by finance teams and sales managers to monitor payments and keep their sales records updated in real-time.

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Salesforce + Xero

Update Salesforce on Xero Invoice Payments

Stay on top of your revenue by getting real-time updates in Salesforce whenever an invoice in Xero is paid. Great for finance teams that need to track payments and update their sales records accordingly.

Invoice Paid

Triggers when an invoice is paid in Xero.

Update Salesforce Record

Updates the corresponding record in Salesforce.

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

or pick a common variation below

Update Salesforce Opportunities for Xero Payment Status Changes

Salesforce + Xero

Create Salesforce Tasks for Upcoming Due Invoices in Xero

Salesforce + Xero

Convert New Xero Estimates into 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, "Update Salesforce on Xero invoice payments"

Update Salesforce on Xero invoice payments

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.

Related apps

HubSpot

CRM Platform

Get Started with DryMerge

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