Salesforce + Xero
Update Xero Invoices for Updated Salesforce Opportunities
Keep your sales and financial records synchronized effortlessly by updating Xero invoices whenever a Salesforce opportunity is updated. This is perfect for account managers who want real-time accuracy between their sales and financial data.
Opportunity Updated
Triggers when a Salesforce opportunity gets updated.
Update Invoice
Modifies the corresponding Xero invoice with updated opportunity details.
See more Salesforce to Xero integrations or use AI to customize your automation.
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How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Update Xero invoices for updated Salesforce opportunities"
Update Xero invoices for updated Salesforce opportunities
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
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