ChatGPT + Xero
Create ChatGPT conversations for new Xero quotes
Effortlessly manage new quotes in Xero by sparking relevant conversations in ChatGPT. This workflow activates when you receive a new quote in Xero, and immediately initiates a conversation in ChatGPT to discuss key details. Stay organized and informed on your financial data without any manual effort.
Effortlessly manage new quotes in Xero by sparking relevant conversations in ChatGPT. This workflow activates when you receive a new quote in Xero, and immediately initiates a conversation in ChatGPT to discuss key details. Stay organized and informed on your financial data without any manual effort.
- When this happens...
New QuoteTriggers when a new quote is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
ConversationSends a Chat to OpenAI and generate a Completion, optionally storing messages as we do.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
OrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Purchase Order Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Invoice IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Transaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Account Number
Contact Requirements
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
Contact Number
Company Number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
TypeRequired
ContactRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Contact Account Number
Primary Person - First Name
Primary Person - Last Name
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Contact Address Type
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Contact Tax Number
Bank Account Number
Contact Number
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Number
Reference
Sent To Contact
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Discount %
Discount Amount
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Project NameRequired
Deadline for the project
Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Repeated Invoice Schedule
Invoice Creation: Frequency TypeRequired
Invoice Creation: Frequency (Period)Required
Due Date Type: Payment TermsRequired
Set Due Dates (Days)Required
Start Date: Required
End Date
StatusRequired
Currency
Branding Theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrganizationRequired
Invoice IdRequired
Contact
Status
Date
Due Date
Expected Payment Date
Reference
Branding Theme
Url
Currency
Sent To Contact
Attachments
Invoice Number
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Contact NameRequired
Account Number
Contact Requirements
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
Contact Number
Company Number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMessage
ImageRequired
Max Tokens
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User MessageRequired
ModelRequired
Memory Key
Info 2
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text to Be ClassifiedRequired
CategoriesRequired
Info 1
Max Tokens
ModelRequired
Temperature
Top P
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MessageRequired
Assistant
Assistant Name
Assistant Instructions
Model
Tools
Conversation ID
New Files
Existing Files
Response Instructions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
New Files
Existing Files
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PromptRequired
Model
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text to Be SummarizedRequired
Info 1
ModelRequired
Max Tokens
Temperature
Top P
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Prompt
Response Format
Temperature
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient NameRequired
Recipient EmailRequired
From NameRequired
Email PromptRequired
ToneRequired
Body TypeRequired
Info 3
ModelRequired
Max Tokens
Temperature
Top P
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name To Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
DocumentsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFilename To Search ForRequired
File Purpose To Search For
FileRequired
Purpose
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
OrganizationRequired
Status
Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Project State
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Quote Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Status
Change
Contact
Trigger Preference
Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Credit Note IDRequired
Invoice IDRequired
AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
From AccountRequired
To AccountRequired
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Date
Expiry
Quote Number
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Reference
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Document Type
Document ID or NumberRequired
Paid ToRequired
Date
Currency Rate
AmountRequired
Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact (supplier)Required
Date
Delivery Date
Order Number
Reference
Theme
Currency
Tax Type
Delivery Address
Attention
Telephone
Delivery Instructions
Attachments
Purchase Order Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Purchase OrderRequired
Contact
Update Method for Line Items
Date
Delivery Date
Line Amount Types
Purchase Order Number
Reference
Branding Theme
Currency
Status
Sent to Contact
Delivery Address
Attention To
Telephone
Delivery Instructions
Expected Arrival Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Resource typeRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText to Be AnalyzedRequired
Info 1
Max Tokens
ModelRequired
Temperature
Top P
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy
Moderation ModelRequired
Text to be classifiedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Model
Name
Description
Instructions
Tools
New Files
Existing Files
Vector Store
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Prompt
Response Format
Language of the Audio
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unstructured TextRequired
ModelRequired
Temperature
DescriptionRequired
Values to ExtractRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info 1
Info 2
ModelRequired
PromptRequired
Info 3
Temperature
Maximum Length
Stop Sequences
Top P
Frequency Penalty
Presence Penalty
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info 1
Info 2
ModelRequired
TextRequired
VoiceRequired
Response Format
Speed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Purpose
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Filename To Search ForRequired
File Purpose To Search For
ActionThis is an event a Zap performs.SearchFind existing data in your appName To Search ForRequired
Model
Name
Description
Instructions
Tools
New Files
Existing Files
Vector Store
Metadata
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About ChatGPT
ChatGPT is an AI tool built by OpenAI that enables conversational automation.
A more powerful OpenAI integration is available here: https://zapier.com/apps/openai/integrations
Related categories
About Xero
Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
