Gmail + Xero

Create Gmail drafts for new Xero quotes

Instantly create drafts in Gmail whenever there's a new quote in Xero and save time on manual email creation with this workflow. When a new quote is entered in your Xero account, this automation will initiate the process of creating a draft in Gmail, so all you need to do is review and hit send, streamlining your communication process and allowing you to focus on closing those deals.

Instantly create drafts in Gmail whenever there's a new quote in Xero and save time on manual email creation with this workflow. When a new quote is entered in your Xero account, this automation will initiate the process of creating a draft in Gmail, so all you need to do is review and hit send, streamlining your communication process and allowing you to focus on closing those deals.

  1. When this happens...
    XeroXero
    New Quote

    Triggers when a new quote is created.

    TriggerScheduled
  2. automatically do this!
    GmailGmail
    Create Draft

    Create a draft email message.

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
gmail logo
gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
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Related categories

  • Email
  • Google

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xero logo
xero logo

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.
Learn moreHelp

Related categories

  • Accounting

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