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.
- When this happens...New Quote
Triggers when a new quote is created.
- automatically do this!Create Draft
Create (but do not send) a new email message.
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