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Gmail + Xero

Create Gmail drafts for new Xero sales invoices

Stay on top of your sales invoices with this efficient workflow. When a new sales invoice is created in Xero, it automatically drafts an email in Gmail, saving you valuable time and ensuring a seamless process. Keep your clients informed and maintain consistent communication with this simple, yet effective automation.

Stay on top of your sales invoices with this efficient workflow. When a new sales invoice is created in Xero, it automatically drafts an email in Gmail, saving you valuable time and ensuring a seamless process. Keep your clients informed and maintain consistent communication with this simple, yet effective automation.

  1. When this happens...
    XeroXero
    New Sales Invoice

    Triggers when a new Sales Invoice (Accounts Receivable) is created.

    TriggerInstant
  2. automatically do this!
    GmailGmail
    Create Draft

    Create a draft email message.

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    Trigger
    Polling
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    • OrganizationRequired

    • Report TypeRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Days OverdueRequired

    Trigger
    Polling
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    • OrganizationRequired

    • Project State

    Trigger
    Polling
    Try It
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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.

Related categories

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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.

Related categories