When you create a new Xero invoice, you're busy tracking down a sale. Keep track after every potential sale with this workflow. After you set it up, you will receive a summary of new Xero invoices created today, this week, or this month.
How this Xero-Digest by Zapier-Gmail integration works
- A new Xero invoice is created
- Zapier's Digest app stores a running log of those new boxes
- At a time you set, your digest is sent via Gmail
Apps involved
- Xero
- Digest by Zapier
- Gmail
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Send Gmail messages when new payments are received in Xero
Want to keep certain stakeholders in the loop about payments? Or your entire team? This integration will automatically send Gmail messages to certain recipients whenever new payments are received in Xero. That way, essential team communication is taken care of for you.
How this Xero-Gmail integration works
- A new payment is received in Xero
- Zapier sends a Gmail message with details from the payment
Apps involved
- Xero
- Gmail
Get a digest of new Xero sales invoices sent to your Gmail on a daily, weekly, or monthly schedule
When you create a new Xero invoice, you're busy tracking down a sale. Keep track after every potential sale with this workflow. After you set it up, you will receive a summary of new Xero invoices created today, this week, or this month.
How this Xero-Digest by Zapier-Gmail integration works
- A new Xero invoice is created
- Zapier's Digest app stores a running log of those new boxes
- At a time you set, your digest is sent via Gmail
Apps involved
- Xero
- Digest by Zapier
- Gmail
Create new Xero invoices from new Gmail emails [Business Gmail Accounts Only]
With most of those work orders coming in via email, it makes sense to bring that data into your accounting. This Gmail-Xero integration can do it for you, too. Set it up and every new email you receive on Gmail will trigger this Zap. If you want to be more specific, you can have it focus on a single label instead.
Whenever a new message is detected, Zapier will automatically send the information to Xero, creating an invoice that you can complete at your leisure.
How It Works
- You receive a new email on Gmail
- Zapier automation creates an invoice on Xero
What You Need
- Gmail account
- Xero account
Note: This integration will only work if you have a Business Gmail account - these have custom domains. Free consumer Gmail accounts cannot be used with this integration. Read Help docs here.
Get a scheduled summary of new payments from Xero delivered to Gmail
We all have our mind on our money, but the less time worrying about missed payments, the better. With this integration, Zapier collects new payments from Xero and sends them to you in a customized and organized digest delivered whenever you choose - daily, weekly or monthly via Gmail. What you need to know, in one place.
How this Xero-Digest-Gmail integration works
- A new payment is created in Xero
- Zapier adds the new payment to Digest
- Zapier delivers this digest to Gmail
Apps involved
- Xero
- Digest by Zapier
- Gmail
Get a digest of new expense claim receipts from Xero delivered via Gmail
Stay on top of your expenses with a simple digest top of inbox. With this integration Zapier appends new expense claim receipts from Xero and adds them to a digest that's delivered in Gmail - daily, weekly or monthly.
How this Xero-Digest-Gmail integration works
- A new claim receipt is created in Xero
- Zapier adds the claim to Digest
- Zapier delivers a digest to your Gmail account
Apps involved
- Xero
- Digest by Zapier
- Gmail
It's easy to connect Gmail + Xero and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when you receive a new email that matches a search string you provide.
Create (but do not send) a new email message.
Triggers when you receive a new email and label it within two days.
Create and send a new email message.
Triggers when you receive a new attachment (triggers once per attachment).
Creates a new sales invoice (Accounts Receivable).
Triggers when you receive a new email and star it within two days.
Creates a new contact or updates a contact if a contact already exists.
Triggers when a new thread starts.
Creates a new bill (Accounts Payable).
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