Create and upload documents in Google Docs for new quotes in Xero
Effortlessly manage your financial quotes by connecting your Xero and Google Docs accounts. With this automation setup, each time a new quote is created in Xero, a document will be uploaded to Google Docs, saving you valuable time and streamlining your quote documentation process. Stay organized and efficient with this seamless workflow.
Effortlessly manage your financial quotes by connecting your Xero and Google Docs accounts. With this automation setup, each time a new quote is created in Xero, a document will be uploaded to Google Docs, saving you valuable time and streamlining your quote documentation process. Stay organized and efficient with this seamless workflow.
- When this happens...New Quote
Triggers when a new quote is created.
- automatically do this!Upload Document
Triggers when a new document is added (inside any folder).
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