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Google Tasks + Xero

Create tasks in Google Tasks for new quotes in Xero

Instantly create a task in Google Tasks when a new quote is added in Xero with this efficient workflow. Stay organized and on top of your sales process by ensuring that every quote is assigned and managed as a task. Simplify your work routine and never miss a follow-up on potential clients with this time-saving automation.

Instantly create a task in Google Tasks when a new quote is added in Xero with this efficient workflow. Stay organized and on top of your sales process by ensuring that every quote is assigned and managed as a task. Simplify your work routine and never miss a follow-up on potential clients with this time-saving automation.

  1. When this happens...
    XeroXero
    New Quote

    Triggers when a new quote is created.

    TriggerScheduled
  2. automatically do this!
    Google TasksGoogle Tasks
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
google-tasks logo
google-tasks logo

About Google Tasks

Google Tasks is a very simple task list. Works inside Gmail, Android, and Calendar seamlessly.
Learn moreHelp

Related categories

  • Google
  • Task Management

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xero logo
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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.

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