Notion + Xero

Create Notion database items for new Xero quotes

Easily organize and streamline your financial information with this Xero to Notion workflow. When a new quote is created in Xero, the information is instantly saved as a database item in Notion. This seamless process keeps your financial data up-to-date and easily accessible, allowing for efficient record-keeping and enhanced productivity.

Easily organize and streamline your financial information with this Xero to Notion workflow. When a new quote is created in Xero, the information is instantly saved as a database item in Notion. This seamless process keeps your financial data up-to-date and easily accessible, allowing for efficient record-keeping and enhanced productivity.

  1. When this happens...
    XeroXero
    New Quote

    Triggers when a new quote is created.

    TriggerScheduled
  2. automatically do this!
    NotionNotion
    Create Database Item

    Creates an item in a database.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • 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

    • Payment Type

    Trigger
    Scheduled
    Try It
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About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Learn moreHelp

Related categories

  • Task Management
xero logo
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.
Learn moreHelp

Related categories

  • Accounting

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