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  • Xero logoXero logo

Smartsheet + Xero Integrations

How to connect Smartsheet + Xero

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  • Smartsheet triggers, actions, and search
    Updated Row
    Triggers when a row is updated.
    Trigger
    Scheduled
  • Smartsheet triggers, actions, and search
    New Attachment
    Triggers when a new attachment is added to a row.
    Trigger
    Scheduled
  • Smartsheet triggers, actions, and search
    New Comment
    Triggers when a new comment is added.
    Trigger
    Scheduled
  • Smartsheet triggers, actions, and search
    New Row
    Triggers when a new row is added.
    Trigger
    Scheduled
  • Smartsheet triggers, actions, and search
    Create Workspace
    Creates a Workspace.
    Action
    Write
  • Smartsheet triggers, actions, and search
    Add Attachment to Row
    Adds a file attachment to a row.
    Action
    Write
  • Smartsheet triggers, actions, and search
    Add Discussion to Row
    Adds discussion to row.
    Action
    Write
  • Smartsheet triggers, actions, and search
    Add Row to Sheet
    Add a row to a sheet.
    Action
    Write
  • Smartsheet

    Copies folder to another destination.

    Scheduled

    Action

  • Smartsheet

    Copies row to another sheet.

    Scheduled

    Action

  • Smartsheet

    Creates a copy of the specified Workspace.

    Scheduled

    Action

  • Smartsheet

    Moves row to another sheet.

    Scheduled

    Action

  • Smartsheet

    Create a new sheet from an existing sheet.

    Scheduled

    Action

  • Smartsheet

    Create a new sheet from a template.

    Scheduled

    Action

  • Smartsheet

    Update an existing row with new values. Requires a row ID.

    Scheduled

    Action

  • Smartsheet

    Send a row via email.

    Scheduled

    Action

  • Smartsheet

    Send a sheet via email (as PDF or Excel).

    Scheduled

    Action

  • Smartsheet

    Share a sheet.

    Scheduled

    Action

  • Smartsheet

    Share a workspace.

    Scheduled

    Action

  • Xero

    Triggers when a new bank transaction is created.

    Scheduled

    Trigger

  • Xero

    Triggers when you add a new bill. (Accounts Payable)

    Scheduled

    Trigger

  • Xero

    Triggers when you add a new contact.

    Scheduled

    Trigger

  • Xero

    Triggers when you receive a new payment.

    Scheduled

    Trigger

  • Xero

    Triggers when a new purchase order is created or enters a status for the first time.

    Scheduled

    Trigger

  • Xero

    Triggers when a new quote is created.

    Scheduled

    Trigger

  • Xero

    Triggers when you add a new draft expense claim receipt.

    Scheduled

    Trigger

  • Xero

    Triggers when you add a new sales invoice. (Accounts Receivable)

    Scheduled

    Trigger

  • Xero

    Adds line items to an existing sales invoice.

    Scheduled

    Action

  • Xero

    Creates a new Spend/Receive Money bank transaction.

    Scheduled

    Action

  • Xero

    Transfers money between two bank accounts.

    Scheduled

    Action

  • Xero

    Creates a new contact or updates a contact if a contact already exists.

    Scheduled

    Action

  • Xero

    Creates a new quote draft.

    Scheduled

    Action

  • Xero

    Creates a new credit note for a contact.

    Scheduled

    Action

  • Xero

    Sends an invoice via email.

    Scheduled

    Action

  • Xero

    Creates a new bill (Accounts Payable).

    Scheduled

    Action

  • Xero

    Creates a new sales invoice (Accounts Receivable).

    Scheduled

    Action

  • Xero

    Applies a payment to an invoice.

    Scheduled

    Action

  • Xero

    Creates a new purchase order for a contact.

    Scheduled

    Action

  • Xero

    Finds a contact by name or account number.

    Scheduled

    Action

  • Xero

    Finds an invoice by number or reference.

    Scheduled

    Action

  • Xero

    Finds or creates a specific contact.

    Scheduled

    Action

How Smartsheet + Xero Integrations Work

  1. Step 1: Authenticate Smartsheet and Xero.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
smartsheet logo
smartsheet logo

About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

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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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