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Smartsheet + Xero

Create Smartsheet rows for new Xero payments

Stay on top of your finances by adding new Xero payments to Smartsheet in real-time. This workflow will automatically add a row to your selected Smartsheet sheet whenever a new payment is recorded in Xero. Save time and effort by streamlining your financial tracking and data entry processes through this seamless automation.

Stay on top of your finances by adding new Xero payments to Smartsheet in real-time. This workflow will automatically add a row to your selected Smartsheet sheet whenever a new payment is recorded in Xero. Save time and effort by streamlining your financial tracking and data entry processes through this seamless automation.

  1. When this happens...
    XeroXero
    New Payment

    Triggers when you receive a new payment.

    TriggerScheduled
  2. automatically do this!
    SmartsheetSmartsheet
    Add Row to Sheet

    Add a row to a sheet.

    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
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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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Related categories

  • Spreadsheets

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