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Smartsheet + Xero

Create sales invoices in Xero from updated rows in Smartsheet

Effortlessly manage your sales invoice process with this streamlined workflow. When an updated row is detected in your Smartsheet, a new sales invoice is created in Xero. This automation saves time, boosts productivity, and maintains accuracy by minimizing manual data entry and associated errors. Effectively stay on top of changes and ensure your financial records are always up-to-date.

Effortlessly manage your sales invoice process with this streamlined workflow. When an updated row is detected in your Smartsheet, a new sales invoice is created in Xero. This automation saves time, boosts productivity, and maintains accuracy by minimizing manual data entry and associated errors. Effectively stay on top of changes and ensure your financial records are always up-to-date.

  1. When this happens...
    SmartsheetSmartsheet
    Updated Row

    Triggers when a row is updated.

    TriggerScheduled
  2. automatically do this!
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It
    • Workspace NameRequired

    Action
    Write
    • Choose a SheetRequired

    • RowRequired

    • TitleRequired

    • CommentRequired

    Action
    Write
    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It
    • SheetRequired

    • RowRequired

    • File AttachmentRequired

    Action
    Write
    • Choose a SheetRequired

    • Add Row to Top or Bottom

    Action
    Write
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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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