Xero + Zoho Sheet
Create rows in Zoho Sheet for new sales invoices in Xero
Manage your financials more effectively with this simple solution. When a new sales invoice is created in Xero, a corresponding row will be added in Zoho Sheet. This means you can keep track of your invoices in an organized manner, making it easier to monitor your finances. Boost your productivity by keeping all vital information in one easily accessible place.
Manage your financials more effectively with this simple solution. When a new sales invoice is created in Xero, a corresponding row will be added in Zoho Sheet. This means you can keep track of your invoices in an organized manner, making it easier to monitor your finances. Boost your productivity by keeping all vital information in one easily accessible place.
- When this happens...
New Sales InvoiceTriggers when you add a new sales invoice. (Accounts Receivable).
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create RowTriggers when a new row is created in a specified worksheet.
ActionWriteCreate a new record or update an existing record in your app.
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OrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Quote Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Transaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
Contact Number
Company Number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
TypeRequired
ContactRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Contact Account Number
Primary Person - First Name
Primary Person - Last Name
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Contact Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Contact Tax Number
Bank Account Number
Contact Number
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Number
Reference
Sent To Contact
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Discount %
Discount Amount
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Project NameRequired
Deadline for the project
Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
StatusRequired
Currency
Branding Theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkbookRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkbookRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Team
Team FolderRequired
Folder
WorkbookRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Team
Team FolderRequired
Folder
WorkbookRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkbookRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkbookRequired
WorksheetRequired
Lookup ColumnRequired
Lookup OperatorRequired
Lookup DataRequired
Additional Lookup Column
Additional Lookup Operator
Additional Lookup Data
First Match Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkbookRequired
WorksheetRequired
Row IndexRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team
Team FolderRequired
Folder
WorkbookRequired
WorksheetRequired
Row IndexRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team
Team FolderRequired
Folder
WorkbookRequired
WorksheetRequired
Lookup ColumnRequired
Lookup OperatorRequired
Lookup DataRequired
Additional Lookup Column
Additional Lookup Operator
Additional Lookup Data
First Match Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team
Team FolderRequired
Folder
WorkbookRequired
WorksheetRequired
Row IndexRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkbookRequired
WorksheetRequired
Lookup ColumnRequired
Lookup OperatorRequired
Lookup DataRequired
Additional Lookup Column
Additional Lookup Operator
Additional Lookup Data
Search From End
ActionThis is an event a Zap performs.SearchFind existing data in your app
OrganizationRequired
Status
Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Purchase Order Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Credit Note IDRequired
Invoice IDRequired
AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
From AccountRequired
To AccountRequired
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Date
Expiry
Quote Number
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Reference
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Document Type
Document ID or NumberRequired
Paid ToRequired
Date
Currency Rate
AmountRequired
Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact (supplier)Required
Date
Delivery Date
Order Number
Reference
Theme
Currency
Tax Type
Delivery Address
Attention
Telephone
Delivery Instructions
Attachments
Purchase Order Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrganizationRequired
Invoice IdRequired
Contact
Status
Date
Due Date
Expected Payment Date
Reference
Branding Theme
Url
Currency
Sent To Contact
Attachments
Invoice Number
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
Contact Number
Company Number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Workbook
Triggers when a new workbook is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkbookRequired
WorksheetRequired
ColumnRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Team
Team FolderRequired
Folder
WorkbookRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Team
Team FolderRequired
Folder
WorkbookRequired
WorksheetRequired
ColumnRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkbookRequired
WorksheetRequired
Row IndexRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkbookRequired
Worksheet Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkbookRequired
WorksheetRequired
Lookup ColumnRequired
Lookup OperatorRequired
Lookup DataRequired
Additional Lookup Column
Additional Lookup Operator
Additional Lookup Data
First Match Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team
Team FolderRequired
Folder
WorkbookRequired
Worksheet Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team
Team FolderRequired
Folder
WorkbookRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team
Team FolderRequired
Folder
WorkbookRequired
WorksheetRequired
Lookup ColumnRequired
Lookup OperatorRequired
Lookup DataRequired
Additional Lookup Column
Additional Lookup Operator
Additional Lookup Data
First Match Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team
Team FolderRequired
Folder
WorkbookRequired
WorksheetRequired
Lookup ColumnRequired
Lookup OperatorRequired
Lookup DataRequired
Additional Lookup Column
Additional Lookup Operator
Additional Lookup Data
Search From End
ActionThis is an event a Zap performs.SearchFind existing data in your app
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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AccountingAbout Zoho Sheet
Zoho Sheet is a cloud-based spreadsheet software that allows you to create, edit, share and collaborate on spreadsheets in real time.