Gmail + Xero

Create drafts in Gmail for every new bank transaction in Xero

Stay on top of your finance tasks with this workflow. Whenever there's a new bank transaction in Xero, an email draft is prepared in Gmail ready for your review. This automation saves you time from manually tracking and communicating each transaction, allowing you to focus more on your core business processes. Try out this workflow and streamline your financial communication effortlessly.

Stay on top of your finance tasks with this workflow. Whenever there's a new bank transaction in Xero, an email draft is prepared in Gmail ready for your review. This automation saves you time from manually tracking and communicating each transaction, allowing you to focus more on your core business processes. Try out this workflow and streamline your financial communication effortlessly.

  1. When this happens...
    XeroXero
    New Bank Transaction

    Triggers when a new bank transaction is created.

    TriggerPolling
  2. automatically do this!
    GmailGmail
    Create Draft

    Create a draft email message.

    ActionWrite
Start free with email
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Supported triggers and actions

    • OrganizationRequired

    • Status

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Report TypeRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Polling
    Try It
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gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Learn more

Related categories

  • Email
  • Google

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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 more

Related categories

  • Accounting

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