■Overview
This is a flow that creates an invoice in Xero when a row is added in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Google Sheets in their daily work
・Those who regularly add new rows to Google Sheets and feel the hassle of manually entering data into another system each time
・Those who want to reduce the effort of data entry and work more efficiently
2. Companies that manage invoices using Xero
・Those who create invoices in Xero but feel that manual entry takes too much time
・Those who want to automate the invoice creation process for accurate and quick responses
■Benefits of using this template
By linking Google Sheets and Xero, you can automatically create invoices when a row is added.
This reduces the time and effort required for invoice creation.
Sales representatives can complete their tasks on a single platform, allowing them to focus on other important tasks.
Additionally, reducing human error in manual invoice creation helps maintain accurate data, which can lead to increased customer trust.
■Notes
・Please connect Yoom with both Google Sheets and Xero.
・You can choose trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.