■Overview
This is a flow that updates Xero invoices when a row is updated in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who perform accounting tasks using Google Sheets
・Those who feel that manual updates take too much time
・Those who want to automate invoice updates and work more efficiently
2. Companies that create and manage invoices using Xero
・Those who want to keep the information on invoices created in Xero always up-to-date
・Those who manually update invoices each time but feel that mistakes are likely to occur
■Benefits of using this template
By linking Google Sheets with Xero's invoice function, manual update tasks are no longer necessary.
This reduces working time and improves efficiency.
Additionally, automation reduces human error and maintains data accuracy.
The sales team and accounting department can share the latest information without hassle, enabling quick and appropriate responses.
As a result, customer satisfaction improves, leading to business growth.
■Notes
・Please connect both Google Sheets and Xero with Yoom.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.