When a row is updated in Google Sheets, update the quote in Xero.

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■Overview

This is a flow that updates a quote in Xero when a row is updated in Google Sheets.

By using Yoom, you can easily connect apps without the need for programming.

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■Recommended for

1. Those who manage data using Google Sheets

・Those who frequently update data in Google Sheets and want to quickly reflect those updates in other tools

・Those who want to efficiently proceed with their work without spending time on manual data migration tasks

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2. Those who manage quotes and invoices using Xero

・Those who spend a lot of time creating or updating quotes in Xero

・Those who want to automatically reflect updates from Google Sheets in Xero to reduce the effort of creating quotes

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■Benefits of using this template

By linking Google Sheets and Xero, you gain the benefit of having Xero quotes automatically updated every time the data in the spreadsheet is updated.
This makes the management of quote information very smooth and eliminates the need for manual updates.
As a result, work efficiency improves and it also leads to time savings.

Additionally, maintaining consistency and accuracy in quote information will enhance trust with customers.
Furthermore, by eliminating the need for manual input, the burden on staff is reduced, allowing more time to focus on other important tasks.

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■Notes

・Please connect both Google Sheets and Xero with Yoom.

・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.

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About the Apps You Use

Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

Related apps

Templates using

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Xero

Yoom allows you to integrate with Xero's API without any code, enabling you to automate operations in Xero via the API. For example, you can link customer information from Salesforce or HubSpot to Xero, or automatically create invoices and quotes in Xero using data from Google Sheets or Airtable.

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