When a row is updated in Google Sheets, send an invoice from Xero via email.
When a row is updated in Google Sheets, send an invoice from Xero via email.
Launch this workflow to connect
Google Sheets &
Xero
!
■Overview
This is a flow that sends an invoice from Xero via email 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 manage data using Google Sheets
・Those who manage data daily with Google Sheets but find manual updates and checks cumbersome
・Those who want to automatically proceed with subsequent tasks when data is updated
2. Those who issue invoices using Xero
・Those who want to issue invoices smoothly with Xero
・Those who want to improve work efficiency by automatically sending emails after issuing invoices
■Benefits of using this template
By linking Google Sheets and Xero, the invoice sending process can be streamlined.
This eliminates the hassle of manually creating and sending invoices, saving work time.
Invoices are automatically sent promptly every time Google Sheets is updated, preventing delays in invoice processing.
Additionally, reducing manual operations lowers the risk of human error, enabling accurate invoice management.
■Notes
・Please connect both Google Sheets and Xero with Yoom.
・You can select trigger intervals of 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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See more
About the Apps
Templates using
Google Sheets
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.
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Xero
Templates using
Xero
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.
see detailsTemplates
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
This is a flow for adding order information to WooCommerce when a row is added in Google Sheets. This flow significantly reduces manual effort and saves the time previously spent on registration, allowing you to focus on more important tasks and improving productivity.
Add order information to WooCommerce when a row is added in Google Sheets.
You can add a new tab to a Google Spreadsheet at the beginning of each month. By being able to add a new sheet to a specific Google Spreadsheet at the start of each month, you can avoid forgetting to add sheets and prevent unnecessary rework.
Add a new tab to the Google Spreadsheet at the beginning of each month.
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.
see detailsTemplates
No-Code API Actions
Executable API actions
Flowbot triggers
When a row is added
When a row is updated
Flowbot operations
Set a value in a cell
Get values
Clear values
Create a new spreadsheet
Copy a sheet (tab)
Add a new sheet (tab)
Delete Sheet (Tab)
Replace values
Update Sheet Name
Delete Rows
Get Spreadsheet Info
Get sheet names
Apply a formula to a range
Enter values in a range
Embed an image in a cell
Sort by specific column
Hide a sheet
Add a note to the specified cells
Flowbot triggers
When a row is addedWhen a row is updated
Flowbot operations
Set a value in a cellGet valuesClear valuesCreate a new spreadsheetCopy a sheet (tab)Add a new sheet (tab)Delete Sheet (Tab)Replace valuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet sheet namesApply a formula to a rangeEnter values in a rangeEmbed an image in a cellSort by specific columnHide a sheetAdd a note to the specified cellsInsert columnsDelete columnsWrite values to multiple columns
Flowbot triggers
There is no action.
Flowbot operations
Create or Update ContactsGet a ContactSearch ContactsCreate InvoiceCreate BillEmail an InvoiceCreate QuoteCreate Purchase OrderUpdate InvoiceUpdate BillUpdate QuoteUpdate Purchase OrderSearch InvoicesSearch BillsSearch QuotesCreate or Update ItemsMore inspiration for you
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