When a row is updated in Google Sheets, send an invoice from Xero via email.

■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.

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■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

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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

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■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.

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■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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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.

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Google Sheets

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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