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Integrate Gmail with Xero

Appy Pie Connect allows you to automate multiple workflows between Gmail and Xero

  • No code
  • No Credit Card
  • Lightning Fast Setup
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About Gmail

Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.

About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

Xero Integrations

Best ways to Integrate Gmail + Xero

  • Gmail Integration Xero Integration

    Gmail + Xero

    Create new sales invoices in Xero for new emails in Gmail [REQUIRED : Business Gmail Account] Read More...
    Close
    When this happens...
    Gmail Integration New Email
     
    Then do this...
    Xero Integration Create Sales Invoice
    If you find that preparing and sending out invoices is taking up too much of your time and efforts, then this integration is for you. Appy Pie has designed this ‘Connect’ to help businesses reduce paperwork by automating their invoicing process. Once this Gmail & Xero automation is active, Appy Pie Connect will automatically send the Gmail messages to Xero, creating invoices for your business. This integration is designed, keeping in mind the needs of small as well as large enterprises.
    How It Works
    • A new email is received on Gmail
    • Appy Pie Connect creates an invoice on Xero.
    What You Need
    • A Gmail account
    • A Xero account
  • Gmail Integration Xero Integration

    Gmail + Xero

    Create Sales Invoice to Xero from New Attachment in Gmail Read More...
    Close
    When this happens...
    Gmail Integration New Attachment
     
    Then do this...
    Xero Integration Create Sales Invoice
  • Gmail Integration Xero Integration

    Gmail + Xero

    Create Bill to Xero from New Attachment in Gmail Read More...
    Close
    When this happens...
    Gmail Integration New Attachment
     
    Then do this...
    Xero Integration Create Bill
  • Gmail Integration Xero Integration

    Gmail + Xero

    Create Purchase Order to Xero from New Attachment in Gmail Read More...
    Close
    When this happens...
    Gmail Integration New Attachment
     
    Then do this...
    Xero Integration Create Purchase Order
  • Gmail Integration Xero Integration

    Gmail + Xero

    Create/Update Contact to Xero from New Attachment in Gmail Read More...
    Close
    When this happens...
    Gmail Integration New Attachment
     
    Then do this...
    Xero Integration Create/Update Contact
  • Gmail Integration {{item.actionAppName}} Integration

    Gmail + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Gmail + Xero in easier way

It's easy to connect Gmail + Xero without coding knowledge. Start creating your own business flow.

    Triggers
  • New Attachment

    Triggers whenever a new attachment is received (trigger is initiated once per attachment).

  • New Email

    Triggers when a new e-mail appears in the specified mailbox.

  • New Email Matching Search

    Triggers when you receive a new email that matches a search string you provide.

  • New Labeled Email

    Triggers when you receive a new email in a label.

  • New Starred Email

    Triggers everytime you receive a new email and Starmark it within two days.

  • New Thread

    Triggers every time a new thread starts.

  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

    Actions
  • Create Draft

    Draft a new email message(but don't send).

  • Create Label

    Creates a new label.

  • Send Email

    Draft a new email message & send it.

  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Gmail & Xero Integrations Work

  1. Step 1: Choose Gmail as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Xero as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Gmail to Xero.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Gmail and Xero

Gmail and Xero are both cloud based business services that are widely used by individuals and businesses alike. Both of these have revputionized the way that business is conducted by making it much more streamlined and efficient. Businesses can send invoices, send email, track expenses, and communicate with employees all from a web based application. These services also allow for real time synchronization between all devices that have access to the cloud based service.

The integration of Gmail and Xero allows for easy access from all devices and easy tracking of business related information. The two applications are very similar in the way that they function and therefore integration is quite seamless. This makes it much simpler to keep track of business related activities in real time without having to switch from one application to another or perform extra steps to get information into the correct application.

The integration of Gmail and Xero allows for much easier communication between employees and business owners. For example, an employee can schedule an appointment for their manager in the business calendar integrated with Xero and the manager will be notified via email when he/she next logs into their Gmail account. If the manager has not been able to accept or decline the meeting, the employee will receive an auto-reply email indicating that they have been scheduled for a meeting at a certain time, but cannot attend. This type of email is received when other transfer protocps are set up as well, including emailing appointments from Outlook. It is also possible to schedule a meeting from within Xero which is convenient if the user does not have access to their email, but has access to their Xero account.

Another benefit of integration between the two programs is that it is possible to attach documents such as receipts, invoices, and agreements directly into emails from within your Gmail account without having to switch to another program. This can be particularly beneficial if you are on a mobile device and running out of space on your phone to store documents. It is also possible to import expenses directly into Xero from a receipt using mobile apps in order to quickly add expenses as they are incurred rather than having to wait until returning home to upload them manually onto Xero. These are just some examples of how easy it is to integrate Gmail with Xero to make your life simpler and more streamlined.

Integration between the two programs is beneficial because it eliminates the necessity to transfer data back and forth between them on a regular basis in order to keep everything organized. In addition, there is no need to go through the hassle of backing up a separate set of documents in order to keep records safe because it is all located in the cloud based system. These services also integrate seamlessly with other documents such as financial statements and tax forms which helps minimize the amount of effort needed to keep records organized. These types of systems make it easier for businesses to streamline their operations, but is also convenient for individuals who need to maintain their own records such as small business owners or people who manage family finances.

The process to integrate Gmail and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.