Integrate Xero with Gmail

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

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Xero Integrations

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.

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.

Xero + Gmail Quick Connects

Want to explore Xero + Gmail quick connects for faster integration? Here’s our list of the best Xero + Gmail quick connects.

Explore quick connects

Gmail Alternatives

Looking for the Gmail Alternatives? Here is the list of top Gmail Alternatives

Zoho Mail
Microsoft Outlook
MailerLite
MailChimp
Campaign Monitor
Benchmark Email
Click2Mail
Direct Mail
FreshMail
Office 365
Microsoft Exchange

Connect Xero + Gmail in easier way

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

Triggers
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)
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.

Actions
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.
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.

How Xero & Gmail Integrations Work

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

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Gmail as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Xero to Gmail.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Xero and Gmail

Xero?

Xero is an online accounting software which is used widely by small businesses and freelancers. It is a cloud based accounting software which makes it easier for the user to track their business expenses and revenue.

Gmail?

Gmail is an email client developed by Google. It is the most popular emailing service used on the Internet. It has many features such as creating email groups, attaching files to emails etc.

Integration of Xero and Gmail

Xero released a new feature called ‘Add-ons’ which allows users to integrate their account with third party services such as Gmail and Dropbox. This feature enables users to access their Xero account directly from Gmail. After integrating with your Xero account, you can quickly send invoices, view payments and get notified on incoming payments.

Benefits of Integration of Xero and Gmail

The integration of Xero and Gmail has many advantages for the users. Some of these benefits are as fplows:

The users can easily log in to their Xero account from anywhere by using their Gmail credentials. They do not have to remember passwords for different accounts. All they have to do is sign in into their Gmail account and then they can access their Xero account via the “Add-ons” tab present in the left menu bar of a Gmail account.
The users can access their Xero account directly from the Gmail inbox where they can see the invoices that are due and reminders for upcoming invoices. This feature helps in reminding the users about overdue invoices which they might have otherwise forgotten. This can be especially beneficial for small businesses that do not have a human resource department to keep reminding them about pending invoices.
The users can also use various keyboard shortcuts such as “Ctrl+Shift+F” to generate a new invoice. This also saves time and effort by automating certain tasks within the Xero system which would have otherwise been done manually by the user.

Conclusion

Xero has developed an add-on feature which integrates their system with services such as Gmail and Dropbox. This new feature not only helps in saving time but also helps in making the accounting process simpler for small businesses that don’t have a human resource department to take care of these things.

The process to integrate Xero and Gmail 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.