Gmail + monday.com + Xero Integrations
How to connect Gmail + monday.com + Xero
Zapier lets you send info between Gmail and monday.com and Xero automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
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Do even more with Gmail + monday.com + Xero
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Gmail, monday.com, and Xero. And don’t forget that you can add more apps and actions to create complex workflows.
Label or mailbox
Search keywords
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEmail message to be DeletedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
ThreadRequired
To
Cc
Bcc
From
From Name
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To
Cc
Bcc
From
From Name
Reply To
SubjectRequired
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
ThreadRequired
To
Cc
Bcc
From
From Name
Reply To
Body type
BodyRequired
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
To
Cc
Bcc
From
From Name
Reply To
SubjectRequired
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBoard IDRequired
Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New User
Triggers when a new user joins your monday.com account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoard IDRequired
Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
New Item Name ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board NameRequired
Board KindRequired
Template Id
Workspace Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item NameRequired
Subitem NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group IDRequired
New Group Title
Should add group to top?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
ColumnRequired
FileRequired
File NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Column to search inRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
ColumnRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Days OverdueRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Project State
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Quote Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Status
Change
Contact
Trigger Preference
Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Item CodeRequired
NameRequired
Description
Is SoldRequired
Sales Unit Price
Sales Account
Sales Tax Type
Is PurchasedRequired
Purchase Description
Purchase Unit Price
Purchase Account
Purchase Tax Type
Is TrackedRequired
Inventory Asset Account
Cost of Goods Sold Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Transaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Account Number
Contact Requirements
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
Contact Number
Company Number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
TypeRequired
ContactRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Contact Account Number
Primary Person - First Name
Primary Person - Last Name
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Contact Address Type
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Contact Tax Number
Bank Account Number
Contact Number
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Number
Reference
Sent To Contact
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Discount %
Discount Amount
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Project NameRequired
Deadline for the project
Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Repeated Invoice Schedule
Invoice Creation: Frequency TypeRequired
Invoice Creation: Frequency (Period)Required
Due Date Type: Payment TermsRequired
Set Due Dates (Days)Required
Start Date: Required
End Date
StatusRequired
Currency
Branding Theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrganizationRequired
Invoice IdRequired
Contact
Status
Date
Due Date
Expected Payment Date
Reference
Branding Theme
Url
Currency
Sent To Contact
Attachments
Invoice Number
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Contact NameRequired
Account Number
Contact Requirements
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
Contact Number
Company Number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Label
Triggers when you add a new label.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Starred Email
Triggers when you receive a new email and star it within two days.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLabel
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient Instructions
To
Cc
Bcc
SubjectRequired
From
From Name
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name of labelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MessageRequired
Label(s) to removeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Board
Triggers when a new board is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoard IDRequired
Column IDsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
Override empty fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Column TitleRequired
Column TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group ID
Item NameRequired
Subitem Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
Subitem IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
Column
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Status
Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Purchase Order Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Invoice IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Credit Note IDRequired
Invoice IDRequired
AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
From AccountRequired
To AccountRequired
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Date
Expiry
Quote Number
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Reference
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Document Type
Document ID or NumberRequired
Paid ToRequired
Date
Currency Rate
AmountRequired
Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact (supplier)Required
Date
Delivery Date
Order Number
Reference
Theme
Currency
Tax Type
Delivery Address
Attention
Telephone
Delivery Instructions
Attachments
Purchase Order Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Purchase OrderRequired
Contact
Update Method for Line Items
Date
Delivery Date
Line Amount Types
Purchase Order Number
Reference
Branding Theme
Currency
Status
Sent to Contact
Delivery Address
Attention To
Telephone
Delivery Instructions
Expected Arrival Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Resource typeRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Include Online Invoice URL
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Gmail + monday.com + Xero Integrations Work
- Step 1: Authenticate Gmail, monday.com, and Xero.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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