Google Sheets + Xero
Create new Xero quote drafts from new Google Sheets rows
When a new row is added to your Google Sheets, this workflow will instantly draft a new quote in Xero, making the process seamless and saving you valuable time. This efficient automation ensures you keep track of all your quotes without having to manually input data, helping your business run smoother and faster.
When a new row is added to your Google Sheets, this workflow will instantly draft a new quote in Xero, making the process seamless and saving you valuable time. This efficient automation ensures you keep track of all your quotes without having to manually input data, helping your business run smoother and faster.
- When this happens...
New Spreadsheet RowTriggers when a new row is added to the bottom of a spreadsheet.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create New Quote DraftCreates a new quote draft.
ActionWriteCreate a new record or update an existing record in your app.
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Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNo Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Spreadsheet to Copy
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
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.Drive
SpreadsheetRequired
TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Search from last row
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Search from last row
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganizationRequired
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
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy Worksheet Destination
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
Overwrite existing worksheet with the same title
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Bold
Italic
Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Search from last row
Row Count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
ColumnsRequired
Row CountRequired
First Row
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
TitleRequired
Overwrite existing worksheet with the same title
Headers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganizationRequired
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
About Google Sheets
Related categories
About Xero
Related categories
Related Zap Templates
- Save new Xero invoices to Google Sheets rows
- Create Xero invoices from new Google Sheets rows
- Add rows in Google Sheets from new Xero payments
- Log new Xero bank transactions as Google Sheets rows
- Create or update Xero contacts from new Google Sheets rows
- Add New Xero Bills to Google Sheets as Rows
- Create bills in Xero from new rows in Google Sheets
- Post Mattermost messages for new Slack posts
- Add new Google Sheets spreadsheet rows to Xero as contacts
- Generate Xero sales invoices from new or updated Google Sheets rows
- Add new Xero quotes to Google Sheets as rows
- Create sales invoices in Xero from new Google Sheets spreadsheet rows in team drive
- Create or update Xero contacts from new or updated Google Sheets spreadsheet rows (team drive)
- Add new Xero contacts to Google Sheets rows
- Update spreadsheet rows in Google Sheets for new quotes in Xero
- Create bills in Xero from new or updated rows in Google Sheets
- Record new Xero payments as multiple rows in Google Sheets
- Create and send Xero sales invoices by email for new Google Sheets rows
- Create multiple spreadsheet rows in Google Sheets for new sales invoices in Xero
- Add new Xero bills to Google Sheets as multiple rows in a spreadsheet
- Create payments in Xero from new or updated rows in Google Sheets
- Create new Xero purchase orders from new Google Sheets rows
- Generate Xero bills from new or updated Google Sheets rows on team drive
- Create payments in Xero for new or updated rows in Google Sheets team drive
- Update and add items to Xero sales invoices from new or updated rows in Google Sheets
- Create new Xero bills from new Google Sheets worksheets
- Create multiple rows in Google Sheets for new bank transactions in Xero
- Create multiple spreadsheet rows in Google Sheets for new quotes in Xero
- Create purchase orders in Xero from new or updated rows in Google Sheets
- Manage updated Xero invoices by creating rows in Google Sheets
- Create new Xero quote drafts from new or updated Google Sheets spreadsheet rows
- Create spreadsheet rows in Google Sheets for new purchase orders in Xero
- Create sales invoices in Xero for new rows in Google Sheets
- Generate Xero sales invoices from new or updated Google Sheets rows
- Create new Xero payments from new Google Sheets rows
- Create spreadsheet rows in Google Sheets for new credit notes in Xero
- Create new rows in Google Sheets for every new reconciled payment in Xero
- Create spreadsheets in Google Sheets from new bills in Xero
- Create new Xero transactions from new Google Sheets rows
- Update Xero sales invoices when new or updated rows are detected in Google Sheets
- Update Google Sheets rows with new contacts from Xero for streamlined data management
- Create multiple rows in Google Sheets for new purchase orders in Xero
- Create spreadsheets in Google Sheets from new contacts in Xero
- Create Google Sheets rows for new Xero sales invoices
- Create sales invoices in Xero from new or updated rows in Google Sheets team drive
- Copy worksheets in Google Sheets when sales invoices are updated in Xero
- Create multiple rows in Google Sheets when updated sales invoices occur in Xero
- Create multiple Google Sheets rows for new bank transactions in Xero
Related Zap Templates
- Save new Xero invoices to Google Sheets rows
- Log new Xero bank transactions as Google Sheets rows
- Create bills in Xero from new rows in Google Sheets
- Generate Xero sales invoices from new or updated Google Sheets rows
- Create or update Xero contacts from new or updated Google Sheets spreadsheet rows (team drive)
- Create bills in Xero from new or updated rows in Google Sheets
- Create multiple spreadsheet rows in Google Sheets for new sales invoices in Xero
- Create new Xero purchase orders from new Google Sheets rows
- Update and add items to Xero sales invoices from new or updated rows in Google Sheets
- Create multiple spreadsheet rows in Google Sheets for new quotes in Xero
- Create new Xero quote drafts from new or updated Google Sheets spreadsheet rows
- Generate Xero sales invoices from new or updated Google Sheets rows
- Create new rows in Google Sheets for every new reconciled payment in Xero
- Update Xero sales invoices when new or updated rows are detected in Google Sheets
- Create spreadsheets in Google Sheets from new contacts in Xero
- Copy worksheets in Google Sheets when sales invoices are updated in Xero
- Create Xero invoices from new Google Sheets rows
- Create or update Xero contacts from new Google Sheets rows
- Post Mattermost messages for new Slack posts
- Add new Xero quotes to Google Sheets as rows
- Add new Xero contacts to Google Sheets rows
- Record new Xero payments as multiple rows in Google Sheets
- Add new Xero bills to Google Sheets as multiple rows in a spreadsheet
- Generate Xero bills from new or updated Google Sheets rows on team drive
- Create new Xero bills from new Google Sheets worksheets
- Create purchase orders in Xero from new or updated rows in Google Sheets
- Create spreadsheet rows in Google Sheets for new purchase orders in Xero
- Create new Xero payments from new Google Sheets rows
- Create spreadsheets in Google Sheets from new bills in Xero
- Update Google Sheets rows with new contacts from Xero for streamlined data management
- Create Google Sheets rows for new Xero sales invoices
- Create multiple rows in Google Sheets when updated sales invoices occur in Xero
- Add rows in Google Sheets from new Xero payments
- Add New Xero Bills to Google Sheets as Rows
- Add new Google Sheets spreadsheet rows to Xero as contacts
- Create sales invoices in Xero from new Google Sheets spreadsheet rows in team drive
- Update spreadsheet rows in Google Sheets for new quotes in Xero
- Create and send Xero sales invoices by email for new Google Sheets rows
- Create payments in Xero from new or updated rows in Google Sheets
- Create payments in Xero for new or updated rows in Google Sheets team drive
- Create multiple rows in Google Sheets for new bank transactions in Xero
- Manage updated Xero invoices by creating rows in Google Sheets
- Create sales invoices in Xero for new rows in Google Sheets
- Create spreadsheet rows in Google Sheets for new credit notes in Xero
- Create new Xero transactions from new Google Sheets rows
- Create multiple rows in Google Sheets for new purchase orders in Xero
- Create sales invoices in Xero from new or updated rows in Google Sheets team drive
- Create multiple Google Sheets rows for new bank transactions in Xero