Connect Xero to Gmail on Stepper to automate your workflows. See the triggers and actions available for each app below.
When this happens in Xero
New Sales Invoice
Triggers when a new Sales Invoice (Accounts Receivable) is created.
Updated Sales Invoice
Triggers when a Sales Invoice is updated.
New Contact
Triggers when you add a new contact.
New or Updated Contact
Triggers when a contact is created or updated.
New Bill
Triggers when you add a new bill. (Accounts Payable).
New Credit Note
Triggers when a new credit note is created.
New Payment
Triggers when you receive a new payment.
New Bank Transaction
Triggers when a new bank transaction is created.
New Purchase Order
Triggers when a new purchase order is created or enters a status for the first time.
New Quote
Triggers when a new quote is created.
Updated Quote
Triggers when a quote is created or updated.
New Project
Triggers when a new project is created. May not trigger if there are more than 500 projects.
New Employee
Triggers when a new employee is created (Exclusively for Australian Instances).
Updated Employee
Triggers when a new employee is updated (Exclusively for Australian Instances).
New Payslip
Triggers on payslips from the most recently updated payrun. (Exclusively for Australian Instances)
New Reconciled Payment
Triggers when a payment is reconciled for the first time.
Overdue Sales Invoice
Triggers when a sales invoice is overdue by a specified number of days.
New Report
Triggers when you run or refresh one of the selected Xero report types (Balance Sheet, Profit & Loss, etc.).
Do this in Gmail
Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
Create Bill
Creates a new bill (Accounts Payable).
Create/Update Contact
Creates a new contact or updates a contact if a contact already exists.
Create Payment
Applies a payment to an invoice.
Create Bank Transaction
Creates a new Spend/Receive Money bank transaction.
Create Bank Transfer
Transfers money between two bank accounts.
Create Credit Note
Creates a new credit note for a contact.
Create Purchase Order
Creates a new purchase order for a contact.
Create New Quote Draft
Creates a new quote draft.
Create Project
Creates a new project for a contact.
Create Employee
Creates an employee in Xero. (Exclusively for Australian Instances)
Create Inventory Item
Creates an inventory item.
Create Repeating Sales Invoice
Creates a template that generates regular invoices.
Update Sales Invoice
Updates existing sales invoice (Accounts Receivable).
Update Purchase Order
Updates an existing Purchase Order.
Update Employee
Updates an existing employee in Xero. (Exclusively for Australian Instances)
Add Items to Existing Sales Invoice
Adds line items to an existing sales invoice.
Add Note to Invoice
Add a note which will appear in the invoice history.
Add or Update Stock Items
Creates or updates one or more stock items.
Allocate Credit Note to Invoice
Allocates a credit note to an invoice.
Send Sales Invoice by Email
Send Sales Invoice by Email
Upload Attachment
Uploads an attachment to a selected Xero resource. Resources can have a maximum of 10 attachments.
Make HTTP Request
Make an HTTP request to any URL with full control over method, headers, and body.