Google Sheets and Xero automations

Ready-made scenarios where Google Sheets and Xero work for you: pick one — a copy appears in your account and runs on its own.

44 scenarios

New Google Sheets rows — contacts in Xero
Contacts logged into a spreadsheet
Invoices from Xero as rows in Google Sheets
Daily Xero forecast logged into Google Sheets
Data shaped to the table format — prepared automatically before writing
Accounting customers — into a spreadsheet every month
Invoices from a sheet straight into QuickBooks — no double entry
Accounting invoices — in a sheet on their own, in real time
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
Enriching leads with contacts — drop a sheet, get a filled CRM
Win back abandoned Shopify carts by email and in CRM
A personalized sales proposal from a table row, ready and sent
New-lead handling: CRM entry, team alert and reminder
Contacts tagged by role and seniority — automatically
A new sheet row — a client in accounting and a ready estimate
High-value lead alerts — to chat, sheet and calendar
A lead replies — the CRM card updates and a task lands on a rep
Capture and route leads from every channel
Client renewal reminders — ahead of time
Welcome emails for new customers with tracking
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Shipping quotes delivered right in the customer chat
Invoice intake with reading, risk checks and approval
Alerts for customers losing interest: to the rep, into a task, and by email
Automatic follow-ups for prospects who went quiet
Campaign and deal analytics — in one table
Re-engaging quiet clients — weekly, without manual tracking
Invoices from email into accounting, with approval
Tell customers their bug is fixed — the moment the issue closes
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Warm B2B leads with a personal video for each
Emailed invoices — into your books, automatically
Open-house lead follow-up — a week-long touchpoint sequence on autopilot
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot
An AI assistant over your CRM in any messenger
A personal assistant in your messenger: email, calendar, tasks, expenses