SeaTable and Xero automations

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

44 scenarios

New SeaTable rows — contacts in Xero
New Xero land in SeaTable by themselves
Text from chat photos, straight into a sheet
Data shaped to the table format — prepared automatically before writing
Accounting customers — into a spreadsheet every month
Accounting invoices — in a sheet on their own, in real time
An invoice archive from your accounting in the cloud — automatically
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
A personalized sales proposal from a table row, ready and sent
Win back abandoned Shopify carts by email and in CRM
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
Leads from a post's likes and comments — straight to your CRM
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Invoices and payments on autopilot — from issue to paid
A lead replies — the CRM card updates and a task lands on a rep
Scoring and routing leads from form submissions
Client renewal reminders — ahead of time
Capture and route leads from every channel
Cold outreach with auto follow-ups and CRM tracking
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
Shipping quotes delivered right in the customer chat
Invoice intake with reading, risk checks and approval
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
Emailed invoices — into your books, automatically
Accounting invoices from confirmed orders
Feedback triage and customer replies — automatically
Invoices from orders and payment reminders — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
Invoice and payment link from a mark in a table — automatically
AI marketing outreach with reply handling — on autopilot
An AI assistant over your CRM in any messenger