Connect Gmail and Xero
Integrate Gmail with Xero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Gmail + Xero flows
Start from a real workflow other teams are already running.
Choose a trigger
Gmail
When this happens...
New Attachment
New Email Received
New Email Sent
Choose an action
Xero
Automatically do this!
Create or Update Contact
Create Project
Create Purchase Order
Create New Quote
Find a Purchase Order
Find Invoice
Find Contact
Add Note to Invoice
Add Stock Items
Create Bank Transfer
Create an Xero Invoice
Get Balance Sheet
Get Report of Profit and Loss
Create or Update Contact in Xero when New Attachment in Gmail
Use this flowCreate Project in Xero when New Attachment in Gmail
Use this flowCreate Purchase Order in Xero when New Attachment in Gmail
Use this flowCreate New Quote in Xero when New Attachment in Gmail
Use this flowFind a Purchase Order in Xero when New Attachment in Gmail
Use this flowFind Invoice in Xero when New Attachment in Gmail
Use this flowFind Contact in Xero when New Attachment in Gmail
Use this flowAdd Note to Invoice in Xero when New Attachment in Gmail
Use this flowAdd Stock Items to Xero when New Attachment in Gmail
Use this flowCreate Bank Transfer in Xero when New Attachment in Gmail
Use this flowSupported Triggers & Actions
Everything you can automate between Gmail and Xero.
When this happensTriggers
A trigger is an event that starts a workflow.
New Attachment
Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.
New Email Received
Runs when new email arrives
New Email Sent
Runs the workflow automatically whenever a new email appears in the Sent mailbox or a specified label.
New Contact
Triggers when you add a new contact
New Quote
Triggers when a new quote is created
New Credit Note
Triggers When A New Credit Note Is Created
Do thisActions
Action is the task that follows automatically within your Gmail integrations.
Send Email
send a new email message.
Add or Remove Labels on Emails
Add or remove labels on a specific email or on emails matching sender, subject, or thread ID.
Reply To Email Thread
Send a reply in an existing Gmail thread.
Get Thread Replies
Retrieve all messages in a thread excluding those sent from the specified email address.
Search Email Messages
Search emails by manual, advanced, or AI query and return message details, attachments, and a next-page token.
Get Email Attachment
Retrieve attachments from an email by Message ID and return attachment details (filename, MIME type, size) and accessible URLs.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Gmail and Xero workflows.
Learn how to automate Gmail and Xero workflows.
Learn how to automate Gmail and Xero workflows.
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About Gmail
Gmail is Google's email service that helps users send, receive, organize, search, and manage email messages with powerful spam filtering and integration across Google Workspace.
Learn more
About Xero
Xero is a cloud-based accounting software platform for small and medium-sized businesses. It connects business owners with their financial data and advisors anytime, anywhere, on any device.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Gmail and Xero accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Gmail and Xero as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Xero. No coding required.
Yes. You can set up a workflow where Gmail triggers actions in Xero, and a separate workflow where Xero triggers actions in Gmail. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Gmail and Xero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Gmail and Xero integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
