Question

How to use customer information in Google Sheets and HubSpot to create invoices in Xero

  • 13 June 2021
  • 1 reply
  • 16 views

I am new to Zapier

 

I am trying to pull info customer info from Google Sheet and then create an invoice in Xero.

 

Once Hubspot is set up then we will have to pull the customer and sales order info from Hubspot to Xero

 

 

 

 


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1 reply

Userlevel 7
Badge +14

Hi @ninan99 

Check out the available triggers/actions/searches for each app.

GSheets: https://zapier.com/apps/google-sheets/integrations#triggers-and-actions

Xero: https://zapier.com/apps/xero/integrations#triggers-and-actions

HubSpot: https://zapier.com/apps/hubspot/integrations#triggers-and-actions