How to connect Xero + Gmail + Chargify
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Do even more with Xero + Gmail + Chargify
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Xero, Gmail, and Chargify. And don’t forget that you can add more apps and actions to create complex workflows.
OrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Quote Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Transaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
Contact Number
Company Number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
TypeRequired
ContactRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Contact Account Number
Primary Person - First Name
Primary Person - Last Name
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Contact Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Contact Tax Number
Bank Account Number
Contact Number
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Number
Reference
Sent To Contact
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Discount %
Discount Amount
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Project NameRequired
Deadline for the project
Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Repeated Invoice Schedule
Invoice Creation: Frequency TypeRequired
Invoice Creation: Frequency (Period)Required
Due Date Type: Payment TermsRequired
Set Due Dates (Days)Required
Start Date: Required
End Date
StatusRequired
Currency
Branding Theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
Contact Number
Company Number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSubjectRequired
To
Cc
Bcc
From
From Name
Body Type
BodyRequired
Signature
Label/Mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message to Remove Label(s) FromRequired
Label(s) to RemoveRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Customer
Triggers when a customer is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Subscription
Triggers when a new subscription is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Subscription
Triggers when a subscription is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFirst Name
Last Name
EmailRequired
Cc Emails
Organization
Reference
Address
Address 2
City
State
Zip
Country
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
CustomerRequired
Payment Profile
Ref
Coupon Code
Payment Collection Method
Receives Invoice Emails
Net Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Id
Organization
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct Family Id
Product Family Name
Product Family Description
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Id
Organization
First Name
Last Name
Cc Emails
Reference
Address
Address 2
City
State
Zip
Country
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
OrganizationRequired
Status
Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Purchase Order Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Credit Note IDRequired
Invoice IDRequired
AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
From AccountRequired
To AccountRequired
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Date
Expiry
Quote Number
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Reference
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Document Type
Document ID or NumberRequired
Paid ToRequired
Date
Currency Rate
AmountRequired
Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact (supplier)Required
Date
Delivery Date
Order Number
Reference
Theme
Currency
Tax Type
Delivery Address
Attention
Telephone
Delivery Instructions
Attachments
Purchase Order Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrganizationRequired
Invoice IdRequired
Contact
Status
Date
Due Date
Expected Payment Date
Reference
Branding Theme
Url
Currency
Sent To Contact
Attachments
Invoice Number
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Label
Triggers when you add a new label.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Starred Email
Triggers when you receive a new email and star it within two days.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLabel(s) to Add
Message to be LabeledRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
ThreadRequired
To
Cc
Bcc
From
From Name
Body Type
BodyRequired
Signature
Label/Mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To
Cc
Bcc
From
From Name
Reply To
SubjectRequired
Body Type
BodyRequired
Signature
Label/Mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
ThreadRequired
To
Cc
Bcc
From
From Name
Reply To
Body Type
BodyRequired
Label/Mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
To
Cc
Bcc
From
From Name
Reply To
SubjectRequired
Body Type
BodyRequired
Signature
Label/Mailbox
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planType of discountRequired
Product FamilyRequired
NameRequired
CodeRequired
DescriptionRequired
Allow Negative Balance
Recurring
End Date
Stackable
Compounding Strategy
Restricted Products
Restricted Components
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
NameRequired
Handle
Price In CentsRequired
IntervalRequired
Interval UnitRequired
Trial Price In Cents
Trial Interval
Trial Interval Unit
Trial Type
Initial Charge In Cents
Initial Charge After Trial
Expiration Interval
Expiration Interval Unit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubscriptionRequired
Product
Receives Invoice Emails
Next Billing Date
Net Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product Family IdRequired
Include Archived
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct Id
Product Name
Product Description
ActionThis is an event a Zap performs.SearchFind existing data in your appSubscription IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSubscription IdRequired
ProductRequired
CustomerRequired
Payment Profile
Ref
Coupon Code
Payment Collection Method
Receives Invoice Emails
Net Terms
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Xero + Gmail + Chargify Integrations Work
- Step 1: Authenticate Xero, Gmail, and Chargify.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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