All Gmail integrationsIntegration

Gmail and Xero

Start a workflow in one and act in the other, with every step on the record. Ask your AI for it, or build it yourself.

Gmail steps
17
Xero steps
22

Ideas for Gmail and Xero

Each one is a real trigger and action. Ask your AI for any of them, in your own words, and it builds the workflow.

  • WhenNew emailThenCreate a contact
  • WhenNew invoiceThenReply to email
  • WhenNew emailThenUpdate a contact
  • WhenInvoice paidThenCreate draft
  • WhenNew emailThenCreate an item
  • WhenNew invoiceThenSend email

What each app adds

Gmail

Triggers

  • New emailRuns when a new email arrives in your Gmail inbox

Actions

  • List emailsList the emails that match a Gmail search, with each one's sender, subject and text.
  • Get email detailsGet who an email is from and to, its subject and its date.
  • Reply to emailSend a reply to an email, in the same conversation.
  • Create draftSave an email as a draft in Gmail without sending it. Set 'Reply to email' to draft a reply in that email's conversation.
  • Send emailSend an email.
  • Add label to emailAdd a label to an email.
See all 17 on the Gmail page

Xero

Triggers

  • New invoiceBeta. Runs for each new invoice in Xero, drafts included, with its number, customer, total and due date. Watches sales invoices, or bills or both if you choose. Invoices already there when the workflow is turned on don't start it, and neither does one dated more than a week before it was entered.
  • Invoice paidBeta. Runs when an invoice in Xero is paid in full, with its number, customer, total and the day it was paid. Watches sales invoices, or bills or both if you choose. Invoices paid before the workflow is turned on don't start it.

Actions

  • Get the organisationRead the connected Xero organisation: its name, country, base currency, financial year end and lock dates.
  • List accountsList the organisation's chart of accounts. Use it to find the account code a line item should post to.
  • List tax ratesList the organisation's tax rates and the tax type codes line items use to override the default rate.
  • Create a contactCreate a customer or supplier contact. Xero refuses a name another contact already holds, archived ones included.
  • Update a contactChange a contact's details. Anything left blank keeps the value Xero already holds.
  • Get a contactRead one contact in full, including its addresses, contact people and outstanding balances.
See all 22 on the Xero page

How to connect Gmail and Xero

  1. Connect your AI

    Add Lodol to Claude, ChatGPT, Cursor or any MCP tool in one step, or open the editor.

  2. Connect Gmail and Xero

    Sign in to each once in your workspace. Their keys are encrypted and used by name.

  3. Describe it, then turn it on

    Say what should happen, and when. Try a run, then turn it on; every run is traced.

Questions about Gmail and Xero

Yes. Connect each app once in your Lodol workspace and any workflow can use both: 16 actions and 1 trigger in Gmail, and 20 actions and 2 triggers in Xero.

Ask Claude, ChatGPT, Cursor or any AI tool connected to Lodol, in your own words, and it builds the workflow in your workspace. Or add the steps yourself in the visual editor, or start from one of the 1 template that already use both.

Free includes 100 runs a month. Builder starts at $18 a month for 2,500 runs and Pro at $120 for 10,000, and every plan has unlimited seats. A run counts once, however many steps it takes.

Connect Gmail and Xero.

Ask for it in Slack, Claude or ChatGPT. Lodol does it every time, and tells you if anything breaks.

Free plan, no credit card