XERO TO GOOGLE SHEETS
Xero to Google Sheets, then WhatsApp.
How to add a Google Sheets row for each new Xero record, so ConvoHut can start a WhatsApp journey from it. This takes Zapier, Make or a webhook.
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Illustrative example. Names and details are made up.
STORES & PAYMENTS
The options.
Trigger, then Google Sheets “Create Spreadsheet Row”
Triggers you can use:
- New Sales Invoice
- New Payment (polling)
- New Contact (polling)
Make, webhooks and more
- Make
- Some Xero triggers are premium on Zapier.
- Build a due list: a filtered view of invoices due in three days.
THE SHEET
The columns to send.
Send one row per record, with the column names in row 1. Phone is the only required column and must include the country code.
- Name
- Phone
- Invoice
- Due date
- Amount
- Consent: that the person agreed to WhatsApp messages
| A | B | C | D | E | |
|---|---|---|---|---|---|
| 1 | Name | Phone | Invoice | Due date | Amount |
| 2 | Sarah | +61 412 000 184 | INV-3082 | 5 Nov | $49.00 |
| 3 | Tom | +61 433 000 912 | INV-3083 | 6 Nov | $29.00 |
| 4 | Ana | +64 21 000 457 | INV-3090 | 8 Nov | $49.00 |
Row 1 holds the column names. The highlighted row is the newest: adding it starts the journey. Example data only.
BUILD
Then, in ConvoHut.
- 01
Open Automations, then Create Automation, and choose New Sheet Row as the trigger.
- 02
Pick the spreadsheet and tab, and map Phone and Name.
- 03
Add your approved template, a wait for reply, and a notify step.
- 04
Pass the compliance review for your markets, then Activate Now. Test with your own number first.
RECIPES
Recipes that work with Xero.
Checked against Xero’s, Zapier’s and Google’s documentation in September 2026. Features, plan requirements and trigger names change; check the current documentation when you set it up. ConvoHut isn’t affiliated with Xero.
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