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About this Applet
Send the current cash balance from Xero to your team using Gmail. When you press the Button widget the applet asks Xero for the selected account's latest closing balance and sends it in an email via Gmail. Ideal for quick balance checks or notifying finance colleagues by Gmail after deposits, transfers, or reconciliations in Xero. Note: Customize the message to fit your tone.
If
Trigger ingredients
ShareURL
Latitude
Longitude
LocationMapURL
LocationMapImageURL
OccurredAt
With
Query ingredients
AccountName
ClosingBalance
CurrencyCode
AsAtDate
Then
Action fields
to
cc
bcc
subject
body
attachment_url
Services used in this Applet
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Create your own workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
33 triggers, queries, and actions
Bill due soon
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a bill is due within the number of days you specify in the organisation you select.
Button press
Realtime trigger
Realtime Applets run after the trigger service notifies IFTTT of a new trigger event. Since IFTTT is notified proactively of new trigger events, realtime Applets normally run within a few seconds of a trigger event occurring.
This trigger fires every time you press the button.
Invoice overdue
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a sales invoice becomes overdue in the organisation you select.
Invoice paid
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a sales invoice is fully paid in the organisation you select.
New attachment
Realtime trigger
Realtime Applets run after the trigger service notifies IFTTT of a new trigger event. Since IFTTT is notified proactively of new trigger events, realtime Applets normally run within a few seconds of a trigger event occurring.
This trigger fires every time a new email with an attachment arrives in your inbox.
New contact
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new contact is created in the organisation you select.
New conversation
Realtime trigger
Realtime Applets run after the trigger service notifies IFTTT of a new trigger event. Since IFTTT is notified proactively of new trigger events, realtime Applets normally run within a few seconds of a trigger event occurring.
This trigger fires when a conversation starts in your Gmail inbox: a message gets its first reply and a back-and-forth begins. It fires once per conversation, not on every reply.
New email
Realtime trigger
Realtime Applets run after the trigger service notifies IFTTT of a new trigger event. Since IFTTT is notified proactively of new trigger events, realtime Applets normally run within a few seconds of a trigger event occurring.
This trigger fires every time a new email arrives in your Gmail inbox.
New email matching search
Realtime trigger
Realtime Applets run after the trigger service notifies IFTTT of a new trigger event. Since IFTTT is notified proactively of new trigger events, realtime Applets normally run within a few seconds of a trigger event occurring.
This trigger fires every time an email newly matches your Gmail search, whether it just arrived or just changed to match.
New label
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires once every time a new label is created in your Gmail account. New labels are typically detected within an hour.
New sales invoice
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new sales invoice is created in the organisation you select.
New sent email
Realtime trigger
Realtime Applets run after the trigger service notifies IFTTT of a new trigger event. Since IFTTT is notified proactively of new trigger events, realtime Applets normally run within a few seconds of a trigger event occurring.
This trigger fires every time you send an email from your Gmail account, typically within a few minutes of the send. This includes emails your Applets send.
Find email
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the most recent emails matching your Gmail search, newest first.
Get attachment by filename
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns an attachment from a specific Gmail message, located by its filename, as links to a temporary copy of the file that IFTTT hosts and removes automatically, along with the attachment's details.
Get cash balance
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the current balance of the bank account you select in the organisation you select.
Get conversation
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the messages in a Gmail conversation, looked up by its thread id: one result per message, oldest first, each carrying the message's full content alongside the conversation's participants and message count.
Look up an invoice
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the details of the sales invoice whose number you specify.
Add label to email
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will add the label you choose to a specific email message in your Gmail account.
Archive email
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will archive a specific email message, removing it from your inbox without deleting it. The message remains in All Mail and stays searchable.
Create a bill
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a bill payable to the contact you specify in the organisation you select. The contact is created in Xero if it doesn't already exist.
Create a draft
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will save a new email as a draft in your Gmail account without sending it. The draft waits in your Drafts folder until you open Gmail and send it yourself.
Create a draft reply
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will save a draft reply to a specific email in your Gmail account, kept in the original conversation. The draft waits in your Drafts folder until you send it yourself.
Create a sales invoice
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a sales invoice for the contact you specify in the organisation you select. The contact is created in Xero if it doesn't already exist.
Create label
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new label in your Gmail account.
Create or update a contact
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a contact, or update the matching contact, in the organisation you select. The contact name is the match key for updates.
Delete email
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will move a specific email message to Trash in your Gmail account. Messages in Trash can be recovered until Gmail permanently removes them.
Forward email
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will forward an email from your Gmail account, attachments included, to the recipient you specify.
Remove label from conversation
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will remove a label from a Gmail conversation, removing it from every message in the conversation at the time the action runs. Messages added to the conversation later are not affected.
Remove label from email
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will remove the label you choose from a specific email message in your Gmail account. The message keeps its other labels and stays in your mailbox.
Add label to email
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will add the label you choose to a specific email message in your Gmail account.
Archive email
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will archive a specific email message, removing it from your inbox without deleting it. The message remains in All Mail and stays searchable.
Bill due soon
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a bill is due within the number of days you specify in the organisation you select.
Button press
Realtime trigger
Realtime Applets run after the trigger service notifies IFTTT of a new trigger event. Since IFTTT is notified proactively of new trigger events, realtime Applets normally run within a few seconds of a trigger event occurring.
This trigger fires every time you press the button.
Create a bill
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a bill payable to the contact you specify in the organisation you select. The contact is created in Xero if it doesn't already exist.
Create a draft
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will save a new email as a draft in your Gmail account without sending it. The draft waits in your Drafts folder until you open Gmail and send it yourself.
Create a draft reply
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will save a draft reply to a specific email in your Gmail account, kept in the original conversation. The draft waits in your Drafts folder until you send it yourself.
Create a sales invoice
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a sales invoice for the contact you specify in the organisation you select. The contact is created in Xero if it doesn't already exist.
Create label
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new label in your Gmail account.
Create or update a contact
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a contact, or update the matching contact, in the organisation you select. The contact name is the match key for updates.
Delete email
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will move a specific email message to Trash in your Gmail account. Messages in Trash can be recovered until Gmail permanently removes them.
Find email
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the most recent emails matching your Gmail search, newest first.
Build an automation in seconds!
If
Select a trigger the automation will use
Bill due soon
Button press
Invoice overdue
Invoice paid
New attachment
New contact
New conversation
New email
New email matching search
New label
New sales invoice
New sent email
New starred email
Then
Select an action the automation will perform
Add label to email
Archive email
Create a bill
Create a draft
Create a draft reply
Create a sales invoice
Create label
Create or update a contact
Delete email
Forward email
Remove label from conversation
Remove label from email
Reply to email
Send an email
Send yourself an email
You can add delays, queries, and more actions in the chat.
More on these services
About Gmail
Gmail and IFTTT connect your inbox to 1000+ other apps and devices to automate routine email management tasks. Keep your inbox organized, ensure timely follow-up with custom reminders, keep teams informed for urgent messages, or even change your lights if a specific email comes in. Spend less time managing your email with easy-to-use automations.
The use of information received from Google Workspace scopes will adhere to the Google User Data Policy, including the Limited Use requirements.
About Button widget
Make buttons and control other services with a single tap. This service creates widgets that you can use from the home screen of your Android or iOS device.
About Xero
Xero is cloud accounting software for small businesses, bookkeepers, and accountants. It handles invoicing, bills, bank reconciliation, contacts, and financial reporting, keeping your books in sync across the tools you use.