ConnectWise Manage + Xero
Create new Xero quote drafts for new or updated ConnectWise Manage projects
Seamlessly manage your projects and quotes with this efficient workflow. When a new or updated project is detected in ConnectWise Manage, a draft quote is immediately created in Xero, ensuring your team can quickly send accurate pricing information to clients. Streamline your project and quote management process, saving time and increasing productivity.
Seamlessly manage your projects and quotes with this efficient workflow. When a new or updated project is detected in ConnectWise Manage, a draft quote is immediately created in Xero, ensuring your team can quickly send accurate pricing information to clients. Streamline your project and quote management process, saving time and increasing productivity.
- When this happens...New/Updated Project
Triggers when a project is created or updated.
- automatically do this!Create New Quote Draft
Creates a new quote draft.
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New, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try ItNew, Updated or Both
Service Board Filter
Specific Service Ticket Filter
Project Filter
Try ItCompany NameRequired
IdentifierRequired
TypeRequired
StatusRequired
Site NameRequired
Address 1
Address 2
City
State
Zip Code
Country Name
Phone Number
Website
Market
Source
Number of Employees
Territory
SummaryRequired
CompanyRequired
Record TypeRequired
Priority
New, Updated or Both
Board Filter
Project Filter
Try ItNew Territory
Triggers when a new territory is created.
Try ItFirst NameRequired
Last NameRequired
Title
Email
Default Email
Phone Number
Default Phone
Phone Type
Type
Company
Primary Contact
Relationship
Department
Address 1
Address 2
City
State
Zip Code
Country Name
Ticket TypeRequired
TextRequired
Detail Description
Internal Analysis
Resolution
