QuoteMachine + Xero
Create sales invoices in Xero for new won quotes in QuoteMachine
This workflow helps streamline your financial processes. When a quote is finalized in QuoteMachine, it instantly generates a sales invoice in Xero. This eliminates the need for manual data entry, ensuring swift and precise billing for every successful quote. Transform your quote-to-cash cycle with this simple and efficient workflow.
This workflow helps streamline your financial processes. When a quote is finalized in QuoteMachine, it instantly generates a sales invoice in Xero. This eliminates the need for manual data entry, ensuring swift and precise billing for every successful quote. Transform your quote-to-cash cycle with this simple and efficient workflow.
- When this happens...Won Quote
Triggers when a quote is won.
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
- Free forever for core features
- 14 day trial for premium features & apps
Contact Created
Triggers when an contact is created.
Try ItContact Updated
Triggers when an contact is updated.
Try ItInvoice Payment Transaction Updated
Triggers when an invoice is updated (received and then captured or declined).
Try ItOrder Payment Transaction Updated
Triggers when an order deposit is updated (received and then captured or declined).
Try It
