SmartSuite + Xero

Create records in SmartSuite for every new quote in Xero

When a new quote is prepared in Xero, keep your records updated effortlessly with this workflow. As soon as you prepare a quote in Xero, a corresponding record is created in SmartSuite. It's an efficient way to ensure you manage your business data accurately and quickly, eliminating the chances of human error or delay. Stay organized and streamline your record-keeping process with this simple automation.

When a new quote is prepared in Xero, keep your records updated effortlessly with this workflow. As soon as you prepare a quote in Xero, a corresponding record is created in SmartSuite. It's an efficient way to ensure you manage your business data accurately and quickly, eliminating the chances of human error or delay. Stay organized and streamline your record-keeping process with this simple automation.

  1. When this happens...
    XeroXero
    New Quote

    Triggers when a new quote is created.

    TriggerScheduled
  2. automatically do this!
    SmartSuiteSmartSuite
    Create Record

    Triggers when new record is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
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    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
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About SmartSuite

SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.
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Related categories

  • Productivity
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xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
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Related categories

  • Accounting

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