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.
- When this happens...New Quote
Triggers when a new quote is created.
- automatically do this!Create Record
Triggers when new record is created.
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