Create tasks in Wello Solutions from new accepted quotes in Xero
After quotes move to the status accepted, you want to start to set up the service for that new company. To do so, what's better than having a direct connection between that status and your Wello Solutions Task module. This integration will help you to have a consistent follow-up between your Sales and Service process.
After quotes move to the status accepted, you want to start to set up the service for that new company. To do so, what's better than having a direct connection between that status and your Wello Solutions Task module. This integration will help you to have a consistent follow-up between your Sales and Service process.
- When this happens...New Quote
Triggers when a new quote is created.
- automatically do this!Create or Update Task
Create or update a task within Odyssee Field Service. The task can be created for any company/account linked with a contact.
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