1.Detect sent quote status updates
Integrate Xero, accounting tools, and quote data fields to capture the sent quote payload to power record matching.
Update project record with sent quote number for billing
Automatically monitor new and updated quotes sent in Xero and Zapier Tables for billing tracking. Create and update project rows when quote status updates to sent, so you can sync quote numbers, flag unmatched quotes, and cut manual review without paperwork.
How this automation updates billing tracking
When quotes marked sent in Xero stay disconnected from project records, billing staff waste time reconciling quote numbers. This automation finds the matching project in Zapier Tables and updates it with the sent quote number, so your team can keep billing tracking accurate and current.
Xeroor swap with your favorite app
2.Find matching project by reference
Integrate Zapier Tables, project reference fields, and data lookup tools to find the exact project row to match quote references.
Zapier Tablesor swap with your favorite app
3.Update project with sent quote number
Integrate Zapier Tables and record mapping tools to update quote number fields and log unmatched quotes for review.
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Explore all quote management automations
Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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