Connect WeQuote and Xero to unlock the power of automation

Adding the products to the quote in Wequote

Create a new Quote by duplicating and existing Quote.

Creates a Customer on WeQuote using the supplier information.

Creates a Quote on your account using the supplied Customer.

Create an Area or Area Group for a quote on WeQuote

Retrieve a list of quote lines from WeQuote using the Quote's ID.

Find a customer with their account number

Retrieve area group from WeQuote using the ID and description.

Fetch the purchase order details by passing the po number

Find a Quote with either the quote number or description.

Fetch the supplier details by passing the name

Retrieve a customer from WeQuote using the customer's ID.

Retrieve the product based on the SKU

Retrieve area or area group from WeQuote using the ID.

Find a customer with their account number

Find a Quote with either the quote number or description.

Triggers when you add a new bill. (Accounts Payable).

Triggers when a new credit note is created.

Triggers when you run or refresh one of the selected Xero report types (Balance Sheet, Profit & Loss, etc.).

Triggers when you receive a new payment.

Triggers when a new project is created. May not trigger if there are more than 500 projects.

Triggers when a new quote is created.

Triggers when a new Sales Invoice (Accounts Receivable) is created.

Triggers when a new employee is updated (Exclusively for Australian Instances).

Triggers when a quote is created or updated.

Add a note which will appear in the invoice history.

Allocates a credit note to an invoice.

Transfers money between two bank accounts.

Creates a new account.

Creates a new credit note for a contact.

Send Sales Invoice by Email

Creates an inventory item.

Creates a new sales invoice (Accounts Receivable).

Creates a new project for a contact.

Creates a template that generates regular invoices.

Updates an existing Purchase Order.

Updates existing sales invoice (Accounts Receivable).

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a credit note by number or reference and retrieves its PDF.

Find a specific invoice using its unique Invoice ID.

Finds quotes by contact ID.

Finds an invoice by number or reference.

Finds a payment by ID or reference.

Finds or creates an item.

Add a contact to a customer on WeQuote

Change the status of the Purchase Order in Wequote

Create a blank PO on the WeQuote

Create a Custom PO Line on WeQuote

Create a revision of a sent quote

Retrieve a quote from WeQuote using the Quote's ID.

Create an Area or Area Group for a quote on WeQuote

Retrieve area from a quote using the quote ID and description.

Find a customer contact using the customer's ID

Fetch the project details based on the project number and description

Retrieve subsystems from WeQuote description.

Get a contact from a WeQuote ID

Fetch the purchase order details by passing the id

Fetch the project details by passing the project id

Fetch the supplier details by passing the id

Find a customer contact using the customer's ID

Triggers when a new bank transaction is created.

Triggers when you add a new contact.

Triggers when a new employee is created (Exclusively for Australian Instances).

Triggers when a sales invoice is overdue by a specified number of days.

Triggers when a new payslip is created.

Triggers when a new purchase order is created or enters a status for the first time.

Triggers when a payment is reconciled for the first time.

Triggers when a contact is created or updated.

Triggers when a Sales Invoice is updated.

Adds line items to an existing sales invoice.

Creates or updates one or more stock items.

Creates a new Spend/Receive Money bank transaction.

Creates a new contact or updates a contact if a contact already exists.

Creates a new quote draft.

Deletes a credit note allocation on an invoice.

Creates an employee in Xero. (Exclusively for Australian Instances)

Creates a new bill (Accounts Payable).

Applies a payment to an invoice.

Creates a new purchase order for a contact.

Updates an existing employee in Xero. (Exclusively for Australian Instances)