Quotient + Xero
Create new Xero purchase orders for accepted Quotient quotes
When a quote is accepted in the Quotient platform, expedite the purchase order creation process in Xero with this streamlined workflow. No additional steps needed from you - it directly creates a purchase order after accepting a quote. This quick and efficient automation reduces manual intervention and speeds up your overall quote-to-order process, aiding in effective business management.
When a quote is accepted in the Quotient platform, expedite the purchase order creation process in Xero with this streamlined workflow. No additional steps needed from you - it directly creates a purchase order after accepting a quote. This quick and efficient automation reduces manual intervention and speeds up your overall quote-to-order process, aiding in effective business management.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Purchase Order
Triggers when a new purchase order is created or enters a status for the first time.
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Quote Accepted
Triggers when a Quote is Accepted.
Try ItQuote Declined
Triggers when a Quote is Declined.
Try ItQuote Sent
Triggers when a New Quote is first Sent.
Try ItEmailRequired
First NameRequired
Last Name
Company
Phone
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
Quote Completed
Triggers when a Quote is Completed.
Try ItCustomer Asked Question
Triggers when a Customer asks a New Question.
Try ItCustomer Viewed Quote
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Try ItSubjectRequired
MessageRequired
EmailRequired
First NameRequired
Last Name
Company
Phone
Notes
Potential Value ($)
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
