Xero + Zoho Invoice
Create new Xero quote drafts from new Zoho Invoice estimates
Easily manage your business finances with this efficient workflow. When a new estimate is added in Zoho Invoice, a draft quote will be immediately created in Xero. This automation simplifies your accounting process, saving you valuable time and minimizing the chances of error. Stay organized and on top of your finance game by directly translating estimates into actionable quotes.
Easily manage your business finances with this efficient workflow. When a new estimate is added in Zoho Invoice, a draft quote will be immediately created in Xero. This automation simplifies your accounting process, saving you valuable time and minimizing the chances of error. Stay organized and on top of your finance game by directly translating estimates into actionable quotes.
- When this happens...
New EstimateTriggers when a New Estimate is Created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create New Quote DraftCreates a new quote draft.
ActionWriteCreate a new record or update an existing record in your app.
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Organization
ContactRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganization
ContactRequired
Salutation
First Name
Last Name
Email
Phone
Mobile
Skype
Designation
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Credit Note Number
Customer NameRequired
Reason
Credit Note DateRequired
NameRequired
RateRequired
QuantityRequired
Discount
Description
Discount Type
Discount
Exchange Rate
Notes
Terms
Shipping Charge
Invoice Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Estimate Number
Customer NameRequired
Estimate Date
Expiry Date
NameRequired
RateRequired
QuantityRequired
Discount
Description
Discount Type
Discount
Exchange Rate
Estimate Notes
Estimate Terms
Shipping Charge
Send Invoice Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Item NameRequired
RateRequired
Item Description
SKU
Unit
Is Taxable
Tax Exemption
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer IDRequired
Contact Name
Contact Type
Company Name
Website
Payment Terms
Notes
Language
Billing Address
Billing Address Street
Billing Address City
Billing Address State
Billing Address ZIP
Billing Address Country
Billing Address Fax
Billing Address Phone
Shipping Address
Shipping Address Street
Shipping Address City
Shipping Address State
Shipping Address ZIP
Shipping Country
Shipping Address Fax
Shipping Address Phone
Contact Person Phone Number
Salutation
First Name
Last Name
EmailID
Mobile
Phone
Primary Contact
Currency
GST Treatment
GSTIN or UIN
Place of Contact
Tax Preference
Vat Treatment
TRN Number
Tax Treatment
Tax Exempt Code
Tax Authority Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Invoice Number
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Days OverdueRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTrigger Info
OrganizationRequired
PayRun Status
PayRun Period Start Date
PayRun Period End Date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Purchase Order Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Status
Change
Contact
Trigger Preference
Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Item CodeRequired
NameRequired
Description
Is SoldRequired
Sales Unit Price
Sales Account
Sales Tax Type
Is PurchasedRequired
Purchase Description
Purchase Unit Price
Purchase Account
Purchase Tax Type
Is TrackedRequired
Inventory Asset Account
Cost of Goods Sold Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Transaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Account Number
Sales Default Account Code
Purchases Default Account Code
Contact Requirements
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
Contact Number
Company Number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Date
Expiry
Quote Number
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Warning Message
Credit Note IDRequired
Allocation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrganizationRequired
First NameRequired
Middle Names
Last NameRequired
Date of BirthRequired
Title
EmailRequired
Gender
Phone Number
Mobile Number
Twitter Username
Job Title
Classification
Termination Date
Termination Reason
Income Type
Employment Type
Status
Copy Employment
Employment Basis
Start Date
Payroll Calendar
Employee Group Name
Is Authorised to Approve Leave
Is Authorised to Approve Timesheets
Super Fund
Employee Number
Copy Tax Declaration
Tax File Number
TFN Exemption Type
Residency Status
Tax Scale Type
Tax Offset Estimated Amount
Upward Variation Tax Withholding Amount
Approved Withholding Variation Percentage
Copy Bank Account
Statement Text
Account Name
BSB Number
Account Number
Remainder
Copy Address
Address Line 1
Address Line 2
City/Suburb
State/Region
Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Reference
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Document Type
Document ID or NumberRequired
Paid ToRequired
Date
Currency Rate
AmountRequired
Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact (supplier)Required
Date
Delivery Date
Order Number
Reference
Theme
Currency
Tax Type
Delivery Address
Attention
Telephone
Delivery Instructions
Attachments
Purchase Order Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrganizationRequired
EmployeeRequired
First NameRequired
Middle Names
Last NameRequired
Date of BirthRequired
Title
EmailRequired
Gender
Phone Number
Mobile Number
Twitter Username
Job Title
Classification
Termination Date
Termination Reason
Income Type
Employment Type
Status
Copy Employment
Employment Basis
Start Date
Payroll Calendar
Employee Group Name
Is Authorised to Approve Leave
Is Authorised to Approve Timesheets
Super Fund
Employee Number
Copy Tax Declaration
Tax File Number
TFN Exemption Type
Residency Status
Tax Scale Type
Tax Offset Estimated Amount
Upward Variation Tax Withholding Amount
Approved Withholding Variation Percentage
Copy Bank Account
Statement Text
Account Name
BSB Number
Account Number
Remainder
Copy Address
Address Line 1
Address Line 2
City/Suburb
State/Region
Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Quote IDRequired
Quote Number
Status
ContactRequired
Date
Expiry
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Resource typeRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Contact NameRequired
Account Number
Sales Default Account Code
Purchases Default Account Code
Contact Requirements
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
Contact Number
Company Number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Customer NameRequired
Invoice NumberRequired
Payment ModeRequired
AmountRequired
Description
Reference Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Contact Type
Company Name
Website
Payment Terms
Notes
Language
Billing Address
Billing Address Street
Billing Address City
Billing Address State
Billing Address ZIP
Billing Address Country
Billing Address Fax
Billing Address Phone
Shipping Address
Shipping Address Street
Shipping Address City
Shipping Address State
Shipping Address ZIP
Shipping Country
Shipping Address Fax
Shipping Address Phone
Salutation
First Name
Last Name
EmailID
Mobile
Phone
Primary Contact
Currency
GST Treatment
GSTIN or UIN
Place of Contact
Tax Preference
Vat Treatment
TRN Number
Tax Treatment
Tax Exempt Code
Tax Authority Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer Name
Customer ID
Invoice Number
Invoice Date
Due Date
Order Number
Payment Terms
Line Item NameRequired
Line Item RateRequired
Line Item QuantityRequired
Line Item Description
Line Item Discount
Tax Rate
Exchange Rate
Discount
Discount Before Tax
Discount Type
Notes
Terms
Allow Partial Payments
Shipping Charge
Adjustments
Adjustment Description
Salesperson Name
Tax Inclusive
Payment Gateway
Paypal Payment Method
Send Invoice Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Retainer Invoice Number
Customer NameRequired
Retainer Invoice DateRequired
DescriptionRequired
RateRequired
Retainer Invoice Notes
Retainer Invoice Terms
Send Retainer Invoice Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer NameRequired
Invoice NumberRequired
Invoice Date
Due Date
Order Number
Payment Terms
Line Item NameRequired
Line Item RateRequired
Line Item QuantityRequired
Line Item Description
Line Item Discount
Tax Rate
HSN or SAC
Exchange Rate
Discount
Discount Before Tax
Discount Type
Notes
ReasonRequired
Terms
Allow Partial Payments
Shipping Charge
Adjustments
Adjustment Description
Salesperson Name
Tax Inclusive
Send Invoice Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Status
Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Report TypeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Project State
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Quote Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Invoice IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Credit Note IDRequired
Invoice IDRequired
AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
From AccountRequired
To AccountRequired
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
CodeRequired
NameRequired
TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
TypeRequired
ContactRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Contact Account Number
Primary Person - First Name
Primary Person - Last Name
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Contact Address Type
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Contact Tax Number
Bank Account Number
Contact Number
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Number
Reference
Sent To Contact
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Discount %
Discount Amount
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Project NameRequired
Deadline for the project
Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Repeated Invoice Schedule
Invoice Creation: Frequency TypeRequired
Invoice Creation: Frequency (Period)Required
Due Date Type: Payment TermsRequired
Set Due Dates (Days)Required
Start Date: Required
End Date
StatusRequired
Currency
Branding Theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Purchase OrderRequired
Contact
Update Method for Line Items
Date
Delivery Date
Line Amount Types
Purchase Order Number
Reference
Branding Theme
Currency
Status
Sent to Contact
Delivery Address
Attention To
Telephone
Delivery Instructions
Expected Arrival Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrganizationRequired
Invoice IdRequired
Contact
Status
Date
Due Date
Expected Payment Date
Reference
Branding Theme
Url
Currency
Sent To Contact
Attachments
Invoice Number
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Invoice IDRequired
Include PDF File
Include Online Invoice URL
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Contact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Include Online Invoice URL
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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