Best answer

XERO Quotation

  • 8 April 2020
  • 3 replies
  • 266 views

Hi

I am trying to automate Pipedrive and XERO. The end goal is to automate quotation creating process in XERO. Like a zap to automatically create a quote when a filter triggers in Pipedrive. Unfortunately, I am unable to create a zap for creating a XERO quote.

Suggestions invited!

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Best answer by nicksimard 8 June 2020, 21:51

@lmorum it looks like this was actually added about 3 weeks ago:

 

@Spk if you hadn’t been notified of this, I wanted to make you aware as well :)

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3 replies

Userlevel 7
Badge +10

Hi there!

As you’ve noted, the Xero integration does not have a Create Quote action. It's something other users have asked for so I've gone ahead and added your vote for this feature request. 

Sorry that your desired workflow won’t be possible right now, but if that action gets added to Xero, you’ll be notified via email. 
 

Also looking for this feature.

Userlevel 7
Badge +10

@lmorum it looks like this was actually added about 3 weeks ago:

 

@Spk if you hadn’t been notified of this, I wanted to make you aware as well :)