We’ve managed to successfully create a Sales Invoice in Xero, triggered by a deal moving stages in Pipedrive.
However, we want to create a ‘Draft Quote’ in Xero, as distinct from a Sales Invoice. We want to do this as there is additional fields in the draft quote which we want to populate from Pipedrive, and these fields aren’t available to populate when creating a Sales Invoice.
We used the exact same zap settings that successfully created the Sales Invoice, and tried to create a draft quote, but always got an error message.
Any input or help with this?
