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Question

Xero to send SMS alert when quote is sent

  • 1 December 2021
  • 2 replies
  • 29 views
A
  • Anonymous
  • 0 replies

Hi,

I'm trying to create a Zap between Xero and ClickSend so that when a quote is sent via Xero it automatically send an SMS alert to the customer with the link to the quote.  I know this is possible when a new quote is crested, but the action doesn't exist for when a quote is sent.  

Am I trying something which is not possible? If so, can Zapier add custom actions for us if we ask nicely? :-)

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @BradE 

Not sure this is going to be possible since there is no Xero Webhook event for Quote updated: https://developer.xero.com/documentation/guides/webhooks/overview/#what-are-webhooks

FYI: App webhooks can be used with the Webhooks app Zap as a trigger step: https://zapier.com/apps/webhook/integrations#triggers-and-actions

These Xero Events are available:

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
L
Userlevel 1

might be longwinded but could you send each estimate to the client and a phantom email account of yours. Then run a Zap from that inbox to send an SMS…. Would depend on the fields you have but that what my mind has come up with!

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