Skip to main content
Best answer

XERO Quotation


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!

Best answer by nicksimard

@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 :)

View original
Did this topic help you find an answer to your question?
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

nicksimard
Forum|alt.badge.img+11
  • Zapier Staff
  • 2115 replies
  • April 10, 2020

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. 
 


  • New
  • 1 reply
  • June 5, 2020

Also looking for this feature.


nicksimard
Forum|alt.badge.img+11
  • Zapier Staff
  • 2115 replies
  • Answer
  • June 8, 2020

@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 :)