QuoteCloud --> Xero integrations

Integrate QuoteCloud and Xero using Zapier

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Explore Xero and QuoteCloud

 

~ Ways to integrate QuoteCloud with Xero 

Sync you Xero contacts

as they are created directly

into QuoteCloud

Update a custom proposal field

when an invoice has been sent

Create a sales invoice

in Xero when a quote or

proposal is accepted

Update a contact when an

associated proposal 

changes state

 

Making your first ZAP !

Make your own zaps

 Actions

 Triggers

 Searches

Crate New Contact

Create a new contact in QuoteCloud which can be used dynamically from the create proposal wizard

Proposal Approved

Triggers when a proposal is approved by your end customer

Coming Soon

We don't have any searches just yet but check back soon as we have some in the pipeline !

Add Product

Add a product to your product library

Proposal Created

Triggers when a proposal is created in QuoteCloud

 
 

Proposal Lost

Triggers when a proposal changes to a Lost status

 
 

Proposal Read

Triggers when a proposal is read by your end customer

 
 

Proposal Sent

Triggers when a proposal is sent by your sales team

 
 

Proposal Closed

Triggers when a proposal changes to a Closed status

 

 

Want to know more about QuoteCloud and it's integration options, contact us here 

 

Making your first QuoteCloud ZAP ! 

1. Choose QuoteCloud as the trigger system for you ZAP. In the next step you will have to choose the type of trigger you want to setup. Here we've selected "Proposal Sent"

2. Linking accounts is super simple but important ! You need to ensure we're connecting to the right account by supplying the appropriate credentials for your source system. When you connect accounts the pop-up will show you clearly what details are required, it's usually your login credentials or an API ID / Key.
3. Testing this step will ensure your connection to QuoteCloud and your account is all good. It will also perform a test run of retreiving a data object of the type required, a proposal has been sent, in this case. This will ensure before progressing, everything checks out.

4. Next chosse the destination system where the action is going to be executed, using the incoming data from your trigger. Choose Xero here !

Next you can choose the type of action you want to perform and connect up your Xero account as we did previously.

5.  The "Edit Template" step is the all important mapping of fields exercise. Here you can map the source field to the destination field. It's really quite simple but you can get tricky using some of the more advanced logic Zapier offers. You can also perform multi-step ZAPs allowing you to transform the data along the way or some other funky requirement.