Quotient + Xero Integration

Integrate Quotient to Xero in one click, or tell Integrately AI how you want each quote handled. Create sales invoices, log contacts, update payments, and alert your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Quotient
    Quote is accepted in Quotient Instant
  • Quotient
    Quote is declined in Quotient Instant
  • Quotient
    New quote is sent in Quotient Instant
  • Quotient
    Customer asks a new question in Quotient Instant
  • Quotient
    Customer views a quote in Quotient Instant
  • Xero
    Contact is created/updated in Xero
  • Xero
    Contact (supplier) in Xero
  • Xero
    Sales Invoice is created/updated in Xero
  • Xero
    Expense claim receipt is created/updated in Xero
  • Xero
    Payment is created/updated in Xero
  • Xero
    Quote is created/updated in Xero
  • Xero
    Account is created/updated in Xero
  • Xero
    Item is created/updated in Xero
  • Xero
    Purchase Order is created/updated in Xero
  • Xero
    Bill is created/updated in Xero
  • Xero
    Bank Transfer is created in Xero
  • Xero
    Bank Transaction is created/updated in Xero
  • Xero
    User is created/updated in Xero
Arrow Right
2.
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create project in Xero
  • Xero
    Create task in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Search item by name in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Create item code in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Create sales invoice in Xero
  • Xero
    Create sales invoice for existing contact in Xero
  • Xero
    Search sales invoice in Xero
  • Xero
    Get sales invoice by id in Xero
  • Xero
    Create contact in Xero
  • Xero
    Search contact by email address in Xero
  • Xero
    Search contact by name in Xero
  • Xero
    Update contact in Xero
  • Xero
    Search contact by account number in Xero
  • Xero
    Create payment in Xero
  • Xero
    Create quote in Xero
  • Xero
    Create bill in Xero
  • Xero
    Create purchase order in Xero
  • Xero
    Add items to existing sales invoice in Xero
  • Xero
    Send sales invoice by email in Xero
  • Xero
    Search item in Xero
  • Xero
    Create bank transfer in Xero
  • Xero
    Create credit note in Xero
  • Xero
    Create bank transaction in Xero
  • Xero
    Search account in Xero

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Ready Workflows Ready Workflows for Quotient + Xero Integration

Create sales invoices from accepted quotes, sync customer contacts, track payments, and update accounting records, all in just one click.

Most popular automationsmost-popular-automations
Quotient + Xero Integration

Create Xero sales invoice from new Quotient quote

If you're using Quotient to create your quote, you'll be happy to know that you can also create sales invoice straight from Xero.

This automation will automatically generate an sales invoice in Xero for you. All of your customer data will be populated into the invoice, so all you need to do is send it off! Easy peasy.
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Quotient + Xero Integration

Create Xero task for new Quotient quote

With this Xero and Quotient integration, it is easier than ever to create quote. Now, when you create a quote in Quotient, a corresponding task will be created in Xero.

This makes it easy for you to keep track of your quote and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Quotient + Xero flow

Send notifications, update CRM records, and track project milestones as soon as your quotes move through Xero. Pick a combination and activate it in one click.

Quotient
Xero
+
HubspotHubspot (6)
+
StripeStripe (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
TrelloTrello (4)
+
Google DriveGoogle Drive (4)
Q
X
H
Create a HubSpot contact for every accepted Quotient quote, and create a sales invoice in Xero.
Accepted Quotient quotes instantly generate a contact in HubSpot and a sales invoice in Xero without manual data entry.
Q
X
H
Create a HubSpot deal when a new Quotient quote is sent, and generate a draft invoice in Xero.
Track newly sent Quotient quotes as open deals in HubSpot while setting up preliminary records in Xero.
Q
X
H
When a Quotient quote is declined, update the matching HubSpot deal and record the status in Xero.
Keep your pipeline accurate by updating HubSpot deals and Xero records when quotes are declined.
Q
X
H
Create a HubSpot task when a customer asks a question in Quotient, and log the inquiry in Xero.
Never miss customer inquiries from Quotient by automatically creating follow-up tasks in HubSpot.
Q
X
H
Use Claude to analyse accepted Quotient quotes, create a sales invoice in Xero, and log notes in HubSpot.
AI analyses quote requirements from Quotient before generating Xero invoices and HubSpot deal notes.
Q
X
H
S
Turn accepted Quotient quotes into Xero sales invoices, create HubSpot deals, and notify your finance team in Slack.
Notify finance in Slack while automatically generating Xero invoices and HubSpot deals from accepted Quotient quotes.

Supported triggers and actions for Quotient and Xero

Mix and match to build the exact automation you need

Quotient
Quotient Triggers & Actions
Instant
Quote is accepted in Quotient
Triggers the automation when any quote is accepted
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Instant
Quote is declined in Quotient
Triggers the automation when a quote is rejected or not accepted
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Instant
New quote is sent in Quotient
Triggers the automation when a new quote is sent
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Instant
Customer asks a new question in Quotient
Triggers the automation when a customer asks a new question
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Instant
Customer views a quote in Quotient
Triggers the automation when a customer views a quote
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No action is available
Xero
Xero Triggers & Actions
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
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Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
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Sales Invoice is created/updated in Xero
Triggers the automation when a sales invoice is created or updated
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Expense claim receipt is created/updated in Xero
Triggers the automation when any expense claim receipt is created or updated
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Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
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Quote is created/updated in Xero
Triggers the automation when a quote is created or updated
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Account is created/updated in Xero
Triggers the automation when an account is created or updated
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Item is created/updated in Xero
Triggers the automation when an item is created or updated
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Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
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Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
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Bank Transfer is created in Xero
Triggers the automation when a bank transfer occurs
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Bank Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
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User is created/updated in Xero
Triggers the automation when a user is created or updated
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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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Create project in Xero
Creates a new project
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Create task in Xero
Creates a new task
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Add attachment to contact in Xero
Attach files or documents to contact profiles
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Search item by name in Xero
Locates and retrieves particular item information
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Get online invoice URL in Xero
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Update invoice items in Xero
Updates the items in an invoice
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Create item code in Xero
Generates new unique item code
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Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
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Create sales invoice in Xero
Generates a new sales invoice with pre-filled details
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Create sales invoice for existing contact in Xero
Generates a new sales invoice for an existing contact
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Search sales invoice in Xero
Searches for a sales invoice
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Get sales invoice by id in Xero
Retrieves a sales invoice using the unique invoice id
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Create contact in Xero
Adds a new contact to the database
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Search contact by email address in Xero
Finds and retrieves contact information using their email address
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Search contact by name in Xero
Finds information about a contact using the name
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Update contact in Xero
Updates contact information with new details
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Search contact by account number in Xero
Retrieves contact information based on the provided account number
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Create payment in Xero
Generates and process a payment transaction
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Create quote in Xero
Generates a new quote with pre-filled information
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Create bill in Xero
Generates a new bill for the customer
Try it โ†’
Create purchase order in Xero
Generates a purchase order for approved requests
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Add items to existing sales invoice in Xero
Adds selected items to an existing sales invoice
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Send sales invoice by email in Xero
Sends a sales invoice by email
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Search item in Xero
Locates and retrieves particular item information
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Create bank transfer in Xero
Initiates a bank transfer
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Create credit note in Xero
Generates a credit note for returned items
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Create bank transaction in Xero
Generates a bank transaction
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Search account in Xero
Searches for account information
Try it โ†’

What can you automate with Quotient + Xero?

Streamline your entire quote-to-cash workflow by connecting Quotient and Xero for seamless data syncing.

What you can automate?
๐Ÿงพ
Generate Xero invoices from accepted Quotient quotes
Automatically convert every accepted proposal in Quotient into a formal sales invoice in Xero without manual copy-pasting. Ensure your accounting books reflect won business instantly.
๐Ÿ“‹
Capture every submitted quote detail
Map all available Quotient quote line items and customer parameters directly into Xero invoices. Your accounting records capture complete transaction details every time.
๐Ÿ””
Alert your team the moment quotes are accepted
Trigger instant team notifications in Slack or email when a customer accepts a quote in Quotient and Xero updates. Keep fulfillment and billing departments synchronized.
๐Ÿ”€
Route invoices based on quote value or client tier
Apply conditional rules to route high-value Quotient quotes to specialized Xero accounts or senior managers. Tailor your accounting workflows to specific deal sizes.
๐Ÿ”„
Keep financial records updated as quotes change
Automatically update existing Xero sales invoices when quote details or pricing are modified in Quotient. Eliminate discrepancies between proposals and billing.
๐Ÿ‘ค
Create or update customer contacts automatically
Search for existing contacts in Xero before creating new ones when quotes are sent in Quotient. Prevent duplicate records and keep your customer database clean.
โŒ
Handle declined quotes and status updates
Automatically update invoice or quote statuses in Xero when a customer declines a proposal in Quotient. Maintain accurate pipeline and financial visibility.
๐Ÿ’ฌ
Extend your quoting flow to team messaging apps
Connect Quotient and Xero to Slack or Gmail to notify stakeholders and clients automatically. Build multi-step workflows that span your entire tech stack.
And much more...

Who is Quotient + Xero integration for?

Connecting Quotient and Xero eliminates manual data entry, keeping financial books and client records synchronized for teams that rely on accurate data.

Finance managers
Finance managers
Sales representatives
Sales representatives
Account managers
Account managers
Sales operations teams
Sales operations teams
Project managers
Project managers
Business owners
Business owners
๐Ÿ“ˆ
Finance managers
You're reviewing financial reports but your accounting ledger only updates when someone manually exports sales records, so the revenue figures you're analyzing are always a few hours behind โ€” this integration means every accepted quote populates Xero instantly and your financial books stay current.
โšก
Sales representatives
You're closing deals in Quotient but your billing team finds out too late to issue invoices promptly, slowing down cash collection โ€” automating both apps means your sales invoice is generated the second a quote is accepted and revenue processing starts immediately.
๐Ÿค
Account managers
You answer to clients who want to see project setups and billing records immediately after signing proposals, but manual handoffs cause delays โ€” connecting these apps means client records and invoices are established simultaneously without friction.
โšก
Sales operations teams
The volume of outgoing proposals is too high for anyone to keep up with by hand, leading to missing invoice entries and bookkeeping discrepancies โ€” automating both apps means every quote event flows directly into Xero without human intervention.
๐Ÿ“‹
Project managers
You own project kickoff and depend on sales representatives to hand over accepted client agreements, but details often get lost in transit โ€” this integration means every accepted quote triggers downstream tasks and accounting setups automatically.
๐Ÿ—‚๏ธ
Business owners
You need a reliable financial history and keep finding gaps between your quoting software and accounting platform due to manual entry errors โ€” automating both apps means every transaction is logged accurately and your audit trail remains complete.
Our team

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Why choose Integrately to automate Quotient + Xero

Build and manage your Quotient + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Quotient + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Quotient to Xero?
Frequently Asked Questions
You can connect Quotient to Xero in 1 click using ready templates on Integrately or ask Integrately AI to build the automation for you. It takes seconds to link your accounts and sync data with Hubspot, Stripe, Gmail, Slack, Trello, and Google Drive.
Can I automatically create Xero invoices when Quotient quotes are accepted?
Frequently Asked Questions
Can I connect Quotient, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Quotient and Xero?
Frequently Asked Questions
How does Quotient handle quote acceptance data during integration?
Frequently Asked Questions
Can Xero contact records update automatically from Quotient quotes?
Frequently Asked Questions
How do I automate Quotient and Xero without coding?
Frequently Asked Questions
Is the Quotient and Xero integration free?
Frequently Asked Questions
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