Xero + Quotient Integration

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Popular Xero + Quotient Workflows

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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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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Create Xero sales invoice when Quote is accepted in Quotient

Quotient + Xero Integration

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Create Xero order when Quote is accepted in Quotient

Quotient + Xero Integration

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Contact is created/updated in Xero
Contact (supplier) in Xero
Sales Invoice is created/updated in Xero
Expense claim receipt is created/updated in Xero
Payment is created/updated in Xero
Quote is created/updated in Xero
Account is created/updated in Xero
Item is created/updated in Xero
Purchase Order is created/updated in Xero
Bill is created/updated in Xero
Bank Transfer is created in Xero
Journal is created in Xero
Bank Transaction is created/updated in Xero
User is created/updated in Xero
Quote is accepted in Quotient Instant
Quote is declined in Quotient Instant
New quote is sent in Quotient Instant
Customer asks a new question in Quotient Instant
Customer views a quote in Quotient Instant

Add attachment to invoice in Xero
Get online invoice URL in Xero
Update invoice items in Xero
Create item code in Xero
Add attachment to purchase order in Xero
Add attachment to contact in Xero
Create task in Xero
Create project in Xero
Create sales invoice in Xero
Create sales invoice for existing contact in Xero
Search sales invoice in Xero
Get sales invoice by id in Xero
Create contact in Xero
Search contact by email address in Xero
Search contact by name in Xero
Update contact in Xero
Search contact by account number in Xero
Create payment in Xero
Create quote in Xero
Create bill in Xero
Create purchase order in Xero
Add items to existing sales invoice in Xero
Send sales invoice by email in Xero
Search item in Xero
Create bank transfer in Xero
Create credit note in Xero
Create bank transaction in Xero
Search account in Xero

3x-10x Less Expensive Than Zapier

Zapier

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate Xero & Quotient In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Xero & Quotient with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Xero & Quotient With 1100+ Other Apps

Xero lets you do your books from anywhere - on the go, at home or in a store. It's easy to track and manage your business finances with critical accounting features that automatically update so you always know where you stand.

See Xero Integrations

Quotient is a revolutionary online quoting tool that allows you to show your customers all the options they need with just one click. It's simple, intuitive and helps you win more business with better quotes.

See Quotient Integrations