WeQuote + Xero Integrations

Triggers when a Customer is created

Triggers when a invoice is created

Triggers when an Invoice status is changed (Please allow up to 1 minute for changes to be sent to Zapier).

List secondary companies added to your WeQuote account

List all areas in a quote

List all areas and area groups in a quote

Add a contact to a customer on WeQuote

Add Documents to Project

Add Notes to Project

Adding the products to the quote in Wequote

Change the status of the Purchase Order in Wequote

Create a new Quote by duplicating and existing Quote.

Triggers when a new bank transaction is created.

Triggers when you add a new bill. (Accounts Payable).

Triggers when you add a new contact.

Triggers when a new credit note is created.

Triggers when a new employee is created (Exclusively for Australian Instances).

Triggers when you run or refresh one of the selected Xero report types (Balance Sheet, Profit & Loss, etc.).

Adds line items to an existing sales invoice.

Add a note which will appear in the invoice history.

Creates or updates one or more stock items.

Allocates a credit note to an invoice.

Creates a new Spend/Receive Money bank transaction.

Transfers money between two bank accounts.