Call a webhook when a Quote is accepted
When a quote is accepted by a customer, add the option to call a webhook.
This would allow for integration with job tracking software and a secondary call to the quote API (https://xero.uservoice.com/forums/5528-xero-accounting-api/suggestions/7040008-quotes-via-the-api) would allow me to retrieve the relevant information (customer, description, line items etc) in order to generate a job sheet for the accepted quote with all the relevant data for workers to begin the job.
IT Dept commented
This is a super fundamental feature most companies would expect from leading brands. Shame we can't have it at 2023
Mark Spencer commented
We really need this feature to streamline our workflow and customer engagement.
When a customer accepts a Quote, we need a webhook trigger so that we can immediately engage the next element of the workflow. Without this, we are manually checking Xero Quote statuses.
Darren Breeze commented
Yes please, this would remove the need to poll during the life cycle on a quote. Even if the web hook just gave a list of ID's of both Invoices and Quotes, the called system could then figure out what the ID is and retrieve the new status of that quote / invoice.