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.
Neil Syrett
shared this idea
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Marilyn Burnet commented
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IT Dept commented
This is a super fundamental feature most companies would expect from leading brands. Shame we can't have it at 2023
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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.
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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.