New Quote Created Create Bill
Polls the SalesBuildr API to detect newly created quotes since the last run.
SalesBuildr New Quote Created to Xero Create Bank Transaction
How this workflow works
Step 1
New Quote Created•SalesBuildr
Polls the SalesBuildr API to detect newly created quotes since the last run.
Step 2
Create Bank Transaction•Xero
Creates a new bank transaction (Spend, Receive, Prepayment, Overpayment) in Xero.
New Quote Created
SalesBuildr
Create Bank Transaction
Xero
Connect SalesBuildr + Xero to Automate these Workflows
New Quote Created Create Bank Transfer
Polls the SalesBuildr API to detect newly created quotes since the last run.
New Quote Created Create Bank Transaction
Polls the SalesBuildr API to detect newly created quotes since the last run.
New Quote Created Create Credit Note
Polls the SalesBuildr API to detect newly created quotes since the last run.
New Quote Created Update Credit Note Allocation
Polls the SalesBuildr API to detect newly created quotes since the last run.
New Quote Created Create Payment
Polls the SalesBuildr API to detect newly created quotes since the last run.
New Quote Created Delete Payment
Polls the SalesBuildr API to detect newly created quotes since the last run.
New Quote Created Create Contact
Polls the SalesBuildr API to detect newly created quotes since the last run.
New Quote Created Update Contact
Polls the SalesBuildr API to detect newly created quotes since the last run.