xero
Send quote to Xero
Sends the confirmed and validated Filmo quote to Xero only once: uses the link, adopts the quote already bearing its number, or creates it with the contact and taxes from the connection, checks that Xero calculates the same total, and marks it as sent. Xero does not send notifications for quotes, so changes made there do not return to Filmo.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Domain | xero |
| Runs as | The owner of the workflow, with their permissions |
| Permission | Edit access to Sales. Administrators always pass; a module outside the plan blocks everyone. |
| Needs an accounting provider | Xero |
| Destructive | Not declared |
Inputs
quoteIdstringRequired
Outputs
quoteIdstring
xeroQuoteIdstring
quoteNumberstring
statusstring
totalnumber
currencyCodestring
outcomeenum<string>
Available options: linked, adopted, created
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