Sales and quotes
Quote validated in Filmo → send it to Xero
When a quote is validated in Filmo, sends its active version to Xero with its customer and lines grouped by tax, and links it. Repeating the action does not create a duplicate; drafts are not sent.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Category | Sales and quotes |
| Starts with | Quote changes status |
| Integrations used | Xero |
| Steps | 1 |
The template builds these steps; open each one to see how it is configured.
| # | Step | Description | Branch |
|---|---|---|---|
| 1 | Send quote to Xero | Send the active version of the quote to Xero |
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