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AppsXero ToolsXero Create Quote
Xero Tools

Xero Create Quote

Create a new sales quote in Xero for a customer or prospect. Quotes can be sent to contacts for approval and later converted to invoices. Use this action when you need to create a formal price proposal or quotation for goods or services before issuing an invoice.

Write actionRisk level 2 of 5OAuth connection
Use Xero Create Quote

Pricing and limits

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Pricing
Free
Unified payment
Not currently supported

Inputs

  • Datestring
    Quote date in YYYY-MM-DD format. Defaults to current date if not specified.
  • Termsstring
    Terms and conditions for the quote.
  • Titlestring
    Title of the quote.
  • Statusstring
    Status values for a quote.
  • Summarystring
    Summary description of the quote.
  • ContactIDstring
    Xero Contact ID (UUID). At least one of contact_id or contact_name must be provided.
  • LineItemsarray
    Required
    List of line items for the quote. At least one line item is required.
  • Referencestring
    Additional reference or purchase order number.
  • tenant_idstring
    Xero tenant/organization ID. If not provided, uses the first connected tenant. In multi-org setups, pass the same tenant_id consistently across all Xero tool calls.
  • ExpiryDatestring
    Quote expiry date in YYYY-MM-DD format.
  • ContactNamestring
    Contact name. At least one of contact_id or contact_name must be provided.
  • QuoteNumberstring
    Unique quote number (auto-generated if not provided). Max 255 characters.

Observable output

  • data
    Required
    Data from the action execution
  • errorstring
    Error if any occurred during the execution of the action
  • successfulboolean
    Required
    Whether or not the action execution was successful or not

Skills that use this Action

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Skills that use this Action

No published Skills explicitly reference this Action yet.