Aident Loadout を通じて Xero Tools の Xero Create Quote を使用します。実行前に入力、出力、設定、料金、リスクを確認できます。
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.
DatestringQuote date in YYYY-MM-DD format. Defaults to current date if not specified.
TermsstringTerms and conditions for the quote.
TitlestringTitle of the quote.
StatusstringStatus values for a quote.
SummarystringSummary description of the quote.
ContactIDstringXero Contact ID (UUID). At least one of contact_id or contact_name must be provided.
LineItems必須arrayList of line items for the quote. At least one line item is required.
ReferencestringAdditional reference or purchase order number.
tenant_idstringXero 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.
ExpiryDatestringQuote expiry date in YYYY-MM-DD format.
ContactNamestringContact name. At least one of contact_id or contact_name must be provided.
QuoteNumberstringUnique quote number (auto-generated if not provided). Max 255 characters.
data必須Data from the action execution
errorstringError if any occurred during the execution of the action
successful必須booleanWhether or not the action execution was successful or not
OAuth 接続。リスクレベル 2/5。
無料 Action
この Action を明示的に参照する公開 Skills はまだありません。