Download quote file and attached to deal

Questions
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1

What are you trying to achieve?

I’m working on an automation which is working well and searches Xero for duplicate contacts matching the customer in Pipedrive, creates a contact if there isn’t one, then uses said contact to create a quote based on the products in the deal. All this is triggered by a certain stage in Pipedrive. I am at the end of the automation and I’d like to attached the quote to the deal automatically but I can’t seem to be able to do it. Can anyone help?

Steps taken so far

As described above

Screenshots: scenario setup, module configuration, errors

automation.png
automation.png2321×661 101 KB

2

Hey there,

What is the error you are getting on that Xero module exactly?

3

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4

Sorry if I’m not understanding the rules of the forum etc but the error isn’t actually a thing, it was just on the screenshot because I was trying a few things to see if fundamentally marking a quote as sent and then attaching the PDF of the quote from Xero to the deal in Pipedrive was possible. I suppose I’m just trying to find out if such a thing would be possible? Below is my workflow which now works perfectly and sends an activity to the user telling them that the invoice is waiting for them in Xero. It would just be a big time saver to be able to attach the invoice to the deal automatically.

screenshot3
screenshot32415×1058 133 KB

5

Those espousing rules and requirements in response to your question seem to be missing the point. Reading the OP’s question, the issue appears to be quite obvious.

Fundamentally, I expect the primary issue you’ve faced is that for some reason the Make.com Xero module doesn’t include a tool for downloading the Quote PDF. It has this functionality for Invoice PDFs, but not Quotes.

I can see you’ve attempted to use the XERO Get A File module. But, as far as I know, the quote is not a file that’s stored in the organisation files as such.

You’ll need to do an HTTP request (with the module Make has for that) to the Xero API, and get the quote PDF that way.

I am about to test this process myself. Based on my AI assistant’s suggestion, this is what’s required. I’ve yet to prove if this is entirely accurate, but it looks to me like it is:

To retrieve a quote in PDF format using the Xero API, you need to make a GET request to the Quotes endpoint and set the Accept header to application/pdf. This will return the quote as a PDF document instead of the default JSON or XML format.

Here’s a breakdown of the process:

  1. Make a GET request to the Quotes endpoint: Use the appropriate API endpoint for retrieving quotes. For example, GET /api.xro/2.0/Quotes/{QuoteID}.
  2. Set the Accept header to application/pdf: This tells the Xero API that you want the response in PDF format.
  3. Retrieve the PDF data: The response will contain the quote in PDF format, which you can then save or process as needed.

Example (conceptual):

Code

GET /api.xro/2.0/Quotes/97c2dc5-cc47-4afd-8ec8-74990b8761e9
Accept: application/pdf

Key points:

  • The Xero API documentation provides detailed information on the Quotes endpoint and other relevant resources.
  • You can find examples and further guidance on the Xero Developer website.
  • Remember to handle the API authentication and authorization appropriatel

You can then upload that to whatever modules you need to further down the chain. Such as your Pipedrive module.

6

Having just completed setting this up myself, I can confirm the above-mentioned is what’s required to get the Quote PDF.

Also, it seems that currently the Create a Quote Xero tool in make is not able to set the status, despite having an option for that. So seeing the created quote to a status of “Sent” does not work. This status is a requirement if you want your quotes to not have “Draft Quote” as their heading.

So you’ll also need to use an HTTP Post request to update your draft quote, so that it has a “Sent” status. You’ll need to do that before using an HTTP Get request to obtain the PDF file.

You’ll also need to set up an App in Xero developer system to handle the OAUTH authentication of your HTTP interactions with the API. I’m skipping over the finer details in this relatively involved process for getting the Quote PDFs on the assumption you’ll already know or be able to figure out what’s required for the necessary API interactions with Xero.