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  1. Quote - Get a link that can be shared externally

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    submitted  ·  41 comments  ·  For small businesses » Business features  ·  Admin →
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    steve Jones commented  · 

    Wow - its been years asking for this feature...

    In the meantime, I've found a workaround if people are interested?

    You make sure you are copied into the sending of the quote email - it's a little checkbox in Xero (the email actually includes the link itself).

    - Then redirect the email you've received to an email parsing service.
    - Using APIs this then 'rips out the URL',
    - finds the record to add URL to (in your CRM - eg. ClickMovements or Hubspot or Salesforce)
    - adds URL to the Deal/Contact record.

    You can then send it automatically wherever or use it to trigger automations or dripped reminders - really powerful. Get in touch if you'd like some help. Steve - steve@clickmovements.com

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    steve Jones commented  · 

    come on xero - and make this available through API too ...

    steve Jones supported this idea  ·