workflows.quote_to_invoice
Convert an accepted quote into a full invoice pipeline: create/update job → sync invoice to accounting (Xero/QB/MYOB) → generate Stripe payment link → notify customer → alert team. Handles the entire quote-accepted → paid lifecycle.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| quoteId | Yes | Quote ID to convert. Required. | |
| discount | No | Percentage discount to apply (0-100). Optional. | |
| customDueDate | No | Custom due date in ISO 8601 format. Defaults to 14 days from today. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| jobId | No | ||
| success | No | ||
| paymentUrl | No | ||
| invoiceTotal | No | ||
| accountingSynced | No | Number of accounting platforms synced to |