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Payments & Invoices trigger

Quote → Invoice

An accepted quote is converted to an invoice

Starts a workflow when this happens.

Business plan and up

Variables this trigger adds

Use these in any later step, alongside the usual lead, agency and date variables.

{trigger.quote_id} Quote ID. Internal quote identifier
{trigger.invoice_id} Invoice ID. The invoice the quote converted into
{trigger.quote_total} Quote Total. Converted quote amount
{lead.name} Client Name. Client's name (from lead record)

How to add it

  1. Open Workflows in the app and create or open a workflow.
  2. Click the trigger at the top and pick Quote → Invoice under Payments & Invoices.
  3. Fill in its settings, then save and turn the workflow on.

For the API and MCP

When you build workflows through the Inflowave API or the MCP server, this trigger is quote_converted. See the MCP documentation.

More Payments & Invoices triggers