Quote Converted
Webhook event fired when a quote is accepted or paid, converting it into a confirmed order
Overview
The Quote Converted event fires whenever a quote transitions into a confirmed order in Phasio. This is the recommended event to subscribe to if you need to react to new order placements — for example, syncing to an ERP, triggering fulfilment workflows, or notifying internal systems.
The payload structure is identical to the Order Created event.
When it triggers
This webhook fires on any of the following transitions:
- A customer accepts a quote (e.g. selects "Accept Quote" in the storefront) before payment — used in deferred-billing flows such as purchase order or invoice payment. The
paymentStatuswill beUNPAIDat this point. - A customer or manufacturer confirms payment by purchase order or invoice, transitioning the order to
CONFIRMED. - A customer completes online payment (Stripe, PayPal, or similar), transitioning the order to
PAID. - An order is created with payment pre-confirmed — for example, when a manufacturer commits an order on behalf of a customer with payment already arranged.
Note: This event may fire before
orderNumberis assigned. WhenpaymentStatusisUNPAID(customer acceptance without payment),orderNumberwill benull. It is populated once payment is confirmed.
Payload
The payload structure is identical to the Order Created event. The decrypted payload is a JSON object with the following fields:
| Field | Type | Nullable | Description |
|---|---|---|---|
orderId | number | No | Unique identifier for the order. |
threadId | number | Yes | Conversation thread ID associated with the order, if any. |
quoteNumber | string | No | The quote number (e.g., "Q-001"). |
orderNumber | string | Yes | The order number (e.g., "ORD-001"). null when the event fires on quote acceptance before payment. |
customerOrganisationId | number | No | ID of the customer organisation that placed the order. |
customerOrganisationName | string | No | Name of the customer organisation. |
createdDate | string | No | ISO 8601 date-time when the order was originally created. |
kanbanColumnName | string | Yes | Name of the Kanban column the order is currently in. |
kanbanColumnSequence | number | Yes | Sequence number of the Kanban column. |
paymentStatus | string | Yes | Current payment status — "UNPAID" (accepted, not yet paid), "CONFIRMED" (PO/invoice), or "PAID" (online payment). |
actorType | string | Yes | The type of actor that triggered this event ("MANUFACTURER" or "CUSTOMER"). |
customReference | string | Yes | Custom reference string set by the manufacturer or customer. |
parts | array | No | List of parts in the order. See Part object. |
expenses | array | No | List of additional expenses. See Expense object. |
pricing | object | No | Pricing breakdown. See Pricing object. |
shipping | object | Yes | Shipping details. See Shipping object. null if no shipping is configured. |
For detailed documentation of nested objects (parts, expenses, pricing, shipping, address), see the Order Created event page.
Example payload
{
"orderId": 12345,
"threadId": 9876,
"quoteNumber": "Q-001",
"orderNumber": "ORD-001",
"customerOrganisationId": 678,
"customerOrganisationName": "Binder3D",
"createdDate": "2025-06-15T10:30:00",
"kanbanColumnName": "New Orders",
"kanbanColumnSequence": 1,
"paymentStatus": "PAID",
"actorType": "CUSTOMER",
"customReference": "PO-2025-0042",
"parts": [
{
"id": 1,
"specificationId": "550e8400-e29b-41d4-a716-446655440000",
"name": "Bracket Assembly",
"technology": "CNC Machining",
"material": "Aluminum 6061",
"quantity": 100,
"pricePerPart": 12.50,
"color": null,
"infill": null,
"precision": "Standard",
"volume": 42.75,
"area": 128.30,
"width": 50.00,
"height": 30.00,
"depth": 10.00,
"minBoundingBoxVolume": 15000.00,
"minimumWallThickness": 1.20,
"convexHullVolume": 48.50,
"shrinkWrapVolume": 45.10,
"postProcessings": [
{
"name": "Anodizing",
"price": 2.00
}
],
"productionSteps": [
{
"name": "Machining",
"sequence": 1
},
{
"name": "Anodizing",
"sequence": 2
},
{
"name": "Quality Check",
"sequence": 3
}
]
}
],
"expenses": [
{
"id": 1,
"name": "Setup Fee",
"price": 50.00
}
],
"pricing": {
"currency": "USD",
"totalPrice": 1375.00,
"totalLocalPrice": 1375.00,
"shippingFee": 25.00,
"taxPercentage": 10.00,
"taxAmount": 125.00,
"applyTaxToShipping": true,
"discountPercentage": 5.00,
"paymentDueDate": "2025-07-15",
"topUpAmount": null
},
"shipping": {
"shippingMethod": "FedEx Ground",
"address": {
"id": "addr-001",
"street1": "123 Industrial Ave",
"street2": "Suite 400",
"city": "Austin",
"state": "TX",
"country": "US",
"zip": "73301",
"name": "Binder3D",
"phone": "+1-555-0100",
"email": "orders@binder3d.com",
"residential": false
}
}
}Last updated on