What you can automate

When new Contact in Quaderno, find or create contact in Salesflare.

When new Estimate in Quaderno, create opportunity in Salesflare.

When new Invoice in Quaderno, create opportunity, then find or create contact in Salesflare.

When new Sale in Quaderno, create opportunity, then find or create contact in Salesflare.

When new Opportunity in Salesflare, create Estimate in Quaderno.

About Quaderno

Quaderno is a tax software that handles sales tax, VAT, and GST for your online business. Automatically calculates tax, sends receipts and invoices, and provides instant multi-channel tax reports for your sales around the world.

Quaderno operations on Zapier

Triggers (10)

Start a workflow when this happens

Abandoned Checkout — Triggers when a checkout has been abandoned.
Accepted Estimate — Triggers when an estimate is accepted.
Declined Estimate — Triggers when an estimate is accepted.
Failed Checkout — Triggers when a checkout fails due to a card or a payment gateway error (ie: insufficient funds).
New Contact — Triggers when a contact is created in Quaderno.

Show 5 more triggers

New Estimate — Triggers when a Quaderno estimate is created.
New Invoice — Triggers when a Quaderno invoice is created.
New Refund — Triggers when a Quaderno credit note is created.
New Sale — Triggers when a new sale (Invoice or Receipt) is created.
Successful Checkout — Triggers when a checkout flow has finished successfully.

Actions (6)

Things Salesflare can make it do

Create Contact — Create a Quaderno Contact.
Create Estimate — Create a Quaderno Estimate.
Create Expense — Create a Quaderno Expense.
Create Invoice — Create a Quaderno Invoice.
Create Paid Invoice — Create a Quaderno Invoice.

Show 1 more actions

Create Sale — Create a Quaderno Sale (Invoice or Receipt).

Searches (2)

Look up existing records

Find Contact — Find an existing contact.
Find Sale — Finds an existing sale (invoice or receipt).

Quaderno operations on Make

Triggers (1)

Start a workflow when this happens

Watch Events — Triggers when selected events have occurred.

Actions (14)

Things Salesflare can make it do

Create a Contact — Creates a new contact.
Create an Estimate — Creates a new estimate.
Create an Expense — Creates a new expense.
Create an Invoice — Creates a new invoice.
Delete a Contact — Deletes an existing contact.

Show 9 more actions

Delete an Expense — Deletes an existing expense.
Get a Contact — Retrieves an existing contact.
Get an Estimate — Retrieves an existing estimate.
Get an Expense — Retrieves an existing expense.
Get an Invoice — Retrieves an existing invoice.
Make an API Call — Performs an arbitrary authorized API call.
Update a Contact — Updates an existing contact.
Update an Expense — Updates an existing expense.
Update an Invoice — Updates an existing invoice.

Searches (4)