Connecting Zapier

Zapier is a great tool to connect different web applications together. So let’s jump into how to set this up!

An integration between two apps is called a zap, and a zap is made up of a Trigger and an Action. Whenever the trigger is fired in one app, Zapier will automatically perform the action in another app.

To create a zap, follow these steps:

1. In case you don’t have a Zapier account, just go to Zapier and click Sign up. The basic account is free.
2. Go to Zapier's Quaderno integration page.
3. Search for the app you'd like to connect to Quaderno via Zapier, or select it from the list of suggested apps. For the simplest setup, click Try it on one of our zap templates.

Zap templates

Syncing contacts and customer data

You can say goodbye to the days of painfully syncing customer data across your various platforms with the help of these zaps!

• Add Quaderno contacts to a Drip list
• Add Quaderno contacts to a Mailchimp list
• Add Quaderno contacts to Quickbooks Online
• Add Pipedrive people to Quaderno as new contacts

Saving shareable versions of Quaderno Invoices

Keep your documents up-to-date, backed up, and accessible all over the cloud with these zaps.

• Save Quaderno invoices to Dropbox
• Save Quaderno invoices to Google Drive

Exporting or importing transactions

If you use Quaderno to handle invoicing but other applications for your accounting, you know that keeping in everything in order can be an uphill battle. Let us take the work off your hands with these helpful zaps:

• Add Quaderno invoices to Quickbooks Online
• Add won Pipedrive deals to Quaderno as a new invoice

Keeping track of your invoicing

Stay up-to-date on the invoices being issued from your Quaderno account by getting notified on Slack with this Zap. You’ll never miss another invoice. Mini-party every time!

Easily tracking expenses

You can eliminate yet another tedious admin task by automating the way you record your expenses by automatically importing expenses whenever you update a Google Sheets file.

Quaderno Actions for custom zaps

Here are a few considerations in case you want to create your custom Zap using the provided actions and triggers:

• With Create Sale, Quaderno will perform tax calculations. Using Create Invoice instead, you can send the invoice data yourself. We won't perform tax calculations for this action.
• On contact actions, full name is used to consider if the contact already exists (not email !).
• To make your invoices appear as paid, either use Create paid invoice, or use Create Sale filling the payment method field.
• Please note that credit notes (refunds) cannot be created via Zapier.