Zapier

Zapier

Category
Ecommerce
Online courses and memberships
Accounting
Integration type
Native
Features
Billing
Reporting
Website
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.
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The Zapier integration is available with the Startup plan and higher.

Setting up your Zapier account

If you don't already have a Zapier account, just go to Zapier.com and click Sign up. The basic account is free.

Creating a zap

  1. In your Zapier account, go the Quaderno Integrations page.
  1. Search for the app you'd like to connect or select it from the list of suggested apps. For the simplest setup, click try it on one of our zap templates:

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!

Save shareable versions of Quaderno Invoices

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

Export or import 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.

Keep 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 track 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.

Troubleshooting

When I add a filter to the zap, I get an error saying "Your zap would not have continued."
Zapier pulls the test data from your most recent invoice in Quaderno. If you've added a filter to use a product ID that differs from the product in your most recent sale, you will see that error. While this is a basic test, you can rest assured the zap would still work.
My zap didn't fire after a payment was received in PayPal.
If you're using a Quaderno trigger, it could take up to 20 minutes after you receive a payment in PayPal for the Quaderno trigger to fire. This is because PayPal doesn't send us transaction information in real-time, but Quaderno checks for new transactions every few minutes. As soon as we pull the transaction information, the zap will fire.

Related guides

→ Check out our blog article Automate even more of your business with Zapier.