Capsule CRM + Quaderno

Create invoices in Quaderno for new or updated contacts in Capsule CRM

Keep your invoicing process streamlined and efficient with this Capsule CRM and Quaderno automation. Whenever a new or updated contact is added on Capsule CRM, this workflow will instantly create an invoice in Quaderno, saving you time and ensuring accurate record-keeping. Simplify your billing workflow and stay organized with this easy-to-use integration.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Invoice
Create a Quaderno Invoice.
ActionWrite

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Supported triggers and actions

What does this mean?

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
Accepted Estimate
Triggers when an estimate is accepted.
Trigger
Instant
Try It
Failed Checkout
Triggers when a checkout fails due to a card or a payment gateway error (ie: insufficient funds).
Trigger
Instant
Try It
New Refund
Triggers when a Quaderno credit note is created.
Trigger
Instant
Try It
New Invoice
Triggers when a Quaderno invoice is created.
Trigger
Instant
Try It
Successful Checkout
Triggers when a checkout flow has finished successfully.
Trigger
Instant
Try It
- Number
- Contact's Tax ID
- PO Number
- Subject
- Payment Details
- Auto Deliver Email
- Issue Date
- Valid Until
- Notes
- Line Item Item DescriptionRequired
- Line Item Item QuantityRequired
- Line Item Total Amount
- Line Item Unit Price
- Line Item Tax Name
- Line Item Tax Rate
- Line Item Tax Country
- Currency
- First Name/Company NameRequired
- Last Name
- Contact's Country
Action
Write
- Number
- Contact's Tax ID
- PO Number
- Subject
- Payment Details
- Auto Deliver Email
- Issue Date
- Notes
- Line Item Item DescriptionRequired
- Line Item Item QuantityRequired
- Line Item Total Amount
- Line Item Unit Price
- Line Item Tax Name
- Line Item Tax Rate
- Line Item Tax Country
- Currency
- First Name/Company NameRequired
- Last Name
- Contact's Country
- Contact's City
- Contact's Postal Code
- Contact's Street Line 1
- Contact's Street Line 2
- Contact's IP Address
- Contact's Bank Country
Action
Write
- Number
- Contact's Tax ID
- Payment Method
- Contact's Last Name
- PO Number
- Subject
- Payment Details
- Email Address
- Issue Date
- Notes
- Line Item DescriptionRequired
- Line Item QuantityRequired
- Line Item Total Amount
- Line Item Unit Price
- Line Item Tax Name
- Line Item Tax Rate
- Line Item Tax Country
- First Name/Company NameRequired
- Currency
- Contact's Country
- Contact's City
- Contact's Postal Code
- Contact's Street Line 1
- Contact's Street Line 2
- Contact's IP Address
- Contact's Bank Country
- Deliver Document
Action
Write
- Id
- Type
- Number
- Contact Name
- Processor ID
Action
Search

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Abandoned Checkout
Triggers when a checkout has been abandoned.
Trigger
Instant
Try It
Declined Estimate
Triggers when an estimate is accepted.
Trigger
Instant
Try It
New Contact
Triggers when a contact is created in Quaderno.
Trigger
Instant
Try It
New Estimate
Triggers when a Quaderno estimate is created.
Trigger
Instant
Try It
New Sale
Triggers when a new sale (Invoice or Receipt) is created.
Trigger
Instant
Try It
- Kind
- Email
- Tax ID
- Postal Code
- First Name or Company NameRequired
- Last Name
- Country
Action
Write
- Date
- Vendor's Tax ID
- Line Item Item DescriptionRequired
- Line Item Total Amount
- Line Item Item Unit Price
- Line Item Item QuantityRequired
- Line Item Tax Name
- Line Item Tax Rate
- Line Item Tax Country
- Currency
- Vendor's First Name/Company NameRequired
- Vendor's Last Name
- Vendor's Country
- Reference
Action
Write
- Payment MethodRequired
- Contact's Tax ID
- Auto Deliver Email
- Number
- Issue Date
- Payment Details
- Subject
- PO Number
- Notes
- Line Item DescriptionRequired
- Line Total Amount
- Line Item Unit Price
- Line Item QuantityRequired
- Line Item Tax Name
- Line Item Tax Rate
- Line Item Tax Country
- Currency
- First Name/Company NameRequired
- Last Name
- Contact's Country
- Contact's City
- Contact's Postal Code
- Contact's Street Line 1
- Contact's Street Line 2
- Contacts' IP Address
- Contact's Bank Country
Action
Write
- Id
- Full Name
- Email
- Processor ID
Action
Search

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn more Help

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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.

Learn more

Related categories

Accounting

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Capsule CRM + Quaderno

Create invoices in Quaderno for new or updated contacts in Capsule CRM

New or Updated Project

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

Accepted Estimate

Failed Checkout

New Refund

New Invoice

Successful Checkout

Create Estimate

Number

Contact's Tax ID

PO Number

Subject