Holded + Quaderno
Create new Holded sales orders from new Quaderno sales
Simplify your finance management with this efficient workflow. Each time a new sale occurs in Quaderno, it creates a corresponding sales order in Holded. This seamless automation not only reduces manual data entry but also ensures accuracy in your sales tracking process across both platforms. Make your financial processes more streamlined and reduce potential errors with this integrated workflow.
Simplify your finance management with this efficient workflow. Each time a new sale occurs in Quaderno, it creates a corresponding sales order in Holded. This seamless automation not only reduces manual data entry but also ensures accuracy in your sales tracking process across both platforms. Make your financial processes more streamlined and reduce potential errors with this integrated workflow.
- When this happens...New Sale
Triggers when a new sale (Invoice or Receipt) is created.
- automatically do this!Create Sales Order
Creates a new Sales Order
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Abandoned Checkout
Triggers when a checkout has been abandoned.
Try ItDeclined Estimate
Triggers when an estimate is accepted.
Try ItNew Contact
Triggers when a contact is created in Quaderno.
Try ItNew Estimate
Triggers when a Quaderno estimate is created.
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Accepted Estimate
Triggers when an estimate is accepted.
Try ItFailed Checkout
Triggers when a checkout fails due to a card or a payment gateway error (ie: insufficient funds).
Try ItNew Refund
Triggers when a Quaderno credit note is created.
Try ItNew Invoice
Triggers when a Quaderno invoice is created.
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