Kajabi + Quaderno

Create new sales in Quaderno from new purchases in Kajabi

This workflow commences when there's a fresh purchase in Kajabi, and instantaneously logs a sale in Quaderno. This automation ensures every transaction is swiftly and accurately recorded in Quaderno, eliminating the chances of manual errors and saving you considerable time. Just set it up, and let the workflow smoothly organize your sales data.

When this happens...
New Purchase
Triggers when an offer is purchased.
TriggerInstant
automatically do this!
Create Sale
Create a Quaderno Sale (Invoice or Receipt).
ActionWrite

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Supported triggers and actions

What does this mean?

- SiteRequired
- AssessmentRequired
Trigger
Instant
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- SiteRequired
- Offer
Trigger
Instant
Try It
- SiteRequired
- Tag
Trigger
Instant
Try It
- SiteRequired
- OfferRequired
- Member NameRequired
- EmailRequired
- External User IDRequired
- Send Offer Grant Email?
Action
Write
- Site IDRequired
- Offer IDRequired
- External User IDRequired
Action
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
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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

- SiteRequired
- FormRequired
Trigger
Instant
Try It
- SiteRequired
- Offer
Trigger
Instant
Try It
- Tag
- SiteRequired
Trigger
Instant
Try It
- SiteRequired
- FormRequired
Action
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 Kajabi

Kajabi is an all in one platform for selling, marketing, and delivering your online content.

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 Help

Related categories

Accounting

PRODUCTS

CAPABILITIES

By team

Kajabi + Quaderno

Create new sales in Quaderno from new purchases in Kajabi

Assessment Completed

AssessmentRequired

New Payment

SiteRequired

Offer

Tag Added

SiteRequired

Tag

Grant Access to an Offer

SiteRequired

OfferRequired

Member NameRequired

EmailRequired

External User IDRequired

Send Offer Grant Email?

Revoke Access to an Offer

Site IDRequired

Offer IDRequired

External User IDRequired

Accepted Estimate

Failed Checkout

New Refund

New Invoice

Successful Checkout

Create Estimate

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

Create Invoice

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

Create Sale

Number

Contact's Tax ID

Payment Method