Keap + Quaderno

Keap + Quaderno integrations

Create new Quaderno invoices when new payments happen in Keap

Streamline your business billing process with this innovative workflow. When a new payment of any kind is received in Keap, it will initiate the creation of a paid invoice in Quaderno. This automatic process eliminates the manual task of moving data between systems, ensuring an effortless and efficient financial management for your business. Take advantage of this automation and focus on what matters most - growing your business.

When this happens...
New Payment (All Payment Type)Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
TriggerInstant
automatically do this!
Create Paid InvoiceCreate a Quaderno Invoice.
ActionWrite

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More things you can do with Keap and Quaderno

Discover other triggers and actions you can use with Keap and Quaderno

New Action Sequence
Triggers when a new Action Sequence is added.
Trigger
Polling
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- Appointment Trigger Requirement
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Note events this trigger will listen to:
  Required
Trigger
Instant
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- Product events this trigger will listen to:
  Required
Trigger
Instant
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New Subscription Plan
Triggers when a new Subscription Plan is added.
Trigger
Polling
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- Task events this trigger will listen to:
  Required
Trigger
Instant
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New Invoice
Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.
Trigger
Instant
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New Payment (All Payment Type)
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
Trigger
Instant
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New Assigned Task
Triggers when a new task is created. Please note: only tasks assigned to the authenticated user may be retrieved through this trigger. Use the New Task Event trigger to retrieve all tasks.
Trigger
Instant
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Updated Contact
Triggers when an existing contact is updated.
Trigger
Instant
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- Product Name
  Required
- Active
- Product Description
- Product Price
- Product Short Description
- SKU
- Subscription Only
Action
Write
- Contact ID
  Required
- Lead Affiliate Id
- Order Date
  Required
- Product Id
  Required
- Product Quantity
  Required
- Price Override
- Order Title
  Required
- Order Type
  Required
- Promo Codes
- Sales Affiliate Id
- Company
- Country Code (e.g., USA)
- First Name
- Is Invoice to Company
- Last Name
- Address Line 1
- Address Line 2
- Locality
- Middle Name
- Phone
- Region (e.g., US-CA)
- Zip Code
- Zip Four
Action
Write
- Contact Id
- Due Date
  Required
- Title
  Required
- User Id
- Description
Action
Write
- Contact
  Required
- Tags
  Required
Action
Write
- Contact
  Required
- Tags
  Required
Action
Write
- Email or Phone Required
- Check for Duplicates Using
  Required
- Email Address 1
- Opt In
- Last Name
- First Name
- Tag IDs
- Anniversary Date (format: YYYY-MM-DD)
- Birth Date (format: YYYY-MM-DD)
- Company Name
- Company ID
- Contact Type
- Job Title
- Lead Source ID
- Middle Name
- Origin IP Address
- Owner ID
- Preferred Locale
- Preferred Name
- Prefix
- Source Type
- Spouse Name
- Suffix
- Time Zone
- Website
- Keap Source ID
- UTM Campaign
- UTM Content
- UTM Medium
- UTM Source
- UTM Term
- Billing Address Fields Required
- Billing Address Country Code (e.g., USA)
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address Postal Code
- Billing Address Region (e.g., US-CA)
- Billing Address Zip Code
- Billing Address Zip Four
- Shipping Address Fields Required
- Shipping Address Country Code (e.g., USA)
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Postal Code
- Shipping Address Region (e.g., US-CA)
- Shipping Address Zip Code
- Shipping Address Zip Four
- Other Address Fields Required
- Other Address Country Code (e.g., USA)
- Other Address Line 1
- Other Address Line 2
- Other Address City
- Other Address Postal Code
- Other Address Region (e.g., US-CA)
- Other Address Zip Code
- Other Address Zip Four
- Email Address 2
- Email Address 3
- Phone 1 Number
- Phone 1 Type
- Phone 1 Extension
- Phone 2 Number
- Phone 2 Type
- Phone 2 Extension
- Phone 3 Number
- Phone 3 Type
- Phone 3 Extension
- Phone 4 Number
- Phone 4 Type
- Phone 4 Extension
- Phone 5 Number
- Phone 5 Type
- Phone 5 Extension
- Fax 1 Number
- Fax 1 Type
- Fax 2 Number
- Fax 2 Type
- Facebook Account
- LinkedIn Account
- Twitter Account
- Instagram Account
- Snapchat Account
- YouTube Account
- Pinterest Account
Action
Write
- Company Name
  Required
Action
Search
- Field
  Required
- Value
  Required
- Email or Phone Required
- Check for Duplicates Using
  Required
- Email Address 1
- Opt In
- Last Name
- First Name
- Tag IDs
- Anniversary Date (format: YYYY-MM-DD)
- Birth Date (format: YYYY-MM-DD)
- Company Name
- Company ID
- Contact Type
- Job Title
- Lead Source ID
- Middle Name
- Origin IP Address
- Owner ID
- Preferred Locale
- Preferred Name
- Prefix
- Source Type
- Spouse Name
- Suffix
- Time Zone
- Website
- Keap Source ID
- UTM Campaign
- UTM Content
- UTM Medium
- UTM Source
- UTM Term
- Billing Address Fields Required
- Billing Address Country Code (e.g., USA)
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address Postal Code
- Billing Address Region (e.g., US-CA)
- Billing Address Zip Code
- Billing Address Zip Four
- Shipping Address Fields Required
- Shipping Address Country Code (e.g., USA)
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Postal Code
- Shipping Address Region (e.g., US-CA)
- Shipping Address Zip Code
- Shipping Address Zip Four
- Other Address Fields Required
- Other Address Country Code (e.g., USA)
- Other Address Line 1
- Other Address Line 2
- Other Address City
- Other Address Postal Code
- Other Address Region (e.g., US-CA)
- Other Address Zip Code
- Other Address Zip Four
- Email Address 2
- Email Address 3
- Phone 1 Number
- Phone 1 Type
- Phone 1 Extension
- Phone 2 Number
- Phone 2 Type
- Phone 2 Extension
- Phone 3 Number
- Phone 3 Type
- Phone 3 Extension
- Phone 4 Number
- Phone 4 Type
- Phone 4 Extension
- Phone 5 Number
- Phone 5 Type
- Phone 5 Extension
- Fax 1 Number
- Fax 1 Type
- Fax 2 Number
- Fax 2 Type
- Facebook Account
- LinkedIn Account
- Twitter Account
- Instagram Account
- Snapchat Account
- YouTube Account
- Pinterest Account
Action
Search or write
Abandoned Checkout
Triggers when a checkout has been abandoned.
Trigger
Instant
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Declined Estimate
Triggers when an estimate is accepted.
Trigger
Instant
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New Contact
Triggers when a contact is created in Quaderno.
Trigger
Instant
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New Estimate
Triggers when a Quaderno estimate is created.
Trigger
Instant
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New Sale
Triggers when a new sale (Invoice or Receipt) is created.
Trigger
Instant
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- Kind
- Email
- Tax ID
- Postal Code
- First Name or Company Name
  Required
- Last Name
- Country
Action
Write
- Date
- Vendor's Tax ID
- Line Item Item Description
  Required
- Line Item Total Amount
- Line Item Item Unit Price
- Line Item Item Quantity
  Required
- Line Item Tax Name
- Line Item Tax Rate
- Line Item Tax Country
- Currency
- Vendor's First Name/Company Name
  Required
- Vendor's Last Name
- Vendor's Country
- Reference
Action
Write
- Payment Method
  Required
- Contact's Tax ID
- Auto Deliver Email
- Number
- Issue Date
- Payment Details
- Subject
- PO Number
- Notes
- Line Item Description
  Required
- Line Total Amount
- Line Item Unit Price
- Line Item Quantity
  Required
- Line Item Tax Name
- Line Item Tax Rate
- Line Item Tax Country
- Currency
- First Name/Company Name
  Required
- 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

New Affiliate
For Ulimate users, triggers when a new affiliate is added.
Trigger
Polling
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- Company events this trigger will listen to:
  Required
Trigger
Instant
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- Invoice events this trigger will listen to:
  Required
Trigger
Instant
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- Opportunity events this trigger will listen to:
  Required
- Random
  Required
Trigger
Instant
Try It
- Subscription events this trigger will listen to:
  Required
Trigger
Instant
Try It
- Tag events this trigger will listen to:
  Required
- Tag (for use with "Tag Applied to Contact" event only)
Trigger
Instant
Try It
New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).
Trigger
Instant
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New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).
Trigger
Instant
Try It
- Contact Tag Sync Interval
- Tag
Trigger
Instant
Try It
New Refund
Triggers when a new refund is created.
Trigger
Polling
Try It
Opportunity Stage Moved
Triggers when an opportunity stage is moved.
Trigger
Instant
Try It
- Company Name
  Required
- Country Code (e.g., "USA")
- Address Line 1
- Address Line 2
- Locality
- Region (e.g., "US-CA")
- Zip Code
- Zip Four
- Phone Number
- Phone Ext
- Notes
- Email Address
- Fax Number
- Website
Action
Write
- Contact Id
  Required
- Body
  Required
- Title
- Type
- User Id
Action
Write
- Invoice ID
  Required
- Product
- Product Quanity
  Required
- Price Override
Action
Write
- User
  Required
- Contacts
  Required
- Subject
  Required
- HTML Content
- Plain Text Content
- Email Address Field
- Attachments
Action
Write
- Company ID
  Required
- Company Name
- Email Address
- Website
- Notes
- Opt-In
- Address Country Code
- Address Street (Line 1)
- Address Street (Line 2)
- Address City
- Address State
- Address Zip Code
- Address Zip Four
- Phone Number
- Phone Extension
- Phone Type
- Phone Number
- Phone Extension
- Phone Type
Action
Write
- Field
  Required
- Value
  Required
Action
Search
- Invoice ID
  Required
Action
Search
- Company Name
  Required
- Country Code (e.g., "USA")
- Address Line 1
- Address Line 2
- Locality
- Region (e.g., "US-CA")
- Zip Code
- Zip Four
- Phone Number
- Phone Ext
- Notes
- Email Address
- Fax Number
- Website
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
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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
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- Number
- Contact's Tax ID
- PO Number
- Subject
- Payment Details
- Auto Deliver Email
- Issue Date
- Valid Until
- Notes
- Line Item Item Description
  Required
- Line Item Item Quantity
  Required
- Line Item Total Amount
- Line Item Unit Price
- Line Item Tax Name
- Line Item Tax Rate
- Line Item Tax Country
- Currency
- First Name/Company Name
  Required
- 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 Description
  Required
- Line Item Item Quantity
  Required
- Line Item Total Amount
- Line Item Unit Price
- Line Item Tax Name
- Line Item Tax Rate
- Line Item Tax Country
- Currency
- First Name/Company Name
  Required
- 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 Description
  Required
- Line Item Quantity
  Required
- Line Item Total Amount
- Line Item Unit Price
- Line Item Tax Name
- Line Item Tax Rate
- Line Item Tax Country
- First Name/Company Name
  Required
- 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

About Keap

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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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 moreLearn moreHelpHelp

Related categories

Accounting

Related Zap Templates

Create invoices in Quaderno for new contacts in Keap

Related Zap Templates

Create invoices in Quaderno for new contacts in Keap