LeadConnector + Quaderno

LeadConnector + Quaderno integrations

Create invoices in Quaderno when pipeline stages change in LeadConnector

Simplify your sales workflow with this seamless integration between LeadConnector and Quaderno. As soon as a change occurs in your pipeline stage within LeadConnector, a new invoice is immediately generated in Quaderno, ensuring your billing processes keep pace with your sales progression. It's not just about efficiency, but also about making sure your financial documentation is in constant alignment with your sales activity.

When this happens...
Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
TriggerInstant
automatically do this!
Create InvoiceCreate a Quaderno Invoice.
ActionWrite

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More things you can do with LeadConnector and Quaderno

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

- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
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- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
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
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 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

- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write
Accepted Estimate
Triggers when an estimate is accepted.
Trigger
Instant
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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
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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 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 LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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Marketing Automation

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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