Pipedrive + Quaderno

Create Quaderno contacts from Pipedrive people

Are you finding it increasingly inconvenient to manage your contacts between your invoicing and CRM apps? Tired of having to manually create a new contact in Quaderno each time you add a new person in Pipedrive?

When this happens...
New Person
Triggers when a new person is created.
TriggerScheduled
automatically do this!
Create Contact
Create a Quaderno Contact.
ActionWrite

Try this template

Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Activity Matching Filter
Triggers when an activity matches a Pipedrive filter.
Trigger
Scheduled
New Deal
Triggers when a new deal is created.
Trigger
Instant
Deal Matching Filter
Triggers when a deal matches a Pipedrive filter.
Trigger
Scheduled
New Lead
Triggers when a Lead is created.
Trigger
Scheduled
New Note
Triggers when a new note is created.
Trigger
Scheduled
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Organization Matching Filter
Triggers when an organization matches a Pipedrive filter.
Trigger
Scheduled
Pipedrive
Triggers when a new person is created.
Scheduled
Trigger
Pipedrive
Triggers when a person matches a Pipedrive filter.
Scheduled
Trigger
Pipedrive
Triggers when a deal's stage is updated.
Instant
Trigger
Pipedrive
Triggers when an existing deal is updated.
Instant
Trigger
Pipedrive
Triggers when an existing organization is updated.
Scheduled
Trigger
Pipedrive
Triggers when an existing person is updated.
Scheduled
Trigger
Pipedrive
Adds a product to a deal.
Scheduled
Action
Pipedrive
Creates a new activity.
Scheduled
Action
Pipedrive
Creates a new deal.
Scheduled
Action
Pipedrive
Uploads a file and attaches it to a deal, person, organization, activity, product or note.
Scheduled
Action
Pipedrive
Adds a follower to a deal, organization, person or product.
Scheduled
Action
Pipedrive
Creates a new lead.
Scheduled
Action
Pipedrive
Creates a new note.
Scheduled
Action
Pipedrive
Creates a new organization.
Scheduled
Action
Pipedrive
Creates a new person.
Scheduled
Action
Pipedrive
Creates a new product.
Scheduled
Action
Pipedrive
Updates an existing activity.
Scheduled
Action
Pipedrive
Updates an existing deal.
Scheduled
Action
Pipedrive
Updates an existing organization.
Scheduled
Action
Pipedrive
Updates an existing person.
Scheduled
Action
Pipedrive
Finds an activity by subject.
Scheduled
Action
Pipedrive
Finds a deal by name.
Scheduled
Action
Pipedrive
Finds an organization.
Scheduled
Action
Pipedrive
Finds a person.
Scheduled
Action
Pipedrive
Finds a product by name.
Scheduled
Action
Pipedrive
Finds a product or products by name, ID, or product code (with line item support).
Scheduled
Action
Pipedrive
Finds a user by name, email or ID.
Scheduled
Action
Pipedrive
Finds an activity by subject, or creates one if none is found.
Scheduled
Action
Pipedrive
Finds a deal by name, or creates one if none is found.
Scheduled
Action
Pipedrive
Finds an organization by name, or creates one if none is found.
Scheduled
Action
Pipedrive
Finds a person by name, or creates one if none is found.
Scheduled
Action
Pipedrive
Finds a product by name, or creates one if none are found.
Scheduled
Action
Quaderno
Triggers when a checkout has been abandoned.
Instant
Trigger
Quaderno
Triggers when an estimate is accepted.
Instant
Trigger
Quaderno
Triggers when an estimate is accepted.
Instant
Trigger
Quaderno
Triggers when a checkout fails due to a card or a payment gateway error (ie: insufficient funds).
Instant
Trigger
Quaderno
Triggers when a contact is created in Quaderno.
Instant
Trigger
Quaderno
Triggers when a Quaderno credit note is created.
Instant
Trigger
Quaderno
Triggers when a Quaderno estimate is created.
Instant
Trigger
Quaderno
Triggers when a Quaderno invoice is created.
Instant
Trigger
Quaderno
Triggers when a new sale (Invoice or Receipt) is created.
Instant
Trigger
Quaderno
Triggers when a checkout flow has finished successfully.
Instant
Trigger
Quaderno
Create a Quaderno Contact.
Scheduled
Action
Quaderno
Create a Quaderno Estimate.
Scheduled
Action
Quaderno
Create a Quaderno Expense.
Scheduled
Action
Quaderno
Create a Quaderno Invoice.
Scheduled
Action
Quaderno
Create a Quaderno Invoice.
Scheduled
Action
Quaderno
Create a Quaderno Sale (Invoice or Receipt).
Scheduled
Action
Quaderno
Find an existing contact.
Scheduled
Action
Quaderno
Finds an existing sale (invoice or receipt).
Scheduled
Action

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

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 more

Related categories

Accounting

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