Plumsail Documents + Quaderno Integrations

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Supported triggers and actions

What does this mean?

- Process NameRequired
Trigger
Instant
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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
  Contact Kind, company or person.
- Email
  Contact's email (use commas to separate multiple emails).
- Tax ID
  Contact tax ID or VAT number.
- Postal Code
  Customer's postal code.
- First Name or Company NameRequired
  Contact first name or company name.
- Last Name
  Contact's last name.
- Country
  Contact's billing country (two characters code ISO 3166-1 alpha-2).
Action
Write

- Date
  Expense date.
- Vendor's Tax ID
  Vendor's tax ID.
- Line Item Item DescriptionRequired
- Line Item Total Amount
  Line item total amount (unit price * quantity, taxes included). Required if line item unit price is not defined.
- Line Item Item Unit Price
  Item unit price. Required if the total amount is not defined.
- Line Item Item QuantityRequired
- Line Item Tax Name
- Line Item Tax Rate
  Tax applied to the item. If you do not set it, we will calculate it for you according your customer location. If you do not want to include any taxes, set it to zero.
- Line Item Tax Country
- Currency
  Expense currency (three character code ISO 4217).
- Vendor's First Name/Company NameRequired
- Vendor's Last Name
- Vendor's Country
  Contact's billing country (two characters code ISO 3166-1 alpha-2).
- Reference
  Ticket or invoice number.
Action
Write
- Payment MethodRequired
- Contact's Tax ID
  Contact's tax ID.
- Auto Deliver Email
- Number
  Invoice number. Leave it blank for automatic numbering.
- Issue Date
  Invoice issue date.
- Payment Details
- Subject
- PO Number
- Notes
- Line Item DescriptionRequired
- Line Total Amount
  Line item total amount (unit price * quantity, taxes included). Required if line item unit price is not defined.
- Line Item Unit Price
  Item unit price. Required if the line total amount is not defined.
- Line Item QuantityRequired
- Line Item Tax Name
- Line Item Tax Rate
  Tax applied to the item. If you do not set it, we will calculate it for you according your customer location. If you do not want to include any taxes, set it to zero.
- Line Item Tax Country
- Currency
  Invoice currency (three character code ISO 4217).
- First Name/Company NameRequired
- Last Name
- Contact's Country
  Contact's billing country (two characters code ISO 3166-1 alpha-2).
- Contact's City
- Contact's Postal Code
  Contact's billing postal code (or ZIP code).
- Contact's Street Line 1
- Contact's Street Line 2
- Contacts' IP Address
  Contact's IP address. Set this field only if you want to generate a location evidence in Quaderno.
- Contact's Bank Country
  Contact's bank country (two characters code ISO 3166-1 alpha-2). Set this field only if you want to generate a location evidence in Quaderno.
Action
Write
- Id
  Quaderno ID.
- Full Name
  Contact's full name.
- Email
  Contact's email address.
- Processor ID
  Contact's ID assigned by the payment gateway.
Action
Search

- Process NameRequired
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
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Successful Checkout
Triggers when a checkout flow has finished successfully.
Trigger
Instant
Try It
- Number
  Invoice number. Leave it blank for automatic numbering.
- Contact's Tax ID
  Contact's tax ID.
- PO Number
- Subject
- Payment Details
- Auto Deliver Email
  Fill if you want to autodeliver the invoice.
- Issue Date
  Invoice issue date.
- Valid Until
- Notes
- Line Item Item DescriptionRequired
- Line Item Item QuantityRequired
- Line Item Total Amount
  Line item total amount (unit price * quantity, taxes included). Required if line item unit price is not defined.
- Line Item Unit Price
  Item unit price. Required if line item total amount is not defined.
- Line Item Tax Name
- Line Item Tax Rate
  Tax applied to the item. If you do not set it, we will calculate it for you according your customer location. If you do not want to include any taxes, set it to zero.
- Line Item Tax Country
  Tax country (two characters code ISO 3166-1 alpha-2).
- Currency
  Invoice currency (three character code ISO 4217).
- First Name/Company NameRequired
- Last Name
- Contact's Country
  Contact's billing country (two characters code ISO 3166-1 alpha-2).
Action
Write
- Number
  Invoice number. Leave it blank for automatic numbering.
- Contact's Tax ID
  Contact's tax ID.
- PO Number
- Subject
- Payment Details
- Auto Deliver Email
  Fill if you want to autodeliver the invoice.
- Issue Date
  Invoice issue date.
- Notes
- Line Item Item DescriptionRequired
- Line Item Item QuantityRequired
- Line Item Total Amount
  Line item total amount (unit price * quantity, taxes included). Required if line item unit price is not defined.
- Line Item Unit Price
  Item unit price. Required if line item total amount is not defined.
- Line Item Tax Name
- Line Item Tax Rate
  Tax applied to the item. If you do not set it, we will calculate it for you according your customer location. If you do not want to include any taxes, set it to zero.
- Line Item Tax Country
  Tax country (two characters code ISO 3166-1 alpha-2).
- Currency
  Invoice currency (three character code ISO 4217).
- First Name/Company NameRequired
- Last Name
- Contact's Country
  Contact's billing country (two characters code ISO 3166-1 alpha-2).
- Contact's City
- Contact's Postal Code
  Contact's billing postal code (or ZIP code).
- Contact's Street Line 1
- Contact's Street Line 2
- Contact's IP Address
  Contact's IP address. Set this field only if you want to generate a location evidence in Quaderno.
- Contact's Bank Country
  Contact's bank country (two characters code ISO 3166-1 alpha-2). Set this field only if you want to generate a location evidence in Quaderno.
Action
Write
- Number
  Sale number. Leave it blank for automatic numbering.
- Contact's Tax ID
  Contact's tax ID.
- Payment Method
- Contact's Last Name
- PO Number
- Subject
- Payment Details
- Email Address
- Issue Date
  Sale issue date.
- Notes
- Line Item DescriptionRequired
- Line Item QuantityRequired
- Line Item Total Amount
  Line item total amount (unit price * quantity, taxes included). Required if line item unit price is not defined.
- Line Item Unit Price
  Item unit price. Required if line item total amount is not defined.
- Line Item Tax Name
- Line Item Tax Rate
  Tax applied to the item. If you do not set it, we will calculate it for you according your customer location. If you do not want to include any taxes, set it to zero.
- Line Item Tax Country
- First Name/Company NameRequired
- Currency
  Invoice currency (three character code ISO 4217).
- Contact's Country
  Contact's billing country (two characters code ISO 3166-1 alpha-2).
- Contact's City
- Contact's Postal Code
  Contact's billing postal code (or ZIP code).
- Contact's Street Line 1
- Contact's Street Line 2
- Contact's IP Address
  Contact's IP address. Set this field only if you want to generate a location evidence in Quaderno.
- Contact's Bank Country
  Contact's bank country (two characters code ISO 3166-1 alpha-2). Set this field only if you want to generate a location evidence in Quaderno.
- Deliver Document
  Deliver the resulting document (Invoice or Receipt) via email address.
Action
Write
- Id
  Quaderno ID.
- Type
  Select if the search is for a particular invoice or receipt. Leave it blank to let Quaderno decide the best match.
- Number
  Invoice number.
- Contact Name
- Processor ID
  The ID of the transaction in the payment gateway.
Action
Search

How to connect Plumsail Documents + Quaderno

Step 1: Authenticate Plumsail Documents and Quaderno.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Plumsail Documents + Quaderno

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Learn more

Related categories

Documents

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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Plumsail Documents + Quaderno Integrations

Connect your apps and automate workflows

Process Finished

Abandoned Checkout

Declined Estimate

New Contact

New Estimate

New Sale

Create Contact

Kind

Email

Tax ID

Postal Code

First Name or Company NameRequired

Last Name

Country

Create Expense

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

Create Paid Invoice

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

Find Contact

Id

Full Name

Email

Processor ID

Start Process

Process NameRequired

Accepted Estimate

Failed Checkout

New Refund

New Invoice

Successful Checkout

Create Estimate