Quaderno Integrations

Keeping an easily accessible backup of your customers’ invoices in a format like PDF can be helpful when you need to quickly pull and send an invoice. It also doubles as a bonus during tax season when all your invoices are already compiled in a shareable format, ready to be sent to your accountant.

With this integration, your invoices in Quaderno are automatically saved as PDFs and added to your Google Drive account, so they’re ready to be sent to anyone at anytime.

How It Works

1. You create a new invoice in Quaderno
2. Zapier saves that invoice in PDF format and adds it to a folder in your Google Drive account

What You Need

• Quaderno account
• Google Drive account

Storing customer invoices in a format like PDF that can be easily sent when it’s needed is a great time-saving move. It saves you the hassle, especially during bookkeeping season, when you might probably have to compile and send a stack of these invoices to your accountant.

This Dropbox integration automatically saves your Quaderno invoices in PDF format and adds them your Dropbox account, so they’re ready for you to send to anyone at anytime.

How It Works

1. You create a new invoice in Quaderno
2. Zapier saves that invoice in PDF format and adds it to a folder in your Dropbox account

What You Need

• Quaderno account
• Dropbox account

Want to stay on track of your invoices in your accounting app without having to sign in every time? Wouldn’t it be awesome if you could get notified on Slack each time an invoice is generated in Quaderno? Thanks to Zapier, that’s now possible!

How It Works

1. A new invoice is automatically created by Quaderno
2. Zapier posts a notification in Slack mentioning that invoice has been created

What You Need

• Quaderno account
• Slack account

If you’re using an application like Xero to manage your accounting, but a different application like Quaderno to create and send invoices, it can be quite tedious to ensure that your invoices match across the board. This integration solves that headache for you! Setting up this automation means that an identical invoice will be generated in your Xero account whenever you create an invoice in Quaderno.

Note: Due to the functionality of Xero, taxes will need to be manually added onto each Xero invoice that is generated using this Zap.

How It Works

1. You create a new invoice in Quaderno
2. Zapier creates an identical invoice in your Xero account

What You Need

• Quaderno account
• Xero account

You’ve convinced a customer and closed a sale on Pipedrive. Well done! Why not automate the next step and complete the transaction like a pro? This automation adds deals that you win on Pipedrive as a new invoice in Quaderno. Not only is an invoice generated for that deal, but you also have the option to immediately have that invoice sent to your customer, all without you having to move a finger!

Note: It's recommendable to add only won Pipedrive deals by selecting them in the filter.

## How It Works

1. You win a deal in Pipedrive
2. Zapier creates and send an invoice for that deal to your customer

What You Need

• Pipedrive account
• Quaderno account