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Set up your first integration
Quickly connect Quaderno to systeme.io with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Quaderno with systeme.io - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Abandoned Checkout" from Quaderno.
Add your action
An action happens after the trigger—such as "Create or Update a Contact, Including Adding Tags" in systeme.io.
You’re connected!
Zapier seamlessly connects Quaderno and systeme.io, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Abandoned Checkout
Triggers when a checkout has been abandoned.
Try ItTriggerInstant - Declined Estimate
Triggers when an estimate is accepted.
Try ItTriggerInstant - New Contact
Triggers when a contact is created in Quaderno.
Try ItTriggerInstant - New Estimate
Triggers when a Quaderno estimate is created.
Try ItTriggerInstant
- Accepted Estimate
Triggers when an estimate is accepted.
Try ItTriggerInstant - Failed Checkout
Triggers when a checkout fails due to a card or a payment gateway error (ie: insufficient funds).
Try ItTriggerInstant - New Refund
Triggers when a Quaderno credit note is created.
Try ItTriggerInstant - New Invoice
Triggers when a Quaderno invoice is created.
Try ItTriggerInstant
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Frequently Asked Questions about Quaderno + systeme.io integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Quaderno and systeme.io
Is it possible to automatically create an invoice in Quaderno when a sale is completed in systeme.io?
Yes, our integration allows you to automatically create an invoice in Quaderno every time a sale is completed in systeme.io. By setting this up as a trigger-action workflow, you can effortlessly streamline invoicing with each transaction.
How do I map customer information from systeme.io to invoices in Quaderno?
When setting up the integration, you can map customer fields such as name, email, and billing address from systeme.io to the corresponding fields in Quaderno invoices. This ensures that all the customer details are accurately reflected on the invoices generated.
Can I track payment statuses of my systeme.io transactions in Quaderno?
Yes, our integration setup lets you update the payment status of transactions from systeme.io within Quaderno. Once a sale is marked as paid or refunded in systeme.io, we can sync this status with your Quaderno records.
What do I need to set up first: triggers or actions for the integration?
For successful integration between systeme.io and Quaderno, you'll start by setting up your trigger within systeme.io (like a new sale), and then define actions within Quaderno (such as creating an invoice). This sequence ensures proper data flow and automation.
How can I ensure my product details transfer correctly from systeme.io to Quaderno?
While configuring your automation, make sure that your product fields such as name, price, and description are accurately mapped between systeme.io and Quaderno. Any discrepancies here could lead to incorrect information on your invoices.
Is there a limit on the number of integrations I can create between these two platforms?
There is no fixed limit on the number of integrations you can set up between systeme.io and Quaderno. Feel free to automate multiple actions across various workflows based on your business needs.
Can refunds processed in Quaderno reflect back in my sales records at systeme.io?
Unfortunately, refunds processed directly within Quaderno do not update back into your sales records at systeme.io using our standard integration setup. You'll need to manually adjust those records currently.