New for Our Quaderno Integration: Use Zaps to Create Sales, plus Trigger off New Ones

Kim Kadiyala
Kim Kadiyala / February 2, 2018

After you make a sale, many tiny (but crucial) things need to happen, such as creating receipts, sending follow-up emails, and more. With the latest updates to the Quaderno + Zapier integration, you can automate the flurry of bookkeeping and communication that comes after a sale—plus, make sure your records stay updated across different payment platforms.

Now when a new sale is created in Quaderno, Zapier can automatically kick off an email campaign to onboard the customer or to simply thank them. Additionally, any time you get paid via another payment processor, a Zap can automatically create a sale in Quaderno, so all of your accounting activities are up-to-date and in one place.

What's New with the Quaderno + Zapier Integration

New Action

  • New Sale: Triggers when a new sale (Invoice or Receipt) is created.

New Trigger

  • Create Sale: Create a sale (Invoice or Receipt).

How to Automate Quaderno with Zapier

  1. Make sure you have a Zapier account and a Quaderno account

  2. Try some pre-made Quaderno integrations and learn more about how Quaderno works with Zapier

  3. Check out our Quaderno help documentation for details on connecting your account and setting up your first Zap

  4. Or login to build a custom workflow with Quaderno and Zapier