Dropbox + Quaderno
Upload new Quaderno refunds to Dropbox as files
With this workflow, you can ensure no documentations lag behind. Once a new refund is initiated in Quaderno, an equivalent file gets promptly uploaded to your Dropbox account. It simplifies the refund tracking process by keeping your Dropbox folders updated after a refund has been processed in Quaderno. No extra steps needed! It's an efficient way to maintain accurate records and streamline finance and customer service operations.
With this workflow, you can ensure no documentations lag behind. Once a new refund is initiated in Quaderno, an equivalent file gets promptly uploaded to your Dropbox account. It simplifies the refund tracking process by keeping your Dropbox folders updated after a refund has been processed in Quaderno. No extra steps needed! It's an efficient way to maintain accurate records and streamline finance and customer service operations.
- When this happens...New Refund
Triggers when a Quaderno credit note is created.
- automatically do this!Upload File
Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 6000.
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Abandoned Checkout
Triggers when a checkout has been abandoned.
Try ItDeclined Estimate
Triggers when an estimate is accepted.
Try ItNew Contact
Triggers when a contact is created in Quaderno.
Try ItNew Estimate
Triggers when a Quaderno estimate is created.
Try It
Accepted Estimate
Triggers when an estimate is accepted.
Try ItFailed Checkout
Triggers when a checkout fails due to a card or a payment gateway error (ie: insufficient funds).
Try ItNew Refund
Triggers when a Quaderno credit note is created.
Try ItNew Invoice
Triggers when a Quaderno invoice is created.
Try It
