Holded + Quaderno

Holded + Quaderno integrations

Create new Holded sales orders from new Quaderno sales

Simplify your finance management with this efficient workflow. Each time a new sale occurs in Quaderno, it creates a corresponding sales order in Holded. This seamless automation not only reduces manual data entry but also ensures accuracy in your sales tracking process across both platforms. Make your financial processes more streamlined and reduce potential errors with this integrated workflow.

When this happens...
New SaleTriggers when a new sale (Invoice or Receipt) is created.
TriggerInstant
automatically do this!
Create Sales OrderCreates a new Sales Order
ActionWrite

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More things you can do with Quaderno and Holded

Discover other triggers and actions you can use with Quaderno and Holded

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
Try It
New Contact
Triggers when a contact is created in Quaderno.
Trigger
Instant
Try It
New Estimate
Triggers when a Quaderno estimate is created.
Trigger
Instant
Try It
New Sale
Triggers when a new sale (Invoice or Receipt) is created.
Trigger
Instant
Try It

- Kind
- Email
- Tax ID
- Postal Code
- First Name or Company Name
  Required
- Last Name
- Country
Action
Write
- Date
- Vendor's Tax ID
- Line Item Item Description
  Required
- Line Item Total Amount
- Line Item Item Unit Price
- Line Item Item Quantity
  Required
- Line Item Tax Name
- Line Item Tax Rate
- Line Item Tax Country
- Currency
- Vendor's First Name/Company Name
  Required
- Vendor's Last Name
- Vendor's Country
- Reference
Action
Write

- Payment Method
  Required
- Contact's Tax ID
- Auto Deliver Email
- Number
- Issue Date
- Payment Details
- Subject
- PO Number
- Notes
- Line Item Description
  Required
- Line Total Amount
- Line Item Unit Price
- Line Item Quantity
  Required
- Line Item Tax Name
- Line Item Tax Rate
- Line Item Tax Country
- Currency
- First Name/Company Name
  Required
- 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
Action
Write
- Id
- Full Name
- Email
- Processor ID
Action
Search
New Contact
Triggers when a new contact is created
Trigger
Polling
Try It
New Sales Invoice
Triggers when a new sales invoice is created
Trigger
Polling
Try It
New Sales Order
Triggers when a new sales order is created
Trigger
Polling
Try It
- Contact Name
  Required
- Contact Code
- Contact Relationship
- Contact type
- Contact Email
- Phone Number
- Mobile Phone
- Website
- Address
- City
- Postal Code
- Province
- Country
- IBAN
- Swift
- Sepa Reference
- Note
- Currency
- Language
- Tags
Action
Write
- Sales Funnel
- Contact
- Deal Name
- Deal Value
- Deal Potential
- Due Date
Action
Write
- Name
- Contact Name
- Start
- Location
Action
Write
- Bank
- Contact
- Amount
  Required
- Description
- Date
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Date
  Required
- Notes
- Document Number
- Name
- Units
- Subtotal
- Discount
- Tax Rate (%)
- Taxes
- Currency
- Due Date
- Tags
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Date
  Required
- Notes
- Sales Channel
- Document Number
- Name
- Units
- SKU
- Service ID
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Currency
- Due Date
- Tags
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country Code
- Description
- Notes
- Receipt Date
  Required
- Name
- Units
- SKU
- Service ID
- Subtotal
- Discount (%)
- Tax (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Receipt Number
- Currency
- Due Date
- Warehouse
- Sales Channel
- Tags
Action
Write
- Document ID
  Required
- Payment Date
  Required
- Payment Amount
  Required
- Treasury
Action
Write
- Document ID
  Required
- Recipient Email
  Required
- Subject
  Required
- Message
  Required
Action
Write
- Contact Name
- Contact Email
- Contact Code
- Contact ID
Action
Search

Accepted Estimate
Triggers when an estimate is accepted.
Trigger
Instant
Try It
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
Try It
New Invoice
Triggers when a Quaderno invoice is created.
Trigger
Instant
Try It
Successful Checkout
Triggers when a checkout flow has finished successfully.
Trigger
Instant
Try It
- Number
- Contact's Tax ID
- PO Number
- Subject
- Payment Details
- Auto Deliver Email
- Issue Date
- Valid Until
- Notes
- Line Item Item Description
  Required
- Line Item Item Quantity
  Required
- Line Item Total Amount
- Line Item Unit Price
- Line Item Tax Name
- Line Item Tax Rate
- Line Item Tax Country
- Currency
- First Name/Company Name
  Required
- Last Name
- Contact's Country
Action
Write
- Number
- Contact's Tax ID
- PO Number
- Subject
- Payment Details
- Auto Deliver Email
- Issue Date
- Notes
- Line Item Item Description
  Required
- Line Item Item Quantity
  Required
- Line Item Total Amount
- Line Item Unit Price
- Line Item Tax Name
- Line Item Tax Rate
- Line Item Tax Country
- Currency
- First Name/Company Name
  Required
- Last Name
- Contact's Country
- Contact's City
- Contact's Postal Code
- Contact's Street Line 1
- Contact's Street Line 2
- Contact's IP Address
- Contact's Bank Country
Action
Write
- Number
- Contact's Tax ID
- Payment Method
- Contact's Last Name
- PO Number
- Subject
- Payment Details
- Email Address
- Issue Date
- Notes
- Line Item Description
  Required
- Line Item Quantity
  Required
- Line Item Total Amount
- Line Item Unit Price
- Line Item Tax Name
- Line Item Tax Rate
- Line Item Tax Country
- First Name/Company Name
  Required
- Currency
- Contact's Country
- Contact's City
- Contact's Postal Code
- Contact's Street Line 1
- Contact's Street Line 2
- Contact's IP Address
- Contact's Bank Country
- Deliver Document
Action
Write
- Id
- Type
- Number
- Contact Name
- Processor ID
Action
Search
New Deal
Triggers when a new CRM Deal is created
Trigger
Polling
Try It
New Purchase Invoice
Triggers when a new Purchase invoice is created
Trigger
Polling
Try It
New Sales Receipt
Triggers when a new sales receipt has been created
Trigger
Polling
Try It
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Notes
- Date
  Required
- Name
- Units
- SKU
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Document Number
- Currency
- Tags
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Send Invite
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Notes
- Invoice Date
  Required
- Name
- Units
- SKU
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Invoice Number
- Currency
- Due Date
- Warehouse
- Sales Channel
- Numbering Series
- Tags
Action
Write
- Product Name
  Required
- Description
- Price
- Tax (%)
- Cost
- Barcode
- SKU
- Weight (kg)
- Stock
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Document Date
  Required
- Notes
- Warehouse
- Sales Channel
- Name
- Units
- SKU
- Subtotal
- Tax Rate (%)
- Discount (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Document Number
- Currency
- Due Date
- Shipping Address
- Shipping Postal Code
- Shipping City
- Shipping Province
- Shipping Country
- Tags
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Date
  Required
- Notes
- Warehouse
- Name
- Units
- SKU
- Subtotal
- Tax Rate (%)
- Discount (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Document Number
- Currency
- Due Date
- Shipping Address
- Shipping Postal Code
- Shipping City
- Shipping Province
- Shipping Country
- Sales Channel
- Tags
Action
Write
- Document ID
  Required
- Payment Date
  Required
- Payment Amount
  Required
- Treasury
Action
Write
- Document ID
  Required
- Recipient Email
  Required
- Subject
  Required
- Message
  Required
Action
Write
- Contact ID
  Required
- Name
- Contact Code
- Trade Name
- Email
- Mobile Phone
- Phone
- IBAN
- SWIFT
- Sepa Reference
- Sepa Date
- Address
- Citry
- Postal Code
- Province
- Country
- Country Code
Action
Write
- Contact Name
  Required
- Contact Email
- Contact Code
- Contact ID
- Contact Relationship
- Contact type
- Phone Number
- Mobile Phone
- Website
- Address
- City
- Postal Code
- Province
- Country
- IBAN
- Swift
- Sepa Reference
- Note
- Currency
- Language
- Tags
Action
Search or write

About Holded

The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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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 moreLearn moreHelpHelp

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Accounting

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