Integrate Salesmate with Quaderno

Send information between Salesmate and Quaderno automatically, without writing any code, using Zoho Flow.

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Generate a new contact in Quaderno each time a new contact is created in Salesmate

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in Quaderno each time a new contact is created in Salesmate.

How it works
  1. The flow triggers when a new contact is created in Salesmate.
  2. Zoho Flow creates a new contact in Quaderno.
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Generate a new contact in Quaderno each time a new contact is created in Salesmate

Salesmate + Quaderno

Build your own integrations between Salesmate and Quaderno

Connect Salesmate and Quaderno with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Salesmate and Quaderno using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Activity created

Triggers when a new activity is created

Contact created

Triggers when a new contact is created

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company is created

Abandoned checkout

Triggers when a checkout is abandoned

New invoice

Triggers when a new invoice is created

Successful checkout

Triggers when a checkout is successful

New refund

Triggers when a credit note is created

New sale

Triggers when a new sales invoice or receipt is created

Failed checkout

Triggers when a checkout fails because of insufficient funds

New contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create activity

Creates a new activity

Create company

Creates a new company

Create deal

Creates a new deal

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Update deal

Updates the details of an existing deal

Update activity

Updates the details of an existing activity

Fetch deal

Fetches the details of a deal by title or ID

Fetch contact

Fetches the details of a contact by name, ID, or email

Fetch activity

Fetches the details of an activity by title or ID

Fetch company

Fetches the details of a company by name, ID, or website

Create invoice

Creates a new invoice

Create contact

Creates a new contact

Create invoice or receipt

Creates a sales invoice or receipt

Create expense

Creates a new expense

Fetch invoice or receipt

Fetches an existing invoice or receipt by number

Fetch contact

Fetches an existing contact by email

What is Salesmate?

Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.

CRM

What is Quaderno?

Quaderno is accounting software that you can use to calculate taxes in real time, send automatic receipts, and file tax returns.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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