Integrate Act! 365 with Quaderno
Send information between Act! 365 and Quaderno automatically, without writing any code, using Zoho Flow.
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Create a new contact is in Quaderno each time a new contact is created in Act! 365
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Quaderno each time a new contact is created in Act! 365.
How it works
- The flow triggers when a new contact is created in Act! 365.
- Zoho Flow creates a new contact in Quaderno.
Create a new contact is in Quaderno each time a new contact is created in Act! 365
Act! 365 + Quaderno
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Supported triggers and actions
Integrate Act! 365 and Quaderno using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Opportunity created
Triggers when a new opportunity is created
To-do created
Triggers when a new to-do is created
Contact created
Triggers when a new contact is created
New refund
Triggers when a credit note is created
Successful checkout
Triggers when a checkout is successful
New invoice
Triggers when a new invoice is created
Abandoned checkout
Triggers when a checkout is abandoned
New contact
Triggers when a new contact is created
Failed checkout
Triggers when a checkout fails because of insufficient funds
New sale
Triggers when a new sales invoice or receipt is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create to-do
Creates a new to-do
Create opportunity
Creates a new opportunity
Fetch contact by email
Fetches the details of an existing contact by email address
Create expense
Creates a new expense
Create invoice
Creates a new invoice
Create invoice or receipt
Creates a sales invoice or receipt
Create contact
Creates a new contact
Fetch invoice or receipt
Fetches an existing invoice or receipt by number
Fetch contact
Fetches an existing contact by email
What is Act! 365?
Act! 365 is a sales pipeline and marketing app designed to help businesses find new leads faster and close more deals.
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What is Quaderno?
Quaderno is accounting software that you can use to calculate taxes in real time, send automatic receipts, and file tax returns.
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