Integrate Zoho CRM with Quaderno

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

Explore prebuilt integration flows to get started

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Create an invoice in Quaderno for the latest closed deals in Zoho CRM

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will create a fresh invoice in Quaderno for every finalised deal in Zoho CRM.

How it works
  1. The flow triggers when an existing deal is updated in Zoho CRM.
  2. Zoho Flow creates a new invoice in Quaderno.
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Create an invoice in Quaderno for the latest closed deals in Zoho CRM

Zoho CRM + Quaderno

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Create a new contact in Quaderno whenever a new contact is created in Zoho CRM

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

How it works
  1. The flow triggers when a new contact is created in Zoho CRM.
  2. Zoho Flow creates a new contact in Quaderno.
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Create a new contact in Quaderno whenever a new contact is created in Zoho CRM

Zoho CRM + Quaderno

Build your own integrations between Zoho CRM and Quaderno

Connect Zoho CRM and Quaderno with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho CRM and Quaderno using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Updated deal

Triggers when an existing deal is updated

New user

Triggers when a new user is created

User created or updated

Triggers when the details of an existing user are created or updated

New module

Triggers when a new module is created

New note

Triggers when a new note is added

Entry created or updated

Triggers when a record entry is created or updated

Updated module entry

Triggers when an entry is updated in the selected module

New contact

Triggers when a new contact is created

New lead

Triggers when a new lead is created

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

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

Draft email template

Drafts an email based on the selected template

Add user

Adds a new user

Add tags

Adds tags to the specified record

Convert lead to contact

Converts a lead to a contact

Update related module entry

Relates an entry in this module with an entry in another module

Update module entry

Updates the specified module entry

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Send mail merge

Sends a mail merge with details of the selected record

Raise signal

Raises a signal to Zoho CRM

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Send email template

Sends an email to the specified users

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Add note

Adds a note to the selected module

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Remove tags

Removes tags from the specified record

Update user

Updates the details of an existing user based on user ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch event

Fetches an event by its title or unique ID

Fetch lead

Fetches a lead by email address or unique ID

Fetch account

Fetches an account by its name or unique ID

Fetch contact

Fetches a contact by email address, unique ID, or name

Clone module entry

Clones an existing module entry

Fetch inventory template

Fetches an inventory template using ID

Fetch user

Fetches the details of an existing user by name or email address

Fetch email template

Fetches an email template by name

Delete module entry

Deletes the specified entry

Cancel call

Cancels a event

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

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 Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

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.

Learn more >

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.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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