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
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
- The flow triggers when an existing deal is updated in Zoho CRM.
- Zoho Flow creates a new invoice in Quaderno.
Create an invoice in Quaderno for the latest closed deals in Zoho CRM
Zoho CRM + Quaderno
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
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow creates a new contact in Quaderno.
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 750+ 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
Entry created or updated
Triggers when a record entry is created or updated
New lead
Triggers when a new lead is created
New user
Triggers when a new user is created
Updated deal
Triggers when an existing deal is updated
New module
Triggers when a new module is created
User created or updated
Triggers when the details of an existing user are created or updated
New contact
Triggers when a new contact is created
Updated module entry
Triggers when an entry is updated in the selected module
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New note
Triggers when a new note is added
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
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
All Actions - Actions are the automated tasks
Send email template
Sends an email to the specified users
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Raise signal
Raises a signal to Zoho CRM
Add user
Adds a new user
Update module entry
Updates the specified module entry
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Remove tags
Removes tags from the specified record
Convert lead to contact
Converts a lead to a contact
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add tags
Adds tags to the specified record
Update related module entry
Relates an entry in this module with an entry in another module
Send mail merge
Sends a mail merge with details of the selected record
Add note
Adds a note to the selected module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update user
Updates the details of an existing user based on user ID
Fetch event
Fetches an event by its title or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch user
Fetches a user by name or email address
Fetch inventory template
Fetches an inventory template using ID
Fetch email template
Fetches an email template by name
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Delete module entry
Deletes the specified entry
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 contact
Creates a new contact
Create invoice or receipt
Creates a sales invoice or receipt
Create invoice
Creates a new invoice
Fetch contact
Fetches an existing contact by email
Fetch invoice or receipt
Fetches an existing invoice or receipt by number
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.
Similar apps
What is Quaderno?
Quaderno is accounting software that you can use to calculate taxes in real time, send automatic receipts, and file tax returns.
Similar apps
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.
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
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
