Integrate Agendor with Quaderno

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

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Create an invoice in Quaderno for recently won deals in Agendor

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate an invoice in Quaderno whenever a deal is closed in Agendor.

How it works
  1. The flow triggers when a the details of a deal is updated in Agendor.
  2. Zoho Flow creates a new invoice in Quaderno.
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Create an invoice in Quaderno for recently won deals in Agendor

Agendor + Quaderno

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Connect Agendor 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 Agendor and Quaderno using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created

Triggers when a new deal is created

Person updated

Triggers when the details of a person is updated

Person created

Triggers when a new person is created

Company created

Triggers when a new company is created

Deal updated

Triggers when a the details of a deal is updated

Company updated

Triggers when the details of a company is updated

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 company deal

Creates a new company deal

Create person

Creates a person .

Create company

Creates a new company

Create person deal

Creates a person deal

Update deal status

Updates the status of the specified deal

Update person

Updates the details of the specified person

Update company

Updates the details of the specified company

Update deal

Updates the basic details of the specified deal

Fetch company

Fetches the details of an existing company

Fetch person

Fetch the details of the specified person

Fetch user

Fetches the details of the specified user

Create invoice or receipt

Creates a sales invoice or receipt

Create contact

Creates a new contact

Create expense

Creates a new expense

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 Agendor?

Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions and more.

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.

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Logic

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Custom functions

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

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