Integrate EngageBay with Quaderno
Send information between EngageBay and Quaderno automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Quaderno whenever a new contact is added in EngageBay
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in Quaderno whenever a new contact is added in EngageBay.
How it works
- The flow triggers when a new contact is created in EngageBay.
- Zoho Flow creates a new contact in Quaderno.
Add a new contact in Quaderno whenever a new contact is added in EngageBay
EngageBay + Quaderno
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Supported triggers and actions
Integrate EngageBay and Quaderno using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact 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 task
Creates a new task
Create contact
Creates a new contact
Create deal
Creates a new deal
Create company
Creates a new company
Create event
Creates a new event
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
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 EngageBay?
EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.
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
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Webhook triggers
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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.
Learn more >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
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CEO, Fabricroot
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Technical and Operations Head, TruAct
