Integrate Kylas with Quaderno

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

Explore prebuilt integration flows to get started

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Generate an invoice in Quaderno for newly closed deals in Kylas

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate a new invoice in Quaderno each time a deal is closed in Kylas.

How it works
  1. The flow triggers when the details of an existing deal are updated in Kylas.
  2. Zoho Flow creates a new invoice in Quaderno.
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Generate an invoice in Quaderno for newly closed deals in Kylas

Kylas + Quaderno

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Create a new contact is in Quaderno each time a new contact is created in Kylas

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in Quaderno each time a new contact is created in Kylas.

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

Kylas + Quaderno

Build your own integrations between Kylas and Quaderno

Connect Kylas and Quaderno with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Kylas and Quaderno using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact updated

Triggers when the details of an existing contact are updated

Contact created or updated

Triggers when a contact is created or updated

Deal updated

Triggers when the details of an existing deal are updated

Lead created

Triggers when a new lead is created

Company created

Triggers when a new company is created

Task created

Triggers when a new task is created

Contact created

Triggers when a new contact is created

Company updated

Triggers when the details of an existing company are updated

Lead updated

Triggers when the details of an existing lead are updated

Deal created or updated

Triggers when a deal is created or updated

Lead created or updated

Triggers when a lead is created or updated

Deal created

Triggers when a new deal is created

Task updated

Triggers when the details of an existing task are updated

Call logs created or updated

Triggers when a call log is created or updated

Company created or updated

Triggers when a company is created or updated

Task created or updated

Triggers when a task is created or 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 contact

Creates a new contact

Create lead

Creates a new lead

Create company

Creates a new company

Create task

Creates a new task

Create deal

Creates a new deal

Create product or service

Creates a new product or service

Update task

Updates the details of an existing task

Close deal

Closes the specified deal

Update lead

Updates the details of an existing lead

Update deal

Updates the details of an existing deal

Update product or service

Updates the details of an existing product or service

Update company

Updates the details of an existing company

Update contact

Updates the details of an existing contact

Close lead

Close the specified lead

Fetch product or service

Fetches the details of an existing product or service using ID

Fetch lead

Fetches the details of an existing lead using ID

Fetch deal

Fetches the details of an existing deal using ID

Fetch task

Fetches the details of an existing task using ID

Fetch company

Fetches the details of an existing company using ID

Fetch contact

Fetches the details of an existing contact using ID

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 Kylas?

Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.

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.

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.

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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

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