Integrate Salesflare with Quaderno

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

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Generate a new contact in Quaderno each time a new contact is created in Salesflare

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Quaderno whenever a new contact is created in Salesflare.

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

Salesflare + Quaderno

Build your own integrations between Salesflare and Quaderno

Connect Salesflare 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 Salesflare and Quaderno using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New account

Triggers when a new account is created

New task

Triggers when a new task is created

New opportunity

Triggers when a new opportunity 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 opportunity

Creates a new opportunity

Add contact to account

Adds an existing contact to the selected account

Create call

Creates a new call

Create account

Creates a new account

Add user to account

Adds an existing user to the selected account

Create contact

Creates a new contact

Create meeting

Creates a new meeting

Create task

Creates a new task

Fetch person

Fetches a person by ID, name, or email

Fetch opportunity

Fetches an opportunity by ID, name, or account

Fetch contact

Fetches a contact by ID, name, email, phone, account, or tags

Fetch pipeline stage

Fetches a pipeline stage by stage ID, stage name, or pipeline name

Fetch user

Fetches a user by ID, name, or email

Fetch account

Fetches an account by ID, name, domain, or tags

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 Salesflare?

Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.

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.

Learn more >

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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