Integrate Salesmate with Quaderno
Send information between Salesmate and Quaderno automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new contact in Quaderno each time a new contact is created in Salesmate
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in Quaderno each time a new contact is created in Salesmate.
How it works
- The flow triggers when a new contact is created in Salesmate.
- Zoho Flow creates a new contact in Quaderno.
Generate a new contact in Quaderno each time a new contact is created in Salesmate
Salesmate + Quaderno
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Supported triggers and actions
Integrate Salesmate and Quaderno using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Activity created
Triggers when a new activity is created
Contact created
Triggers when a new contact is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
New contact
Triggers when a new contact is created
New invoice
Triggers when a new invoice is created
Abandoned checkout
Triggers when a checkout is abandoned
New refund
Triggers when a credit note is created
Successful checkout
Triggers when a checkout is successful
Failed checkout
Triggers when a checkout fails because of insufficient funds
New sale
Triggers when a new sales invoice or receipt is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create activity
Creates a new activity
Create company
Creates a new company
Create deal
Creates a new deal
Update deal
Updates the details of an existing deal
Update activity
Updates the details of an existing activity
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Fetch deal
Fetches the details of a deal by title or ID
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch activity
Fetches the details of an activity by title or ID
Fetch company
Fetches the details of a company by name, ID, or website
Create invoice
Creates a new invoice
Create invoice or receipt
Creates a sales invoice or receipt
Create contact
Creates a new contact
Create expense
Creates a new expense
Fetch invoice or receipt
Fetches an existing invoice or receipt by number
Fetch contact
Fetches an existing contact by email
What is Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
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 >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, Lakeside CNC Group
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Josh Lucas
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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
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Technical and Operations Head, TruAct
