Integrate Act! 365 with Quaderno
Send information between Act! 365 and Quaderno automatically, without writing any code, using Zoho Flow.
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Create a new contact is in Quaderno each time a new contact is created in Act! 365
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Quaderno each time a new contact is created in Act! 365.
How it works
- The flow triggers when a new contact is created in Act! 365.
- Zoho Flow creates a new contact in Quaderno.
Create a new contact is in Quaderno each time a new contact is created in Act! 365
Act! 365 + Quaderno
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Supported triggers and actions
Integrate Act! 365 and Quaderno using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Opportunity created
Triggers when a new opportunity is created
To-do created
Triggers when a new to-do is created
Abandoned checkout
Triggers when a checkout is abandoned
Failed checkout
Triggers when a checkout fails because of insufficient funds
New contact
Triggers when a new contact is created
New refund
Triggers when a credit note is created
New sale
Triggers when a new sales invoice or receipt is created
New invoice
Triggers when a new invoice is created
Successful checkout
Triggers when a checkout is successful
All Actions - Actions are the automated tasks
Create to-do
Creates a new to-do
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Fetch contact by email
Fetches the details of an existing contact by email address
Create invoice
Creates a new invoice
Create contact
Creates a new contact
Create invoice or receipt
Creates a sales invoice or receipt
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 Act! 365?
Act! 365 is a sales pipeline and marketing app designed to help businesses find new leads faster and close more deals.
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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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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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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