Agile CRM + Quaderno Integration

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Create Your Own Agile CRM & Quaderno Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Agile CRM
Triggers the automation when a new contact is created
Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
Deal is created in Agile CRM
Triggers the automation when a deal is created
Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
Task is created in Agile CRM
Triggers the automation when a new task is created
Event is created in Agile CRM
Triggers the automation when a new event is created
Case is created in Agile CRM
Triggers the automation when a new case is created
Invoice is created in Quaderno
Triggers the automation when any invoice is added or modified
Instant
New sale is created in Quaderno
Triggers the automation when a new sale is created
Instant
Credit note is created in Quaderno
Triggers the automation when a new credit note is generated
Instant
Checkout is abandoned in Quaderno
Triggers the automation when a checkout process is started but not completed
Instant
Contact is created in Quaderno
Triggers the automation when a new contact is created
Instant
Checkout is successful in Quaderno
Triggers the automation when a checkout process is completed successfully
Instant
Checkout is failed in Quaderno
Triggers the automation when a checkout process fails
Instant
Estimate is created in Quaderno
Triggers the automation when a new estimate is created
Instant
Estimate is declined in Quaderno
Triggers the automation when any estimate is declined
Instant
Estimate is accepted in Quaderno
Triggers the automation when any estimate is accepted
Instant

Create contact in Agile CRM
Adds a new contact to the database
Update contact in Agile CRM
Updates contact information with new details
Add score to contact in Agile CRM
Assigns a score to a contact
Add tag to contact in Agile CRM
Assigns a tag to a contact
Create deal in Agile CRM
Generates a new deal with
Create task in Agile CRM
Creates a new task
Add note in Agile CRM
Adds a note to the selected item
Search contact in Agile CRM
Finds and retrieves contact information
Search company in Agile CRM
Finds information about a company
Create company in Agile CRM
Generates a new company profile with given details
Subscribe to campaign in Agile CRM
Subscribes to a campaign
Add event in Agile CRM
Schedule an event
Search contact in Quaderno
Searches for a contact
Create an invoice in Quaderno
Generates a new invoice
Create a paid invoice in Quaderno
Generates a new paid invoice
Get contact by ID in Quaderno
Retrieves a contact's information based on their id
Create a sale in Quaderno
Records a new sale
Search sale in Quaderno
Retrieves details of a sale
Create a contact in Quaderno
Adds a new contact to the contact list
Create an expense in Quaderno
Creates a new expense entry
Create an estimate in Quaderno
Generates a new estimate for a customer

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You Can Also Connect Agile CRM or Quaderno With 1200+ Other Apps

Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.

See Agile CRM Integrations

No more spreadsheets or confusing tax reports. Quaderno automates everything. With just a few clicks, you can get your sales tax report, invoice and receipt done in minutes. It's that simple!

See Quaderno Integrations