Apptivo + Quaderno Integration

Connect Apptivo to Quaderno - Automate your workflows in 1-click

Make use of Apptivo automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Quaderno automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. And automate all the repetitive tasks between Apptivo & Quaderno using Integrately.

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Ready Workflows For Apptivo + Quaderno Integration

Just click on the workflow you want to automate

Create Apptivo contact for new Quaderno contact

If you are using Quaderno, then you may want to also use Apptivo to manage your customer relationships. With the help of this automation, whenever you create a contact in Quaderno, a corresponding contact will be created in Apptivo.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?

Activate

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Create Your Own Apptivo & Quaderno Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Case is created in Apptivo
Triggers the automation whenever a new case is created
Instant
Case is updated in Apptivo
Triggers the automation whenever any case is updated
Instant
Case is deleted in Apptivo
Triggers the automation whenever any case is deleted
Instant
Contact is created in Apptivo
Triggers the automation whenever a new contact is created
Instant
Contact is updated in Apptivo
Triggers the automation whenever a contact is updated
Instant
Opportunity is created in Apptivo
Triggers the automation whenever any opportunity is updated
Instant
Opportunity is updated in Apptivo
Triggers the automation whenever any opportunity is updated
Instant
Opportunity is deleted in Apptivo
Triggers the automation whenever any opportunity is deleted
Instant
Customer is created in Apptivo
Triggers the automation whenever a new customer is created
Instant
Customer is updated in Apptivo
Triggers the automation whenever customer details are updated
Instant
Customer is deleted in Apptivo
Triggers the automation whenever a customer is removed from the database
Instant
Contact is deleted in Apptivo
Triggers the automation whenever a contact is removed from the particular list
Instant
Project is created in Apptivo
Triggers the automation whenever a new project is created
Instant
Project is updated in Apptivo
Triggers the automation whenever a project is updated
Instant
Project is deleted in Apptivo
Triggers the automation whenever a project is deleted
Instant
Lead is created in Apptivo
Triggers the automation whenever a new lead is created
Instant
Lead is updated in Apptivo
Triggers the automation whenever the lead information is updated
Instant
Lead is deleted in Apptivo
Triggers the automation whenever a lead is removed from the system
Instant
Invoice is created in Quaderno
Triggers the automation whenever any invoice is added or modified
Instant
New sale is created in Quaderno
Triggers the automation whenever a new sale is created
Instant
Credit note is created in Quaderno
Triggers the automation whenever a new credit note is generated
Instant
Checkout is abandoned in Quaderno
Triggers the automation whenever a checkout process is started but not completed
Instant
Contact is created in Quaderno
Triggers the automation whenever a new contact is created
Instant
Checkout is successful in Quaderno
Triggers the automation whenever a checkout process is completed successfully
Instant
Checkout is failed in Quaderno
Triggers the automation whenever a checkout process fails
Instant
Estimate is created in Quaderno
Triggers the automation whenever a new estimate is created
Instant
Estimate is declined in Quaderno
Triggers the automation whenever any estimate is declined
Instant
Estimate is accepted in Quaderno
Triggers the automation whenever any estimate is accepted
Instant

Create contact in Apptivo
Automatically adds a new contact to the database
Search contact in Apptivo
Automatically finds and retrieves contact information
Create lead in Apptivo
Automatically generates new leads for potential customers
Search lead by email in Apptivo
Automatically retrieves information for a particular lead using their email
Create customer in Apptivo
Automatically adds a new customer to the database
Create opportunity in Apptivo
Automatically creates a new instance of the support system
Search customer by customer number in Apptivo
Automatically retrieves customer information based on customer number input
Search opportunity by name in Apptivo
Automatically searches for a opportunity by its name
Search case by Email in Apptivo
Automatically retrieves a case using an email address
Search contact in Quaderno
Automatically searches for a contact
Create an invoice in Quaderno
Automatically generates a new invoice
Create a paid invoice in Quaderno
Automatically generates a new paid invoice
Get contact by ID in Quaderno
Automatically retrieves a contact's information based on their ID
Create a sale in Quaderno
Automatically records a new sale
Search sale in Quaderno
Automatically retrieves details of a sale
Create a contact in Quaderno
Automatically adds a new contact to the contact list
Create an expense in Quaderno
Automatically creates a new expense entry
Create an estimate in Quaderno
Automatically generates a new estimate for a customer

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Integrate Apptivo & Quaderno In 1 Click
And Save Time & Money Both

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Want to automate something else in your workflow?

You Can Also Connect Apptivo or Quaderno With 1200+ Other Apps

Apptivo is a comprehensive cloud suite for businesses, offering integrated CRM, project management, invoicing, and more. It helps you streamline operations, connect with your favorite services, and enjoy superior support.

See Apptivo 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