Filestage + Quaderno Integration

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Create Your Own Filestage & Quaderno Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

File is created in Filestage
Triggers the automation when a particular action in the workflow fails
File is approved in Filestage
Triggers the automation when a particular action in the workflow fails
Review decision is submitted in Filestage
Triggers the automation when a review decision is submitted
Project is created in Filestage
Triggers the automation when a new project is created
Step is created in Filestage
Triggers the automation when a new step 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 project in Filestage
Creates a new project
Upload file in Filestage
Uploads a file to the particular location
Create step in Filestage
Generates a new step in the workflow
Add reviewer to step in Filestage
Assigns a reviewer to a step in the workflow
Create comment in Filestage
Generates a new comment
Archive/Unarchive project in Filestage
Manage project archiving and unarchiving based on pre-defined criteria
Move file to step in Filestage
Move a file to a step in the workflow
Create folder in Filestage
Creates a new folder in the designated location
Search comment by file in Filestage
Searches for comments by file
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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Want to automate something else in your workflow?

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

Say goodbye to sluggish email-based file sharing. Filestage organizes all files in a central location for all users to access and easily track changes across multiple versions.

See Filestage 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