Firmao + Quaderno Integration

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

Make use of Firmao 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. Skip the manual back and forth! Easily automate the flow of data between Firmao & Quaderno using Integrately.

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Ready Workflows For Firmao + Quaderno Integration

Just click on the workflow you want to automate

Create Firmao customer from new Quaderno invoice

If you're a small business owner who uses Quaderno to manage your finances, you may be wondering if there's a way to automatically create a customer profile in Firmao whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Firmao and Quaderno!

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Create Firmao task for new Quaderno invoice

If you use Quaderno to manage your invoice, you can also use Firmao to create and manage task associated with those invoice. Creating a task in Firmao will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.

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Create Firmao task for new Quaderno contact

With the growth of Quaderno, many companies are looking for ways to connect their Quaderno account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Firmao every time a contact is created in Quaderno.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.

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Create Your Own Firmao & Quaderno Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Customer is created in Firmao
Triggers the automation whenever a new customer is created
Task is created in Firmao
Triggers the automation whenever a new task is created
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 customer in Firmao
Automatically adds a new customer to the database
Create task in Firmao
Automatically creates a new task
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 Firmao & Quaderno In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

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

Firmao is web-based software that allows you to organize your business information. It helps create quotes and invoices, manage projects and tasks, integrate with a live chat widget, track leads and clients, and much more. Best of all, it's easy to use!

See Firmao 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