Float + Quaderno Integration

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

Leverage Float automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. 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 Float & Quaderno using Integrately.

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Ready Workflows For Float + Quaderno Integration

Just click on the workflow you want to automate

Create Float person from new Quaderno contact

If you're using Quaderno and Float to track time for your projects, you'll want to make sure that the contact you create in Quaderno is also created as a person in Float.

This will ensure that time tracked for that contact is attributed to the correct person in Float, and that you can easily generate reports and invoices for them.

But having to do this manually can be a lot of a pain. But never fear, there's an easy way to fix this! Just activate this automation, connect the accounts and you are all set.

Activate

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Create Your Own Float & Quaderno Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Task is created in Float
Triggers the automation when a new task is created
Logged time is created in Float
Triggers the automation when a log time is created
Logged time is updated in Float
Triggers the automation when a log time is modified
Person is created in Float
Triggers the automation when a new person is created
Project is created in Float
Triggers the automation when a new project is created
Client is created in Float
Triggers the automation when a new client is created
Time off is created in Float
Triggers the automation when a time off is created
Department is created in Float
Triggers the automation when a new department 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 task in Float
Creates a new task
Search task in Float
Searches for a task
Update task in Float
Updates the task with new information or changes
Create project in Float
Creates a new project
Search project in Float
Searches for a project
Create logged time in Float
Logs a new time entry
Update logged time in Float
Updates the logged time entries
Search logged time in Float
Searches for logged time
Create client in Float
Generates a new client profile
Create time off in Float
Creates a new time off entry
Create person in Float
Generates a new person
Create milestone in Float
Creates a milestone to track progress
Create department in Float
Generates a new department within the organization
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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Integrate Float & 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 Float or Quaderno With 1200+ Other Apps

Float is a resource scheduling app that enables you to schedule your team's resources within seconds. It provides features like real-time updates, accurate time tracking, and instant booking for all the members of your team.

See Float 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