Prefinery + Quaderno Integration

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

Set up Prefinery automations to send personalized campaigns, capture leads from various sources, and track campaign performance. 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 Prefinery & Quaderno using Integrately.

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Ready Workflows For Prefinery + Quaderno Integration

Just click on the workflow you want to automate

Create Prefinery user for new Quaderno contact

Quaderno + Prefinery Integration

Activate

Create Prefinery user for new Quaderno invoice

Quaderno + Prefinery Integration

Activate

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Create Your Own Prefinery & Quaderno Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

User is created in Prefinery
Triggers the automation whenever a new user is created
Instant
User applied for campaign in Prefinery
Triggers the automation whenever a user applies for a prelaunch or referral campaign
Instant
User is invited in Prefinery
Triggers the automation whenever a user is invited
Instant
User actively participates in Prefinery
Triggers the automation whenever a user actively participates in an event
Instant
User is rejected in Prefinery
Triggers the automation whenever a user is rejected
Instant
User has resubscribed in Prefinery
Triggers the automation whenever a user re-subscribes
Instant
User is suspended in Prefinery
Triggers the automation whenever user account is suspended
Instant
User is unconfirmed in Prefinery
Triggers the automation whenever a user is unconfirmed
Instant
User is updated in Prefinery
Triggers the automation whenever the details of any are updated
Instant
User is imported in Prefinery
Triggers the automation whenever a new user is imported
Instant
User is deleted in Prefinery
Triggers the automation whenever any user is deleted
Instant
Referral created in Prefinery
Triggers the automation whenever a referral is created
Instant
Reward earned in Prefinery
Triggers the automation whenever a reward is earned
Instant
Reward delivered in Prefinery
Triggers the automation whenever a reward is delivered
Instant
Reward revoked in Prefinery
Triggers the automation whenever a reward is taken away
Instant
User has unsubscribed in Prefinery
Triggers the automation whenever a user unsubscribes from emails
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 user in Prefinery
Automatically generates a new user account
Unsubscribe user in Prefinery
Automatically removes user from mailing list
Trigger rewards in Prefinery
Automatically triggers rewards
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 Prefinery & 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 Prefinery or Quaderno With 1200+ Other Apps

Prefinery is a ready-to-go automated referral platform that will help you get more users, on autopilot. Generate referrals and promote your app with multiple options of sharing the unique referral link.

See Prefinery 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