Quaderno + Relatel Integration

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Quaderno + Relatel Integration
1.
  • Quaderno
    Invoice is created in Quaderno

    Triggers the automation when any invoice is added or modified

    Instant
  • Quaderno
    New sale is created in Quaderno

    Triggers the automation when a new sale is created

    Instant
  • Quaderno
    Credit note is created in Quaderno

    Triggers the automation when a new credit note is generated

    Instant
  • Quaderno
    Checkout is abandoned in Quaderno

    Triggers the automation when a checkout process is started but not completed

    Instant
  • Quaderno
    Contact is created in Quaderno

    Triggers the automation when a new contact is created

    Instant
  • Quaderno
    Checkout is successful in Quaderno

    Triggers the automation when a checkout process is completed successfully

    Instant
  • Quaderno
    Checkout is failed in Quaderno

    Triggers the automation when a checkout process fails

    Instant
  • Quaderno
    Estimate is created in Quaderno

    Triggers the automation when a new estimate is created

    Instant
  • Quaderno
    Estimate is declined in Quaderno

    Triggers the automation when any estimate is declined

    Instant
  • Quaderno
    Estimate is accepted in Quaderno

    Triggers the automation when any estimate is accepted

    Instant
  • Relatel
    Call is created in Relatel

    Triggers the automation when a new call is made

2.
  • Quaderno
    Search contact in Quaderno

    Searches for a contact

  • Quaderno
    Create an invoice in Quaderno

    Generates a new invoice

  • Quaderno
    Create a paid invoice in Quaderno

    Generates a new paid invoice

  • Quaderno
    Get contact by ID in Quaderno

    Retrieves a contact's information based on their id

  • Quaderno
    Create a sale in Quaderno

    Records a new sale

  • Quaderno
    Search sale in Quaderno

    Retrieves details of a sale

  • Quaderno
    Create a contact in Quaderno

    Adds a new contact to the contact list

  • Quaderno
    Create an expense in Quaderno

    Creates a new expense entry

  • Quaderno
    Create an estimate in Quaderno

    Generates a new estimate for a customer

  • Relatel
    Update do not disturb in Relatel

    Updates the 'do-not-disturb' status

  • Relatel
    Add employee in to group in Relatel

    Adds employee to particular group within the organization

  • Relatel
    Change outgoing number for calls in Relatel

    Updates the caller id for outgoing calls

  • Relatel
    Remove employee from group in Relatel

    Removes an employee from a group

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