Quaderno + Sellsy Integration

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

Set up Quaderno automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Make use of Sellsy automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Quaderno + Sellsy integration.

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Ready Workflows For Quaderno + Sellsy Integration

Just click on the workflow you want to automate

Create Sellsy company 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 company profile in Sellsy whenever an invoice is created.

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

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Create Sellsy 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 Sellsy 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 Sellsy contact for new Quaderno contact

If you are using Quaderno, then you may want to also use Sellsy to manage your customer relationships. With the help of this automation, whenever you create a contact in Quaderno, a corresponding contact will be created in Sellsy.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?

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Create Sellsy task for new Quaderno invoice

If you use Quaderno to manage your invoice, you can also use Sellsy to create and manage task associated with those invoice. Creating a task in Sellsy 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 Sellsy deal for new Quaderno invoice

Quaderno + Sellsy Integration

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Create Your Own Quaderno & Sellsy Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

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
Contact is created in Sellsy
Triggers the automation whenever a new contact is created
Instant
Contact is updated in Sellsy
Triggers the automation whenever a contact is updated
Instant
Opportunity is created in Sellsy
Triggers the automation whenever any opportunity is updated
Instant
Opportunity status is changed in Sellsy
Triggers the automation whenever the status of any opportunity changes
Instant
Task is updated in Sellsy
Triggers the automation whenever any task is updated
Instant
Task is deleted in Sellsy
Triggers the automation whenever a task is deleted
Instant
Task is created in Sellsy
Triggers the automation whenever a new task is created
Instant
Company is created in Sellsy
Triggers the automation whenever a new company is created
Instant
Company is updated in Sellsy
Triggers the automation whenever a company is updated
Instant

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
Create a company in Sellsy
Automatically creates a new company record
Update company in Sellsy
Automatically updates company information
Search company by name in Sellsy
Automatically searches for a company using its name
Create a contact in Sellsy
Automatically adds a new contact to the contact list
Search contact by email in Sellsy
Automatically finds and retrieves contact information using their email address
Update contact in Sellsy
Automatically updates contact information
Create an opportunity in Sellsy
Automatically creates a new sales opportunity
Create a task in Sellsy
Automatically creates a new task

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Integrate Quaderno & Sellsy In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

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

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