Quaderno + Sertifier Integration

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Create Your Own Quaderno & Sertifier 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
Email template is created in Sertifier
Triggers the automation whenever an engagement action is created or modified
Detail is created in Sertifier
Triggers the automation whenever a new detail is created
Certificate design is created in Sertifier
Triggers the automation whenever a new certificate design is created
Delivery is created in Sertifier
Triggers the automation whenever a package or item is delivered
Custom attributes is created in Sertifier
Triggers the automation whenever a new custom attribute is created
Badge design is created in Sertifier
Triggers the automation whenever a new badge design is added

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
Add recipient to a Delivery in Sertifier
Automatically adds a recipient to a delivery list
Create detail & delivery dynamically in Sertifier
Automatically generates customized details and deliver them dynamically based on user preferences
Create detail in Sertifier
Automatically creates a new detail entry
Create delivery in Sertifier
Automatically creates a new delivery entry

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Want to automate something else in your workflow?

You Can Also Connect Quaderno or Sertifier 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

Sertifier is a platform that allows users to design, send and store smart certificates using blockchain. Users can also use it as a place to display their certificates.

See Sertifier Integrations