Quaderno + TimelinesAI Integration

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

    Triggers the automation whenever any invoice is added or modified

    Instant
  • Quaderno
    New sale is created in Quaderno

    Triggers the automation whenever a new sale is created

    Instant
  • Quaderno
    Credit note is created in Quaderno

    Triggers the automation whenever a new credit note is generated

    Instant
  • Quaderno
    Checkout is abandoned in Quaderno

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

    Instant
  • Quaderno
    Contact is created in Quaderno

    Triggers the automation whenever a new contact is created

    Instant
  • Quaderno
    Checkout is successful in Quaderno

    Triggers the automation whenever a checkout process is completed successfully

    Instant
  • Quaderno
    Checkout is failed in Quaderno

    Triggers the automation whenever a checkout process fails

    Instant
  • Quaderno
    Estimate is created in Quaderno

    Triggers the automation whenever a new estimate is created

    Instant
  • Quaderno
    Estimate is declined in Quaderno

    Triggers the automation whenever any estimate is declined

    Instant
  • Quaderno
    Estimate is accepted in Quaderno

    Triggers the automation whenever any estimate is accepted

    Instant
  • TimelinesAI
    Message is sent in TimelinesAI Instant
  • TimelinesAI
    Message is received in TimelinesAI

    Triggers the automation whenever a new message is sent

    Instant
2.
  • Quaderno
    Search contact in Quaderno

    Automatically searches for a contact

  • Quaderno
    Create an invoice in Quaderno

    Automatically generates a new invoice

  • Quaderno
    Create a paid invoice in Quaderno

    Automatically generates a new paid invoice

  • Quaderno
    Get contact by ID in Quaderno

    Automatically retrieves a contact's information based on their ID

  • Quaderno
    Create a sale in Quaderno

    Automatically records a new sale

  • Quaderno
    Search sale in Quaderno

    Automatically retrieves details of a sale

  • Quaderno
    Create a contact in Quaderno

    Automatically adds a new contact to the contact list

  • Quaderno
    Create an expense in Quaderno

    Automatically creates a new expense entry

  • Quaderno
    Create an estimate in Quaderno

    Automatically generates a new estimate for a customer

  • TimelinesAI
    Send message to phone number in TimelinesAI

    Automatically sends a message to a phone number

  • TimelinesAI
    Search file by name in TimelinesAI

    Automatically sends a message to an existing chat

  • TimelinesAI
    Send message to existing chat with uploaded file in TimelinesAI
  • TimelinesAI
    Upload file in TimelinesAI

    Automatically uploads a file to the particular location

  • TimelinesAI
    Send message to existing chat in TimelinesAI

    Automatically sends a message with an uploaded file to an existing chat

  • TimelinesAI
    Close chat in TimelinesAI

    Triggers the automation whenever a new message is received

  • TimelinesAI
    Search chat by name in TimelinesAI

    Automatically find files based on their names

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