Connect ActiveTrail and Quaderno

Both apps 46ActiveTrail 19Quaderno 27

• Trigger
  Contact Added to Group

  Triggers when a contact is added to a group (any group).

• Trigger
  Contact Removed From Group

  Triggers when a contact is removed from a group (any group).

• Trigger
  Contact Unsubscribed

  Triggers when a contact unsubscribes from receiving further emails.

• Trigger
  Contact Updated

  Triggers when a contact record in ActiveTrail is updated via the API (status or details).

• Action
  Add Contact to Group

  Add a new or an existing contact to a specific group (The new contact will be created if not already exists).

• Action
  Add email campaign

  Creates a new email campaign for one or more groups, and either sends/schedules it or saves it as a draft.

• Action
  Add group

  Creates a new group in your ActiveTrail account and returns it.

• Action
  Add order

  Adds an order (or updates it if the order id already exists) to ActiveTrail Commerce, with its customer, amounts and products.

• Action
  Add template

  Create a template in My Templates.

• Action
  Delete group

  Deletes a group from the ActiveTrail account.

• Action
  Find Group

  Returns up to 100 groups whose name matches the search term.

• Action
  Get email campaign

  Retrieves an ActiveTrail email campaign by its id, including its details, design, template, A/B settings and e-commerce data.

• Action
  Get group

  Get a group's details (name, contact counts, creation date) by its id.

• Action
  Get order

  Returns a commerce order by your store's order id.

• Action
  Get template

  Returns one of your My Templates by id: its name, subject and category.

• Action
  List email campaigns

  Lists the account's email campaigns, optionally filtered by mailing list, content category, name, send type and last-updated date range.

• Action
  List groups

  Lists the groups in the ActiveTrail account, optionally filtered by group name.

• Action
  Remove Contact From Group

  Removes a contact from an ActiveTrail group. The contact itself stays in the account.

• Action
  Update group

  Rename an existing ActiveTrail group.

• Trigger
  New Contact

  Triggers when a new contact is created in Quaderno.

• Trigger
  New Invoice

  Triggers when a new invoice is created in Quaderno.

• Trigger
  New Sale

  Triggers when a new sale is recorded in Quaderno, i.e. a new invoice or receipt is created.

• Action
  Add invoice payment

  Records a payment against a Quaderno invoice. When total payments reach the invoice amount, the invoice is marked as paid.

• Action
  Add product

  Creates a new product in Quaderno that can be used as a line item on invoices, credit notes and expenses.

• Action
  Add receipt

  Creates a paid receipt in Quaderno for a completed sale, with its customer, line items and payment method.

• Action
  Calculate tax rate

  Calculates the tax rate and tax amount that applies to a sale for a given customer location and product type.

• Action
  Create Contact

  Creates a new contact (customer or vendor) in Quaderno and returns the created contact.

• Action
  Create Estimate

  Creates an estimate (proforma) in Quaderno for a customer, with line items, dates and notes.

• Action
  Create Expense

  Creates an expense in Quaderno for a vendor, with its line items, and returns the new expense.

• Action
  Create Invoice

  Creates an invoice for a customer with line items; optionally records full payment so the invoice is marked paid.

• Action
  Create Paid Invoice

  Creates an invoice for a customer and records a full payment against it, so the invoice is marked paid.

• Action
  Create Sale

  Records a sale in Quaderno, which calculates taxes and issues the matching invoice or receipt for the customer.

• Action
  Delete contact

  Permanently deletes a contact (customer or vendor) from your Quaderno account.

• Action
  Find Contact

  Finds contacts whose name, email or tax ID matches the search text, or whose payment-processor ID matches.

• Action
  Find Sale

  Finds sales (invoices) by invoice number, customer name or PO number, payment processor transaction id, customer, state or issue date range, and returns the matches.

• Action
  Get contact

  Returns a single Quaderno contact (customer or vendor) by its ID.

• Action
  Get Estimate

  Returns a single estimate (proforma) by its id, including its number, customer, line items, taxes and totals.

• Action
  Get Expense

  Returns the details of an existing expense in your Quaderno account.

• Action
  Get invoice

  Returns a single invoice by its id, including number, contact, line items, taxes, totals and payments.

• Action
  Get product

  Returns a single product (item) from your Quaderno account by its id, including its name, code, price and tax settings.

• Action
  Get Receipt

  Returns a receipt by its id, including number, totals, taxes, contact and payment details.

• Action
  Update contact

  Updates an existing Quaderno contact. Fields left blank keep their current values.

• Action
  Update invoice

  Updates the editable fields of an existing invoice: PO number, tags, payment details, notes, custom metadata and billing address.

• Action
  Update product

  Updates an existing product in Quaderno. Only the fields you fill in are changed.

• Action
  Validate tax ID

  Checks whether a customer's tax ID (EU/UK VAT, ABN, NZBN, QST, Swiss UID) is valid and belongs to a real business.

• Action
  Void invoice

  Voids an existing invoice in Quaderno and returns the voided invoice.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.