Connect Chaport and Quaderno

Both apps 47Chaport 20Quaderno 27

• Trigger
  Chat Closed (instant)

  Fires when a chat is closed. Webhook event: chat.closed.

• Trigger
  Chat Finished

  Triggers when chat is finished.

• Trigger
  Chat Stage Updated (instant)

  Fires when a chat's stage changes. Webhook event: chat.stageUpdated.

• Trigger
  Message Read (instant)

  Fires when a message is read. Webhook event: message.read.

• Trigger
  New Chat Started

  Triggers when chat is started.

• Trigger
  New Message Sent (instant)

  Fires when a new message is sent in a chat. Webhook event: message.sent.

• Trigger
  New Visitor (instant)

  Fires when a new visitor is created. Webhook event: visitor.created.

• Trigger
  Visitor Updated

  Triggers when visitor data is updated.

• Action
  Create an Operator

  Adds a new operator to your Chaport account and returns the created operator.

• Action
  Delete a Message

  Deletes one message from a Chaport chat. Identify the visitor and the message you want removed.

• Action
  Delete an Operator

  Removes an operator from your Chaport account.

• Action
  List Operators

  Returns every operator in your Chaport account, with each operator's name, email, role and status.

• Action
  List Visitors

  Returns the visitors in your Chaport account, one page at a time.

• Action
  Retrieve an Operator

  Returns one Chaport operator with their name, email, role, job title and current status.

• Action
  Retrieve a Visitor

  Returns one Chaport visitor with their name, contact details, notes and any custom data held about them.

• Action
  Retrieve Last Visitor Chat

  Returns a visitor's most recent Chaport chat, including its stage, operators and — when asked for — the transcript.

• Action
  Send a Message

  Posts a message into a Chaport visitor's chat, starting a chat if there isn't one open.

• Action
  Update an Operator

  Updates a Chaport operator's details. Anything you leave blank keeps its current value.

• Action
  Update a Visitor

  Updates an existing Chaport visitor's contact details, notes and custom data. Only the fields you fill in are changed; blank fields are left untouched.

• Action
  Update Operator Status

  Sets a Chaport operator's availability status, such as online or offline, optionally for a limited time.

• 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.