Connect Help Scout and Quaderno

Both apps 50Help Scout 23Quaderno 27

• Trigger
  New Conversation

  Polls for newly created conversations across mailboxes.

• Trigger
  New Customer

  Polls for newly created customers.

• Trigger
  New Mailbox

  Polls for newly created mailboxes.

• Trigger
  New User

  Polls for newly added users (team members).

• Action
  Add Customer Email

  Add an email address to a customer.

• Action
  Create Customer

  Create a new customer record.

• Action
  Create Note

  Add an internal note thread to a conversation.

• Action
  Create Thread (Reply)

  Add a reply thread to an existing conversation.

• Action
  Delete Conversation

  Delete a conversation by ID.

• Action
  Get Conversation

  Retrieve a single conversation by ID.

• Action
  Get Customer

  Retrieve a single customer by ID.

• Action
  Get Mailbox

  Retrieve a single mailbox by ID.

• Action
  Get User

  Retrieve a single user by ID.

• Action
  List Conversations

  List conversations, optionally filtered by mailbox, status, tag, or query.

• Action
  List Conversation Threads

  List all threads on a conversation.

• Action
  List Customers

  List customers, optionally filtered by email, mailbox, or query.

• Action
  List Mailboxes

  List all mailboxes in the account.

• Action
  List Mailbox Folders

  List the folders within a mailbox.

• Action
  List Tags

  List all tags in the account.

• Action
  List Users

  List all users (team members) in the account.

• Action
  Update Conversation

  Update a conversation's subject, status, mailbox, assignee, or owner via JSON Patch.

• Action
  Update Conversation Tags

  Replace the tags on a conversation.

• Action
  Update Customer

  Update a customer's profile fields.

• 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.