Connect PartnerStack and Quaderno

Both apps 45PartnerStack 18Quaderno 27

• Trigger
  New Application Event

  Triggers when a partner application is submitted or changes (for example, approved or declined).

• Trigger
  New Customer Event

  Triggers when a customer is created or updated in your PartnerStack program.

• Trigger
  New Deal Event

  Triggers when a deal is created or updated (for example, its stage, amount or close date changes).

• Trigger
  New Lead Event

  Triggers when a lead is created or updated (for example, approved, declined or closed).

• Trigger
  New Partnership Event

  Triggers when a partnership is created or updated in your PartnerStack program.

• Trigger
  New Reward Event

  Triggers when a reward is created or changes (for example, declined, restored or updated).

• Trigger
  New Transaction Event

  Triggers when a transaction is recorded or changes.

• Action
  Create Action

  Records an action a partner or customer performed (for example, posted in a forum), creating any reward tied to that action.

• Action
  Create Deal

  Creates a new deal attributed to the partner who registered it.

• Action
  Create Lead

  Creates a new lead attributed to the partner who referred it.

• Action
  Create Partner

  Creates a new partner (partnership) in your PartnerStack program and optionally emails them an invitation.

• Action
  Create Transaction

  Records a customer payment transaction so the referring partner is rewarded.

• Action
  Find Customer

  Looks up a customer by their customer key (or email) and returns their details.

• Action
  Find Lead

  Looks up a lead by its lead key and returns its details.

• Action
  Find Partner

  Finds a partner by their email address and returns the matching partnership.

• Action
  Update Customer

  Updates an existing customer's details, such as their name, email, or payment provider key.

• Action
  Update Deal

  Updates an existing deal, such as its stage, amount, or close date.

• Action
  Update Lead

  Updates an existing lead, such as its status, approval, or amount.

• 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.