Connect Quaderno to Chili Piper

Both apps 55Quaderno 27Chili Piper 28

• 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.

• Action
  Add data field

  Creates and publishes a custom data field on people or companies in Chili Piper.

• Action
  Add meeting

  Books a meeting for one host on one of their personal meeting types with a primary guest, sending calendar invites immediately.

• Action
  Add meeting type

  Creates a reusable team meeting type (name, duration, location, invite content, availability and schedule) in a Chili Piper workspace.

• Action
  Add user

  Creates a new user in your Chili Piper organization, optionally emailing them an invitation right away.

• Action
  Add workspace

  Creates a new, empty workspace in your Chili Piper organization and returns it.

• Action
  Cancel Meeting

  Cancels a Chili Piper meeting.

• Action
  Delete meeting type

  Permanently deletes a team meeting type. Scheduling links or routers that use it stop working.

• Action
  Delete workspace

  Deletes a Chili Piper workspace; its members and Workspace Managers lose access to it. Returns the deleted workspace.

• Action
  Find available meeting slots

  Returns the bookable meeting start times for a meeting type and set of attendees over a time window.

• Action
  Find User

  Finds Chili Piper users whose email or name matches the search text.

• Action
  Find users by filter

  Returns Chili Piper users matching a combination of search text, emails, user IDs, workspace and admin status.

• Action
  Get meeting type

  Returns one team meeting type by its id, including its duration, location, availability, schedule and attached reminders.

• Action
  Get Tenant Info

  Returns your Chili Piper organization's details, such as its ID, name and type.

• Action
  Get User

  Returns a Chili Piper user's profile by ID.

• Action
  Get workspace

  Returns one team workspace by its ID, including its name, emoji, logo and audit metadata.

• Action
  List concierge routers

  Returns the concierge routers in your Chili Piper organization, optionally limited to one workspace, including each router's id and slug.

• Action
  List data fields

  Returns the organization's data fields (custom, default and internal), optionally filtered by name, reference, object type or value type.

• Action
  List distributions

  Returns the published round-robin distributions in your organization, optionally filtered by workspace, name, assignment type or member.

• Action
  List Meetings

  Returns the meetings booked in Chili Piper between a start and end time, 50 per page.

• Action
  List Meeting Types

  Lists the meeting types in your Chili Piper organization, optionally for one workspace.

• Action
  List teams

  Returns the teams in your Chili Piper organization, optionally filtered by workspace, team name or member.

• Action
  List Workspaces

  Lists the workspaces in your Chili Piper organization, optionally filtered by name.

• Action
  Mark Meeting No-Show

  Marks a Chili Piper meeting as a no-show.

• Action
  Mark Meeting Showed

  Marks a Chili Piper meeting as attended.

• Action
  Update meeting

  Reschedules or edits a booked meeting: change its start time, host, assignees, additional guests or the primary guest's attendance.

• Action
  Update meeting type

  Updates a team meeting type in Chili Piper — its name, invite content, duration, status, location, limits, availability or schedule. Only the values you fill in are changed.

• Action
  Update user

  Updates a Chili Piper user's profile: name, job title, phone, location, conferencing details, booking slug, timezone and working hours. Fields left blank stay unchanged.

• Action
  Update workspace

  Renames a Chili Piper workspace or changes its emoji or logo. Only the values you fill in are changed.

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