Connect Quaderno to Docupanda

Both apps 41Quaderno 27Docupanda 14

• 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 class

  Adds a new document class, with a name and description, to your classification taxonomy.

• Action
  Add document

  Submits a document to DocuPipe for processing from a URL or base64 file contents, and returns its document id and job id.

• Action
  Add schema

  Creates a new extraction schema in DocuPanda from a JSON Schema definition, describing the structured data to pull from documents.

• Action
  Classify documents

  Starts a classification job that sorts one or more documents into your classes. Returns the job ID and status.

• Action
  Delete document

  Deletes a document previously submitted to DocuPanda for processing.

• Action
  Find documents

  Finds documents whose filename or document ID matches the search text, optionally within one dataset.

• Action
  Get document

  Returns a processed document, including its processing status, extracted text, pages and metadata.

• Action
  Get job

  Returns a DocuPanda job by its ID, including its status, timestamps and job-type-specific details.

• Action
  Get schema

  Returns a DocuPanda extraction schema by its ID, including its name, JSON schema definition and guidelines.

• Action
  Get standardization

  Returns a standardization's extracted JSON data along with its document, schema, job and metadata details.

• Action
  List classes

  Returns every document class defined in your DocuPipe classification taxonomy.

• Action
  List documents

  Returns the documents submitted to DocuPipe, optionally filtered by dataset and creation date range.

• Action
  List schemas

  Returns the extraction schemas in your DocuPanda account.

• Action
  Standardize documents

  Starts standardizing a document into structured data against a schema (or an auto-generated draft schema). Returns the job and standardization ids.

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