Connect Quaderno to Marketing 360

Both apps 41Quaderno 27Marketing 360 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 task

  Adds a new task to the Marketing 360 CRM and returns the new task's id.

• Action
  CRM - Create or Update Contact

  Updates the contact matching the given email or phone, or creates a new contact when none matches. Returns the contact's id and whether it was created or updated.

• Action
  CRM - Create or Update Lead

  Creates a lead under a lead source, or updates the existing lead with the same email address. Returns the lead's id, timestamps and lead source.

• Action
  CRM - Get Contact ID by Phone

  Returns the ID of the CRM contact that has the given phone number, and whether a contact was found.

• Action
  CRM - Update Contact by ID

  Updates an existing Marketing 360 CRM contact by ID, changing only the name, email, phone, statuses, types and custom fields you fill in.

• Action
  Delete contact

  Deletes a contact from the Marketing 360 CRM by its ID.

• Action
  Find contacts by filters

  Returns the contacts in your Marketing 360 CRM that match the filters you specify, such as a name, email or phone number.

• Action
  Get contact

  Returns a single CRM contact by its ID, including its source, assignees, types, statuses, tags and custom field values.

• Action
  List assignees

  Returns the users in the Marketing 360 account who can be assigned to a CRM contact, with each user's name and username.

• Action
  List contacts

  Returns all contacts in the Marketing 360 account's CRM.

• Action
  List contact sources

  Returns the contact sources set up in the Marketing 360 CRM account, each with its id and name.

• Action
  List contact statuses

  Returns the contact statuses defined in the Marketing 360 CRM account, with each status's id and name.

• Action
  List custom fields

  Returns the custom fields defined on the Marketing 360 CRM account, including each field's name, type and any nested child fields.

• Action
  Update task

  Updates an existing CRM task in Marketing 360, changing only the details you provide, and returns the task's id with a confirmation message.

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