Connect Quaderno to NGP VAN

Both apps 47Quaderno 27NGP VAN 20

• 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 a Contribution

  Creates a contribution (donation) for a contact in NGP VAN, credited to a designation.

• Action
  Add Activist Codes

  Applies or removes one or more activist codes on a person in NGP VAN.

• Action
  Add Canvass Responses

  Records a canvass interaction on a person in NGP VAN: either a result code such as Not Home, or script responses such as activist codes, survey answers and volunteer activities.

• Action
  Add Contact History

  Records a contact attempt (contact history) on a person in NGP VAN with a result code such as Not Home or Wrong Number, plus optional context like contact type, date and phone.

• Action
  Add Note to Contact

  Adds a free-text note to a person in NGP VAN, optionally with a note category and a contact history record.

• Action
  Add Survey Responses

  Records one or more survey question answers on a person in VAN, optionally with details of how and when they were canvassed.

• Action
  Create Financial Batch

  Creates a financial batch in NGP VAN for grouping contributions under a designation.

• Action
  Create or Update Contact With a Contribution

  Finds a matching contact (creating one if none exists, otherwise updating it) and records a contribution for that contact. Returns the contact's VAN ID and the new contribution ID.

• Action
  Delete code from contact

  Removes a single code (tag) from a contact in NGP VAN.

• Action
  Delete contact

  Deletes (suppresses) a contact record in NGP VAN by its VANID.

• Action
  Find Contact

  Finds the person in NGP VAN who matches the VAN ID, name, date of birth, phone numbers or email addresses you provide, and returns that person's full record.

• Action
  Find Financial Batch

  Finds financial batches whose names contain the given text.

• Action
  Get contact

  Returns a person record from NGP VAN by VAN ID, with optional phones, emails, addresses, custom fields and other details.

• Action
  List activist codes

  Returns the activist codes available in your VAN committee, optionally filtered by status, name or type.

• Action
  List campaigns

  Returns the campaigns in your NGP VAN account, with each campaign's name, type and status.

• Action
  List notes

  Returns the notes recorded on a person (contact) in NGP VAN.

• Action
  Merge contacts

  Merges a source contact into a target contact, keeping the target's values on conflicts and deleting the source.

• Action
  Subscribe Email

  Finds or creates a contact by email address and marks that email as subscribed.

• Action
  Tag a Contact

  Applies a tag or source code to an existing contact.

• Action
  Update note

  Updates the text, view restriction and category of an existing note on a person in NGP VAN.

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