Connect Quaderno to Parallel Web Systems

Both apps 40Quaderno 27Parallel Web Systems 13

• 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 FindAll run

  Starts a Parallel FindAll run that searches the web for every entity matching your objective and match conditions. The run starts queued; retrieve its status and results with the FindAll run id it returns.

• Action
  Add monitor

  Creates a Parallel monitor that watches a web search query, or the output of an existing task run, for material changes on a schedule. The monitor runs once right away and then on the chosen frequency.

• Action
  Cancel monitor

  Permanently stops a monitor from running. Cancellation cannot be undone; cancelling an already-cancelled monitor changes nothing.

• Action
  Create Async Web Enrichment

  Starts an asynchronous web research/enrichment task run in Parallel. Returns immediately with the run in status 'queued'; fetch the result later with the run id.

• Action
  Extract web content

  Extracts relevant excerpts (and optionally full content) as markdown from up to 20 web URLs.

• Action
  Fetch Results for Async Runs

  Retrieves the result of a Parallel task run (created asynchronously) by its run ID, waiting until the run completes or the timeout elapses.

• Action
  Find entities by objective

  Returns up to the chosen number of people or companies, ranked, that match a natural-language description of the entities you want.

• Action
  Get FindAll run

  Retrieve a FindAll run's status, candidate metrics, generator and metadata.

• Action
  Get FindAll run result

  Retrieve a snapshot of a FindAll run's result: run status and metrics plus every candidate evaluated so far with its match status, output and citations.

• Action
  Get monitor

  Retrieves a monitor by its ID, including its type, status, frequency, query settings, webhook configuration and, for snapshot monitors, the latest output.

• Action
  List monitors

  List monitors in the Parallel account, newest first, optionally filtered by type and status.

• Action
  Search web

  Searches the web with Parallel and returns ranked results with relevant excerpts.

• Action
  Update monitor

  Updates an existing Parallel monitor's frequency, processor, webhook, metadata, query or source settings. Only the fields 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.