Connect Quaderno and RO App

Both apps 78Quaderno 27RO App 51

• 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.

• Trigger
  Ad Campaigns

  Triggers when a new ad campaign is added in RO App.

• Trigger
  Cash Flow Items

  Triggers when a new cash flow category (income or expense item) is added in RO App.

• Trigger
  Clients List

  Triggers when a new client (person contact) is added in RO App.

• Trigger
  Employees List

  Triggers when a new employee is added to the RO App company account.

• Trigger
  Lead Types

  Triggers when a new inquiry (lead) type is added to your RO App account.

• Trigger
  List of Services

  Triggers when a new service is added to the RO App service catalog.

• Trigger
  List of the Products

  Triggers when a new product is added to the RO App catalog, optionally limited to products matching a name, barcode, SKU, code, MPN or category.

• Trigger
  Locations

  Triggers when a new location is added to your RO App company.

• Trigger
  New Invoice Statuses

  Triggers when a new invoice status is added to your RO App account.

• Trigger
  New Order Items

  Triggers when a new item (product or service) is added to the selected order.

• Trigger
  New Taxes

  Triggers when a new tax rate is added to the company in RO App.

• Trigger
  Order Statuses

  Triggers when a new order status is added to your RO App account.

• Action
  Add Booking Item

  Adds a product or service line item to an existing booking.

• Action
  Add Lead Comment

  Adds a comment to a lead (inquiry) in RO App.

• Action
  Add Order Comment

  Adds a comment to an existing order in RO App, optionally marked private.

• Action
  Add Task Comment

  Adds a comment to a task in RO App.

• Action
  Changing Order Status

  Changes the status of an order, optionally with a comment.

• Action
  Create a Client

  Creates a new client (person) in your RO App contacts.

• Action
  Create a Lead

  Creates a new lead (inquiry) in RO App, optionally linked to a client, location, manager and ad campaign.

• Action
  Create an Order

  Creates a new order in RO App for a client at a chosen location.

• Action
  Create an Order Item

  Adds a product or service line item to an existing order in RO App.

• Action
  Create an Order or Estimate

  Creates a new estimate in RO App for a client at a location.

• Action
  Create a Payment

  Records an income or expense payment in a cashbox in RO App.

• Action
  Create Asset

  Creates a new asset (such as a vehicle or device) in RO App, identified by its serial number.

• Action
  Create Booking

  Creates a new booking for a client at a location with an assigned employee and time slot.

• Action
  Create Product

  Creates a new product in the RO App catalog.

• Action
  Create Service

  Creates a new service in the RO App catalog.

• Action
  Create Task

  Creates a task in RO App with a title, due date and assigned employees, optionally linked to an order, lead, client or invoice.

• Action
  Create Update_booking

  Updates an existing booking's location, status, assignee, client, schedule, resource or comment.

• Action
  Find Product

  Finds products in the RO App catalog by name, barcode, SKU, code, manufacturer part number or category.

• Action
  Find Service

  Finds services in the RO App catalog by name, barcode or category.

• Action
  Get Booking Items

  Returns all the service items on a specific booking.

• Action
  Get Client by ID

  Returns the details of a single client (person) by its ID.

• Action
  Get Estimate by ID

  Returns the full details of a single estimate, including its custom field values.

• Action
  Get Lead by ID

  Returns a single lead (inquiry) by its ID, including its custom fields.

• Action
  Get Order by Id

  Returns the full details of a single order by its ID.

• Action
  Get Prices

  Returns the list of price types (margins) configured for your company.

• Action
  Get Product by Id

  Returns a single product from your RO App catalog by its ID, including its custom fields.

• Action
  Get Product Categories

  Returns the product categories in your RO App catalog, optionally limited to the children of one parent category.

• Action
  Get Service Categories

  Returns the list of service categories in your RO App catalog, optionally under a parent category.

• Action
  Get Task

  Returns a single task by its ID, including all of its details.

• Action
  Get UOMs (Inits of Measure)

  Returns the list of product units of measure (UOMs) defined in the RO App account.

• Action
  Move Asset

  Moves an asset to a different warehouse.

• Action
  Search for Assets

  Searches assets by serial number (VIN, IMEI), optionally narrowed by warehouse, owner or asset ID.

• Action
  Search for Clients

  Searches clients (people) by name, phone, email, manager, tag or date, and returns the matching clients.

• Action
  Search Task

  Searches tasks for ones whose title or description contains the given text, optionally narrowed by author, assignee or deadline.

• Action
  Update an Order Item

  Updates an existing item on an order — its quantity, price, cost, discount, warranty, taxes, assignee or comment.

• Action
  Update an Order or Estimate

  Updates an existing order (or estimate) in RO App — its location, type, people, schedule, notes, due date and custom field values. Fields left blank are not changed.

• Action
  Update_booking_item

  Updates the quantity, price, cost, discount, warranty, taxes or comment of an item on a booking.

• Action
  Update Client

  Updates an existing client (person) in RO App contacts.

• Action
  Update Product

  Updates an existing product in the RO App catalog, such as its title, SKU, category, prices or barcodes.

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