Connect Quaderno and Text Request

Both apps 52Quaderno 27Text Request 25

• 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
  New Contact

  Triggers when a new contact is added to a dashboard.

• Trigger
  New Message

  Triggers when a text message is sent or received on a dashboard.

• Action
  Add custom field

  Creates a new custom field on a Text Request dashboard, which can then be set on contacts.

• Action
  Add group message

  Sends a group text message to selected groups and/or phone numbers from a dashboard, immediately, at a scheduled time, or on a recurring schedule.

• Action
  Add keyword

  Creates a new keyword on a Text Request dashboard, with an optional automatic reply sent when a contact texts it.

• Action
  Add payment

  Sends a payment request text to a contact for the given amount and returns the new payment.

• Action
  Add user

  Creates a new user in your Text Request account with the given name, email and password, optionally granting administrator rights or dashboard permissions.

• Action
  Create Group

  Creates a contact group on a dashboard.

• Action
  Create Tag

  Creates a contact tag on a dashboard.

• Action
  Delete Contact

  Deletes a contact from a dashboard by their phone number.

• Action
  Delete group

  Deletes a group from a dashboard. Contacts in the group are kept.

• Action
  Delete tag

  Deletes a contact tag from a Text Request dashboard. Contacts that carried the tag are not deleted.

• Action
  Find Contacts

  Finds contacts on a dashboard by name, phone number, tag or group.

• Action
  Get Contact

  Returns one contact on a dashboard by their phone number, including name, tags, groups, custom fields and message counts.

• Action
  Get dashboard

  Returns a dashboard (texting line) with its name, phone number and time zone.

• Action
  List custom fields

  Returns all custom fields defined for a Text Request dashboard (texting line), with each field's id and name.

• Action
  List Dashboards

  Returns every dashboard (texting phone line) in your Text Request account, with its ID, name and phone number.

• Action
  List Groups

  Returns all contact groups on a dashboard.

• Action
  List keywords

  Returns all keywords on a Text Request dashboard, with their auto-response, linked group and subscriber count.

• Action
  List messages

  Returns the text messages sent and received on a Text Request dashboard, optionally filtered by date range.

• Action
  List scheduled messages

  Returns the pending scheduled one-to-one messages for a dashboard, optionally filtered by send time or to recurring messages only.

• Action
  List tags

  Returns all contact tags defined on a Text Request dashboard, with each tag's name and color.

• Action
  List users

  Returns the users in your Text Request account, optionally filtered by email or external user ID.

• Action
  Send Message

  Sends a text message from a dashboard to a contact's phone number, now or at a scheduled time.

• Action
  Update group

  Renames a group on a Text Request dashboard and updates its notes.

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