Connect Quaderno to Vincere

Both apps 49Quaderno 27Vincere 22

• 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 meeting

  Creates a meeting activity in Vincere, linked to candidates, contacts, companies or jobs.

• Action
  Add note

  Adds a new note to a candidate in Vincere.

• Action
  Add task

  Creates a task in Vincere, optionally linked to candidates, contacts, companies, jobs or deals, and returns the new task's id.

• Action
  Create a New Contact in Vincere

  Creates a contact at a company in Vincere and returns the new contact's ID.

• Action
  Create Candidate

  Creates a candidate in Vincere and returns the new candidate's ID.

• Action
  Create Company

  Creates a company in Vincere and returns the new company's ID.

• Action
  Create Job

  Creates a job for a client contact in Vincere and returns the new job's ID.

• Action
  Create Job Application

  Adds a candidate to a job in Vincere at the stage you choose and returns the application's ID.

• Action
  Find candidates by criteria

  Searches Vincere candidates using search criteria and returns the matching candidates (up to 100).

• Action
  Find companies by criteria

  Searches Vincere companies matching a search query and returns the matching companies with the fields you choose.

• Action
  Find contacts by criteria

  Searches Vincere contacts matching the given criteria and returns up to 100 matches.

• Action
  Find job applications by criteria

  Finds a job's applications that are currently in the stages you choose, such as Shortlisted or Placed.

• Action
  Find jobs by criteria

  Searches Vincere jobs using search criteria and returns the matching jobs (up to 100).

• Action
  Get Candidate

  Returns a Vincere candidate's details by its ID.

• Action
  Get Company

  Returns a Vincere company's details by its ID.

• Action
  Get Contact

  Returns a Vincere contact's details by its ID.

• Action
  Get Job

  Returns a Vincere job's details by its ID.

• Action
  Get job application

  Returns a job application, the record linking a candidate to a job, including its stage and status.

• Action
  Get placement

  Returns the details of a Vincere placement by its ID.

• Action
  Update Candidate

  Updates the fields you supply on an existing Vincere candidate.

• Action
  Update Contact

  Updates the fields you supply on an existing Vincere contact.

• Action
  Update GDPR Details

  Updates a Vincere candidate's GDPR consent-to-keep details.

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