Connect Quaderno and Wheelbase

Both apps 47Quaderno 27Wheelbase 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.

• Trigger
  New Customer

  Triggered when a new customer is created or a marketplace guest books with the dealer.

• Trigger
  New Message

  Triggers when a new message appears in a renter message thread, from the renter, your team or the system. If several messages arrive between checks, it fires once for that thread with the latest message.

• Trigger
  New or Updated Reservation

  Triggers when a reservation is created or updated in Wheelbase.

• Trigger
  New Rental

  Triggers when a new rental vehicle is added to your Wheelbase fleet. Requires a dealer account.

• Action
  Approve booking

  Approves a booking from your side. Returns the updated booking; for a dealer-created booking this sends the customer their quote, and once both sides approve, payment is captured and the booking is confirmed.

• Action
  Cancel booking

  Cancels a confirmed booking and returns the booking after the cancellation. Cancelling may trigger a refund under the listing's cancel policy.

• Action
  Create Customer

  Creates a customer in your Wheelbase account. If a customer with the same email already exists, that customer is updated and returned instead of creating a duplicate.

• Action
  Create Reservation

  Creates a reservation on a listing for the given dates, in negotiating status, for an existing or new customer. Returns the reservation with its pricing, payment schedule and trip details.

• Action
  Decline booking

  Declines a booking that has not yet been confirmed and returns the booking after the action. A booking that is already confirmed cannot be declined and must be cancelled instead.

• Action
  Find a Customer

  Returns the customers that match a name, email, phone number or customer id, including dealer-managed customers and marketplace guests who have booked with the dealer.

• Action
  Find a Rental

  Returns the rental listings that match a location, travel dates, guest count, vehicle type or instant-book setting.

• Action
  Get booking

  Returns a single booking by its id, including the renter, listing, dates, line items, totals and payment status. An error occurs if the booking is not found.

• Action
  Get customer

  Returns a single customer by id, including contact details, address, archived status and booking stats. An error occurs if the customer is not found.

• Action
  Get listing

  Returns the full, up-to-date detail for a single Wheelbase listing, including pricing, location, delivery options, owner, vehicle details and images.

• Action
  List booking payments

  Returns a booking's itemized money movement: customer charges, refunds and scheduled future charges, plus payouts made to your account.

• Action
  List bookings

  Returns the bookings your Wheelbase account participates in as owner or renter, optionally narrowed by status, customer or start date.

• Action
  List locations

  Returns the dealer's pickup and drop-off locations, with each location's address, coordinates and weekly hours.

• Action
  Update customer

  Updates the details of a customer your account manages, such as their name, contact details and address, and returns the updated customer. Marketplace customers cannot be edited.

• Action
  Update listing

  Updates a listing's name, description, nightly price or instant-book setting, and returns the updated listing.

• Action
  Update Reservation

  Updates the dates, guest count, discount code, insurance, delivery or add-ons on a reservation that has not yet been confirmed, and returns the updated reservation with its recalculated pricing.

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