Connect Quaderno and Willo

Both apps 47Quaderno 27Willo 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
  List Users

  Triggers when a new user is added to your Willo account.

• Action
  Accept Candidate

  Marks a participant in a Willo interview as Accepted and returns the updated participant. Can also update the participant's name, phone number and custom ID in the same step.

• Action
  Add department

  Creates a new department in your Willo organisation and returns the department, including its key and branding.

• Action
  Add interview from template

  Creates a new interview in Willo from one of your interview templates and returns the new interview.

• Action
  Create Company

  Creates a new company as a child organisation under your Willo organisation, with the owner you name.

• Action
  Create Interview

  Creates a new video interview in Willo with its questions, department, message templates and settings.

• Action
  Delete interview

  Deletes an interview from your Willo account.

• Action
  Delete participant

  Deletes a participant from Willo. Returns whether the deletion was confirmed.

• Action
  Get interview

  Returns a Willo interview by its key, including its questions, owner, department, reviewers, message templates and settings. An error occurs if the interview is not found.

• Action
  Get participant

  Returns a Willo participant (candidate) with their contact details, status, interview, department, scores and answers.

• Action
  Get user

  Returns a Willo user's details, including email, full name, phone, role and status.

• Action
  Invite Someone

  Invites a person to a Willo interview as a participant and returns the new participant with their invite link.

• Action
  List departments

  Returns the departments in your Willo organisation, optionally filtered by name, owner email or owner.

• Action
  List interviews

  Returns the interviews in your Willo account, optionally narrowed by department, owner or a search term, and sorted the way you choose.

• Action
  List message templates

  Returns the message templates (email and SMS) in your Willo account, optionally filtered by title, type or trigger.

• Action
  List participants

  Returns the participants in your Willo account, optionally narrowed to an interview, department or owner, or by a text search.

• Action
  List users

  Returns the users in your Willo account with their key, email and full name.

• Action
  Reject Candidate

  Rejects a candidate by setting the participant's status to Rejected, optionally updating their name, phone or custom ID.

• Action
  Update interview

  Updates an existing interview's details, questions, reviewers, message templates and settings, changing only the values you provide. Returns the updated interview.

• Action
  Update participant

  Updates a participant's name, phone, status (Accepted or Rejected) or your own reference ID.

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