Integrate Freshsales with Quaderno
Send information between Freshsales and Quaderno automatically, without writing any code, using Zoho Flow.
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Create a new contact in Quaderno whenever a new contact is created in Freshsales
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in Quaderno each time a new contact is created in Freshsales.
How it works
- The flow triggers when a new contact is created in the selected view in Freshsales.
- Zoho Flow creates a new contact in Quaderno.
Create a new contact in Quaderno whenever a new contact is created in Freshsales
Freshsales + Quaderno
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Supported triggers and actions
Integrate Freshsales and Quaderno using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created in the selected view
New deal
Triggers when a new deal is created in the selected view
New lead
Triggers when a new lead is created in the selected view
New account
Triggers when a new account is created in the selected view
Abandoned checkout
Triggers when a checkout is abandoned
Failed checkout
Triggers when a checkout fails because of insufficient funds
New contact
Triggers when a new contact is created
New refund
Triggers when a credit note is created
New sale
Triggers when a new sales invoice or receipt is created
New invoice
Triggers when a new invoice is created
Successful checkout
Triggers when a checkout is successful
All Actions - Actions are the automated tasks
Add note to lead
Adds a note to the selected lead
Create deal
Creates a new deal
Add note to contact
Adds a note to the selected contact
Create lead
Creates a new lead
Create contact
Creates a new contact
Convert lead
Converts a lead to contact
Update lead
Updates the details of an existing lead
Update contact
Updates the details of an existing contact
Fetch contact by email address
Fetches the details of a existing contact by email
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch lead by ID
Fetches the details of an existing lead by ID
Fetch lead by email address
Fetches the details of an existing lead by email
Create invoice
Creates a new invoice
Create contact
Creates a new contact
Create invoice or receipt
Creates a sales invoice or receipt
Create expense
Creates a new expense
Fetch invoice or receipt
Fetches an existing invoice or receipt by number
Fetch contact
Fetches an existing contact by email
What is Quaderno?
Quaderno is accounting software that you can use to calculate taxes in real time, send automatic receipts, and file tax returns.
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Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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