Integrate Quaderno with Mercately
Send information between Quaderno and Mercately automatically, without writing any code, using Zoho Flow.
Build your own integrations between Quaderno and Mercately
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Supported triggers and actions
Integrate Quaderno and Mercately using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Customer created
Triggers when a new customer is created
All Actions - Actions are the automated tasks
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
Create deal
Creates a new deal
Create customer
Creates a new customer
Update deal
Updates the details of an existing deal
Update customer
Updates the details of an existing customer
Fetch customer by ID
Fetches the details of an existing customer using ID
Fetch deal by ID
Fetches the details of an existing deal using ID
Fetch customer using search parameter
Fetches the details of an existing customer using search parameter
What is Quaderno?
Quaderno is accounting software that you can use to calculate taxes in real time, send automatic receipts, and file tax returns.
Similar apps
What is Mercately?
Mercately is a CRM platform that helps businesses manage sales and customer communications through WhatsApp and other channels.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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