Integrate ConvergeHub with Quaderno
Send information between ConvergeHub and Quaderno automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in Quaderno each time a new contact is created in ConvergeHub
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in Quaderno whenever a new contact is added in ConvergeHub.
How it works
- The flow triggers when new contact is created in ConvergeHub.
- Zoho Flow creates a new contact in Quaderno.
Create a new contact is in Quaderno each time a new contact is created in ConvergeHub
ConvergeHub + Quaderno
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Supported triggers and actions
Integrate ConvergeHub and Quaderno using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New lead
Triggers when a new lead is created
New target
Triggers when a new target is created
New account
Triggers when a new account is created
New event
Triggers when a new event is created
New contact
Triggers when 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
Failed checkout
Triggers when a checkout fails because of insufficient funds
New contact
Triggers when a new contact is created
Abandoned checkout
Triggers when a checkout is abandoned
New invoice
Triggers when a new invoice is created
Successful checkout
Triggers when a checkout is successful
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create event
Creates a new event
Create target
Creates a new target
Create lead
Creates a new lead
Create account
Creates a new account
Update lead
Updates the details of an existing lead
Fetch target
Fetches an existing target by ID
Fetch contact
Fetches an existing contact by ID
Fetch account
Fetches an existing account by ID
Fetch event
Fetches an existing event by ID
Fetch lead
Fetches an existing lead by ID
Create invoice
Creates a new invoice
Create expense
Creates a new expense
Create contact
Creates a new contact
Create invoice or receipt
Creates a sales invoice or receipt
Fetch contact
Fetches an existing contact by email
Fetch invoice or receipt
Fetches an existing invoice or receipt by number
What is ConvergeHub?
ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.
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 has streamlined our data management. We no longer have to worry about handwritten notes, transcription errors and data loss. It has eliminated the need to manually process data by ensuring it syncs automatically and in real time.
Karine McGraw
Deputy Director, Punta Galea
We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back.
Owain ap Rees
Director of Sales, Barings Law
Zoho Flow acts as a connector between applications. It helped automate the document creation process, reducing manual tasks and increasing our overall efficiency.
Melanie Cope Machial
Head of Marketing and Technology, Relay Inc.
