Integrate Quaderno with Zoho Assist

Send information between Quaderno and Zoho Assist automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Quaderno and Zoho Assist using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

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

Inbound request declined

Triggers when a inbound request is declined

Inbound request transferred

Triggers when a inbound request is transferred

Inbound request expired

Triggers when a inbound request is expired

Unattended access session ended

Triggers when a unattended access session is ended

Device deleted

Triggers when a device is deleted

Screen share session end

Triggers when a screen share session is ended

Remote support session end

Triggers when a remote support session is ended

Inbound request dropped

Triggers when a inbound request is dropped

Inbound request created

Triggers when a new inbound request created

Remote support session started

Triggers when a remote support session is started

Device added

Triggers when a new device is added

Device online

Triggers when a device is online

Inbound request picked

Triggers when a inbound request is picked

Remote support session customer joined

Triggers when a remote support session customer is joined

Inbound request delegated

Triggers when a inbound request is delegated

Unattended access session started

Triggers when a unattended access session is started

Device offline

Triggers when a device is offline

Screen share session started

Triggers when a screen share session is started

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 unattended session

Creates a new unattended session

Create unattended group

Creates a new unattended group

Schedule session

Schedules a screen sharing session

Create session

Creates a new screen sharing session

Update unattended computer

Updates the details of an existing unattended computer

Update unattended group

Updates the details of an existing unattended group

Fetch unattended computer

Fetches the details of an existing unattended computer

Fetch unattended group

Fetches the details of an existing unattended group

What is Quaderno?

Quaderno is accounting software that you can use to calculate taxes in real time, send automatic receipts, and file tax returns.

What is Zoho Assist?

Zoho Assist is remote support and access software. You can share screens, work with multiple monitors, and offer support with the live chat feature.

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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Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

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Toto

Technical Engineer, Master Liveaboards

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