This automation scenario allows you to connect Quaderno and Podia
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
When this trigger fires in Quaderno
Triggers when a checkout flow has finished successfully.
Then this action happens in Podia
Adds someone to your audience and sign them up to a specific product (Only available on Podia Shaker plan).
This guide contains information on how to set up an automatic workflow that allows to Add new Quaderno successful checkouts to Podia as customers.
Part I
First, we need to connect Quaderno and Podia to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Quaderno to Zapier.
Give Zapier access to your Quaderno account, using Quaderno credentials.
Connect Podia to Zapier.
Give Zapier access to your Podia account, using Podia credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Quaderno
Choose the following trigger: Successful Checkout (Triggers when a checkout flow has finished successfully.).
Then set up an Action for Podia
Choose this action: Sign Someone Up for a Product (Adds someone to your audience and sign them up to a specific product (Only available on Podia Shaker plan).).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Quaderno and Podia.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Quaderno successful checkouts to Podia as customers!
Triggers when someone signs up for a free or paid product (Unavailable on Podia Free and Starter).
Triggers when someone joins a free or paid community plan (Unavailable on Podia Free and Starter).
Triggers when someone subscribes for emails from a product waitlist form (Unavailable on Podia Free and Starter).
Triggers when a customer subscribes to an email list on the site or a pre-launch course
Triggers when a community member cancels their plan (Unavailable on Podia Free and Starter).
Triggers when someone gets tagged (Unavailable on Podia Free and Starter).
Create a Quaderno Invoice.
Retrieves an existing invoice.
Create a Quaderno Contact.
Create a Quaderno Expense.
Create a Quaderno Invoice.
Create a Quaderno Sale (Invoice or Receipt).
Quaderno alternatives
Podia is the ultimate platform for digital creators, offering a hassle-free way to sell memberships, online courses, and digital downloads. With Podia, you can consolidate all your products, content, customers, and payments in one convenient place, eliminating the need for multiple tools. Whether you're a coach, webinar host, or passionate about sharing your knowledge, Podia provides a beautiful storefront and handles everything from content creation to secure payments.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.