An automated workflow using zapier
Connects Quaderno + Dropbox
Save new Quaderno invoices into Dropbox
About this workflow template
This automation scenario allows you to connect Quaderno and Dropbox
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
Quaderno and Dropbox can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Quaderno
New Invoice in Quaderno
Triggers when a Quaderno invoice is created.
Then this action happens in Dropbox
Upload File in Dropbox
Upload an existing file or attachment not bigger than 500 MB.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Save new Quaderno invoices into Dropbox.
Part I
Configure Applications
First, we need to connect Quaderno and Dropbox 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 Dropbox to Zapier.
Give Zapier access to your Dropbox account, using Dropbox credentials.
Part II
Build an integration workflow
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: New Invoice (Triggers when a Quaderno invoice is created.).
Then set up an Action for Dropbox
Choose this action: Upload File (Upload an existing file or attachment not bigger than 500 MB.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Quaderno and Dropbox.
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 Save new Quaderno invoices into Dropbox!
Supported triggers and actions
New file in folder
Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 4000.
triggerbyzapierautomateioNew file in your folder
This Trigger fires every time any file is saved in the folder you specify. NOTE: will process up to 15 files per polling period.
triggerbyiftttNew or modified file or folder
New or modified file or folder
triggerbypipedreamNew folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.
triggerbyzapierautomateiopipedreamWatch files
Triggers when a file is added in a folder being watched. This module retrieves number of files/folders till 4000.
triggerbyintegromatNew file
Triggers when a new file is added to a specific folder.
triggerbypabbly-connectpipedream
Create paid invoice
Create a Quaderno Invoice.
actionbyzapierGet an invoice
Retrieves an existing invoice.
actionbyintegromatCreate contact
Create a Quaderno Contact.
actionbyzapierpabbly-connectpipedreamCreate expense
Create a Quaderno Expense.
actionbyzapierpabbly-connectCreate invoice
Create a Quaderno Invoice.
actionbyzapierpabbly-connectpipedreamCreate sale
Create a Quaderno Sale (Invoice or Receipt).
actionbyzapier
Apps you need
Quaderno alternatives
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