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Quaderno

Quaderno

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3 mins READ

Quaderno is an automated tax compliance platform for businesses selling globally. It handles VAT, GST, and sales tax calculations, invoicing, and reporting in real time.

Integrating your application with Quaderno allows you to automate tax compliance, manage invoices, and track payments efficiently. 

Authentication

Before you begin, make sure you have the following information:

  • Connection Name: Choose a descriptive name for your connection, such as "MyAppQuadernoIntegration". This helps in easily identifying the connection in your application or integration settings.

  • Authentication Type: Quaderno supports API Key authentication. This method ensures secure access to Quaderno's functionalities and data.

API Key Based Authentication

  • Log into your Quaderno account and navigate to the "Settings" section from the menu.

  • In the "API Keys" tab, you will find your unique API Key and if it is not yet generated, click on "Generate New API Key" to create one.

  • Copy the API Key and keep it secure, as it grants access to your Quaderno account.

  • Quaderno provides both Sandbox and Production environments.

    • Use the Sandbox environment for testing purposes without affecting real data.

    • Select the Production environment when you are ready to process real transactions.

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Actions

Actions

Description

Create contact

Creates a new contact in Quaderno

Create expense

Creates a new expense in Quaderno

Create invoice

Creates a new invoice in Quaderno

Create sale

Creates a new sale in Quaderno

Find contact

Finds an existing contact in Quaderno

Triggers

Triggers

Description

Checkout abandoned

Triggers when a checkout has been abandoned in Quaderno

Checkout failed

Triggers when a checkout fails in Quaderno

Checkout succeeded

Triggers when a checkout flow has finished successfully in Quaderno

Estimate updated

Triggers when an estimate is updated in Quaderno

New contact

Triggers when a contact is created in Quaderno

New estimate

Triggers when an estimate is created in Quaderno

New invoice

Triggers when an invoice is created in Quaderno

New refund

Triggers when a credit note is created in Quaderno

New sale

Triggers when a new sale (invoice or receipt) is created in Quaderno