Quaderno Integration — Automate Quaderno with AI on Beauto
Quaderno is a tax compliance platform that automates tax calculations, invoicing, and reporting for businesses worldwide.
Category: taxes, accounting, proposal & invoice management · 76 actions available
What you can automate with Quaderno
Beauto connects Quaderno with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Quaderno events, enrich Quaderno data with AI, or sync Quaderno with the rest of your stack — without writing code.
- Sync Quaderno data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
- Trigger AI agents on new Quaderno events and route the output anywhere
- Schedule recurring Quaderno tasks — daily reports, cleanups, or bulk updates
- Use natural language to describe the workflow; Beauto builds it for you
Quaderno actions Beauto supports
- Add Expense Payment — Adds a payment to an existing expense in Quaderno. Use when you need to record a payment received for an expense. Returns the payment record with ID, amount in cents, and payment method details.
- Calculate Tax Rate — Tool to calculate applicable tax rate for given address and transaction type. Use when you need tax details before invoicing.
- Create Contact — Tool to create a new contact (customer or vendor). Use when you need to add a person or company contact in Quaderno.
- Create Coupon — Tool to create a new discount coupon in Quaderno. Use when you need to create either a percentage-based or fixed-amount discount coupon. Either percent_off or amount_off must be provided (but not both). For amount_off co
- Create Estimate — Creates a new estimate/quote in Quaderno for a customer with line items. Returns estimate with ID, number, permalink, and total amounts in cents. Use this when you need to create a cost estimate or quote for a project or
- Create Evidence — Tool to create a new location evidence for tax compliance. Use when you need to create evidence records with billing country, IP address, or bank country information for verifying customer location.
- Create Expense — Tool to create a business expense in Quaderno. Use when you need to record an expense from a supplier or vendor with line items and optional attachments.
- Create Invoice — Creates a new invoice in Quaderno for a customer with line items. Returns invoice with ID, number, permalink, PDF URL, and total amounts in cents. Use this when you need to bill a customer for products or services.
- Create Product — Creates a new product that can be used as a line item in invoices, credit notes, and expenses. Use this to register products with their SKU, pricing, tax classification, and other details in your Quaderno account.
- Create Receipt — Creates a new receipt in Quaderno documenting payment for goods or services. Returns receipt with ID, number, permalink, PDF URL, and total amounts. Use when you need to create a receipt for a completed transaction.
- Create Recurring — Tool to create a recurring document in Quaderno that automatically generates invoices on a schedule. Use when setting up subscription billing or periodic invoices for a customer.
- Create Report Request — Tool to request a new report generation in Quaderno. Use when you need to generate tax summaries, invoice lists, or credit note lists for a specific date range. Reports are generated asynchronously - this action returns
- Create Tax ID — Tool to create a tax ID in a specific jurisdiction. Use when you need to register your business's tax identification number (such as VAT) in a tax jurisdiction.
- Create Transaction — Tool to create a sale or refund transaction in Quaderno. Use when you need to record revenue or refunds - the API automatically generates invoices/credit notes when autosend is enabled. Preferred API for automated invoic
- Create Webhook — Tool to create a new webhook in Quaderno to receive event notifications. Use when you need to subscribe to real-time events like invoice.created or contact.created. Quaderno signs all webhook events with X-Quaderno-Signa
- Delete Contact — Tool to permanently delete a contact by ID. Use when you have confirmed the contact ID is correct and no longer need the contact.
- Delete Coupon — Tool to permanently delete a coupon. Use when you have confirmed the coupon ID is correct and need to remove it permanently (cannot be undone).
- Delete Estimate — Permanently deletes an estimate from Quaderno by its ID. This action removes the estimate record from your Quaderno account. Use this when you need to delete an estimate that was created in error or is no longer needed.
- Delete Expense — Permanently deletes an expense from Quaderno by its ID. This action removes the expense record from your Quaderno account. Use this when you need to delete an expense that was created in error or is no longer needed. The
- Delete Product — Tool to permanently delete a product by ID. Use when you have confirmed the product ID is correct and no longer need the product.
- Delete Recurring — Tool to permanently delete a recurring by ID. Use when you need to remove a recurring document from Quaderno. This action is irreversible.
- Delete Tax ID — Permanently deletes a registered tax ID from your Quaderno account. Use this when you need to remove a tax jurisdiction registration that is no longer needed.
- Delete Webhook — Tool to permanently delete a webhook by ID. Use when you have confirmed the webhook ID is correct and no longer need the webhook.
- Deliver Credit Note — Sends a credit note to the customer via email. The contact associated with the credit note must have a valid email address. Returns the credit note details including the delivery email and PDF link.
- Deliver Estimate — Delivers an estimate to the customer via email. The estimate's contact must have a valid email address. Use this after creating or finalizing an estimate to send it to the customer.
- Deliver Invoice — Delivers an invoice to the customer via email. The invoice's contact must have a valid email address. Use this after creating or finalizing an invoice to send it to the customer.
- Deliver Receipt — Sends a receipt to the customer via email. The contact associated with the receipt must have a valid email address. Returns the receipt details including the delivery email and PDF link.
- Get Authorization — Tool to retrieve account credentials and verify API access. Use to validate authentication and get account details.
- Get Estimate — Tool to retrieve the details of an existing estimate by ID. Use when you need full estimate information for review or conversion to invoice.
- List Contacts — Tool to list contacts, paginated and filterable by name, email, or tax ID. Use when you need to retrieve subsets of your contacts.
- List Coupons — Tool to list all coupons. Use when you need to retrieve available coupons sorted by creation date (newest first).
- List Credits — Tool to list all credit notes from Quaderno. Use when you need to retrieve credit notes with optional filtering by search query, date range, state, or processor ID.
- List Estimates — Tool to list all estimates in the account, paginated and sorted by creation date (newest first). Use when you need to retrieve estimates, optionally filtered by contact name, state, or date range.
- List Evidence — Tool to list all evidence objects. Use when you need to retrieve location evidences, optionally filtered by state or document ID.
- List Expenses — List all expenses from Quaderno with pagination support. Returns expenses in reverse chronological order (newest first). Each expense includes complete details: contact information, line items, payments, taxes, and custo
- List Invoices — Tool to list all invoices from Quaderno with filtering support. Use when you need to retrieve invoices by various criteria such as number, customer name, date range, or payment status.
- List Tax Jurisdictions — Tool to list all tax jurisdictions. Use when you need supported jurisdictions for tax calculations.
- List Products — List all products (goods and services) from your Quaderno account. Supports filtering by name or SKU code using the 'q' parameter. Returns product details including pricing, tax settings, and subscription information.
- List Receipts — Tool to list all receipts from Quaderno with optional filtering by search query, date range, payment state, processor ID, or customer ID. Use when you need to retrieve receipts for reporting, reconciliation, or customer
- List Recurrings — List all recurring documents (invoices, expenses, or estimates) from your Quaderno account. Recurring documents automatically generate new documents at specified intervals. Returns documents in reverse chronological orde