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Quaderno Make integrationAutomate Quaderno with Make.
Stop retyping client details into Quaderno by hand. The Quaderno Make integration gives you 19 modules: 14 actions, 4 searches and one instant trigger. This guide shows how to link your account and build a first working scenario.
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What can the Quaderno Make integration do for you?
The Quaderno Make integration links your Quaderno account to Make, a no-code tool where you build a scenario: an automation made of modules, each one a single brick such as a trigger, an action or a search. Quaderno then creates invoices, contacts, estimates and expenses on its own, based on what happens in your other apps.
Invoices that write themselves. When a client pays through another app, chain Create a Contact and Create an Invoice so the paperwork exists before anyone opens Quaderno. Each item passing between modules is a bundle: here, one client, then one invoice.
A team that hears about billing events first. Watch Events is an instant trigger: Quaderno calls Make through a webhook as soon as a selected event occurs. Add Get an Invoice behind it and you can pass the full invoice to a chat tool, a spreadsheet or your CRM.
Expenses kept tidy. Search Expenses finds matching records, and Update an Expense or Delete an Expense corrects them in bulk, which beats clicking through the Quaderno dashboard one line at a time.
Make only covers what these 19 modules and the Make an API Call module allow; anything else in the Quaderno API goes through that last one. The official Make documentation for this app also warns that it was partly AI-generated, so double-check a detail before you rely on it. If you are still choosing a platform, the n8n vs Make comparison and our Make review lay out the differences, and Make pricing explains how operations are counted.
How do you connect Quaderno to Make?
- 01
Copy your Quaderno API key
Make talks to Quaderno with an API key, so you need an active Quaderno account first. In Quaderno, open your profile section, click API Keys and copy the key shown on screen. Keep that tab open for the next step.
- 02
Add a Quaderno module in Make
In your scenario, add any Quaderno module and click Create a connection. A connection is your Quaderno account linked to Make once, then reused by every Quaderno module. The Connection name field is optional, but a clear name helps when you manage several accounts.
- 03
Paste the key and save
Paste the API key you copied from Quaderno, or follow the instructions Make shows on screen, then save. Make can now read your Quaderno data, and every other Quaderno module in the scenario reuses that same connection.
Build your first Quaderno scenario
GoalWhen a new client lands in another app, Make adds them to Quaderno as a contact and creates their invoice.
- 01
Create the scenario
From the Scenarios page, create a new scenario and click the big +. Pick the app where your new clients appear first, such as a form tool or your online store, and choose its trigger.
- 02
Add Create a Contact
Click the + on the right of that first module, search for Quaderno and pick Create a Contact. Link your account with Create a connection, then map the client details that the previous module received.
- 03
Chain Create an Invoice
Add a third module, Create an Invoice. Map the contact that Create a Contact just returned, so the invoice lands on the right person, then fill the invoice fields Make lists for you.
- 04
Test with Run once
Click Run once and trigger a real event in the first app. Open each module's bubble to read the bundle it received, then check Quaderno: the new contact and its invoice should be there.
- 05
Schedule and switch it on
Open the clock on the first module to set the schedule (every 15 minutes by default, 15 minutes minimum on the Free plan), then flip the scenario on. Make runs it from now on without you.
What starts a Quaderno scenario
1 module starts a scenario when something happens in Quaderno. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Quaderno as soon as it happens.
Watch Events
Instant triggerIn Make“Triggers when selected events have occurred.”
Watch Events starts your scenario the moment one of the Quaderno events you selected occurs, and hands the event to the next module as a bundle. It is the only trigger this app has, so every Quaderno-first scenario begins here.
Every Quaderno module in Make
Quaderno gives you 18 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
Create a Contact
ActionIn Make“Creates a new contact.”
Adds a new customer record to Quaderno from data another module already has, so nobody copies client details between tools. The contact it returns can feed an invoice or an estimate right away.
Create an Estimate
ActionIn Make“Creates a new estimate.”
Drafts a quote in Quaderno for a prospect, filled from the request that reached you through another app. You get a proper estimate on file before a sales call even starts.
Create an Expense
ActionIn Make“Creates a new expense.”
Records a cost in Quaderno from a receipt, a supplier email or a card payment that shows up elsewhere, which keeps your expense ledger complete without manual entry.
Create an Invoice
ActionIn Make“Creates a new invoice.”
Issues a new invoice in Quaderno for a contact, using the order or payment details mapped from an earlier module. This is the module that turns a sale somewhere else into billing paperwork.
Delete a Contact
ActionIn Make“Deletes an existing contact.”
Removes an existing contact from Quaderno, which helps keep the customer list in step with the tool your team treats as the master record.
Delete an Expense
ActionIn Make“Deletes an existing expense.”
Erases one expense record in Quaderno, typically a duplicate or a line entered by mistake, so your cost totals stay honest.
Get a Contact
ActionIn Make“Retrieves an existing contact.”
Fetches the full record of one Quaderno contact you already point to, so later modules can use details the trigger or a previous step didn't include.
Get an Estimate
ActionIn Make“Retrieves an existing estimate.”
Pulls one Quaderno estimate with all its details, which lets you share or archive the quote elsewhere without opening Quaderno.
Get an Expense
ActionIn Make“Retrieves an existing expense.”
Reads a single expense from Quaderno so its amount and details can move into a spreadsheet, a report or a message for the person who approves costs.
Get an Invoice
ActionIn Make“Retrieves an existing invoice.”
Retrieves one Quaderno invoice in full, ready to send to your accounting sheet, your team chat or a client follow-up.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
Calls any endpoint of the Quaderno API with the connection you already set up, which covers whatever the ready-made modules leave out.
Update a Contact
ActionIn Make“Updates an existing contact.”
Changes an existing Quaderno contact so it matches fresh information from another tool, which saves you from invoicing an old address.
Update an Expense
ActionIn Make“Updates an existing expense.”
Edits an expense already recorded in Quaderno, so the record matches the final receipt once it arrives.
Update an Invoice
ActionIn Make“Updates an existing invoice.”
Modifies an existing Quaderno invoice with data coming from another step, keeping billing aligned with what actually happened in the sale.
List Estimates
SearchIn Make“Retrieves a list of estimates.”
Returns your Quaderno estimates as a series of bundles, one per quote, so the rest of the scenario can handle each of them in turn.
Search Contacts
SearchIn Make“Searches for contacts or lists them all.”
Looks up Quaderno contacts that match your criteria, or lists all of them, and returns zero, one or several results. It is the safe check before creating anyone.
Search Expenses
SearchIn Make“Searches for expenses or lists them all.”
Finds Quaderno expenses matching what you ask for, or lists them all, giving you the set of records to review, export or correct.
Search Invoices
SearchIn Make“Searches for invoices or lists them all.”
Returns the Quaderno invoices that fit your filter, or every invoice, so you can reconcile billing with payments recorded in another tool.
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