Keep client records ready for billing
A client captured in your content operations can become a Quaderno contact before the first invoice is due.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Tool to create a new contact (customer or vendor). use when you need to add a person or company contact in quaderno.
Why this helps
New clients may be ready for work long before their billing contact is set up, forcing a last-minute admin scramble.
- Create a billing contact as soon as your backend signals client onboarding.
- Avoid retyping client information into a separate billing system.
- Make the next invoice easier to prepare.
Setup
Build it in a few focused steps.
- 1Connect Flotiq and Quaderno to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to create Quaderno contacts from new Flotiq client records.
- 3Write one plain-language prompt describing when a client record is ready and how to create its billing contact.
- 4Choose an incoming webhook trigger and a reporting channel, then test with one real client record.
Questions about this workflow
Can this run directly from a Flotiq event?
No Flotiq trigger event is listed for this pairing. Your backend should send the record-ready request to a Notis webhook.
Does this create an invoice too?
No. It creates a contact so billing can begin with a prepared customer record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Flotiq to Quaderno. A trigger fires from one place; an action lands in another.
Flotiq triggers
Quaderno actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Calculate Tax Rate
Tool to calculate applicable tax rate for given address and transaction type. use when you need tax details before invoicing.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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 Invoice
Tool to create a new invoice. use when you need customer, items, and payment details prepared before invoicing.
Create Product
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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 Tax ID
Tool to permanently delete a registered tax id by id. use when you have confirmed the tax id exists and no longer need the tax id.
Connect any two apps with Notis in the middle.
Flotiq and Quaderno, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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