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Quaderno

quaderno

Quaderno is a tax compliance platform that automates tax calculations, invoicing, and reporting for businesses worldwide.

TaxesAccountingProposal & Invoice ManagementWeb del proveedor
Acciones
32
Triggers
0
Autenticación
—
OAuth gestionado
No
Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

Acciones disponibles (32)

Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.

Calculate Tax RateQUADERNO_CALCULATE_TAX_RATEAcción

Tool to calculate applicable tax rate for given address and transaction type. use when you need tax details before invoicing.

Parámetros de entrada

  • amountnumber

    Monetary amount for tax calculation

  • tax_idstring

    Customer's tax identification number, if available

  • tax_codestring

    Tax code representing the product or service type

  • to_countryanyObligatorio

    Destination country code (ISO 3166-1 alpha-2)

  • from_countryany

    Origin country code (ISO 3166-1 alpha-2)

  • product_typestringenum

    Type of item being sold

    goodservice
  • to_postal_codestring

    Postal code of the destination address

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create ContactQUADERNO_CREATE_CONTACTAcción

Tool to create a new contact (customer or vendor). use when you need to add a person or company contact in quaderno.

Parámetros de entrada

  • citystring

    City or locality of the address.

  • kindstringObligatorioenum

    Type of contact, either 'person' or 'company'.

    personcompany
  • emailanyemail

    Email address of the contact.

  • regionstring

    State or region of the address.

  • countrystringObligatorio

    2-letter ISO country code.

  • phone_1string

    Primary phone number of the contact.

  • full_namestring

    Full name of the contact. Useful for companies or alternative display.

  • last_namestring

    Last name of the contact. Optional for 'person'.

  • departmentstring

    Department for company contacts.

  • first_namestring

    First name of the contact. Required if kind is 'person'.

  • postal_codestring

    ZIP or postal code.

  • street_line_1string

    First line of street address.

  • contact_personstring

    Primary contact person for company contacts.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create InvoiceQUADERNO_CREATE_INVOICEAcción

Tool to create a new invoice. use when you need customer, items, and payment details prepared before invoicing.

Parámetros de entrada

  • citystring

    Billing city

  • itemsobject[]Obligatorio

    List of line item objects with description, quantity, unit_price

  • notesstring

    Internal notes for the invoice

  • numberstring

    Invoice number; auto-generated if omitted

  • regionstring

    Billing region/state

  • tax_idstring

    Customer tax ID

  • contactobjectObligatorio

    Customer data object or existing contact reference {id:...}

  • countrystring

    Billing country code

  • subjectstring

    Invoice subject or summary

  • currencystringObligatorio

    Three-letter ISO currency code

  • due_datestring

    Payment due date (YYYY-MM-DD)

  • evidenceobject

    Evidence object for tax calculation

  • tag_liststring

    Comma-separated list of tags

  • po_numberstring

    Purchase order number

  • attachmentobject

    Attachment object with data, filename, public flag

  • issue_datestring

    Invoice issue date (YYYY-MM-DD)

  • postal_codestring

    Billing postal code

  • street_line_1string

    Billing street line 1

  • street_line_2string

    Billing street line 2

  • custom_metadataobject

    Custom metadata key/value pairs

  • payment_detailsstring

    Payment details info

  • recurring_periodstringenum

    Recurring period unit

    daysweeksmonthsyears
  • payment_processorstring

    Payment processor name

  • processor_fee_centsinteger

    Processor fee in cents

  • recurring_frequencyinteger

    Recurring frequency number

  • payment_processor_idstring

    Processor-assigned invoice ID

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create ProductQUADERNO_CREATE_PRODUCTAcción

Tool to create a new product. use after configuring sku, pricing, and tax settings.

Parámetros de entrada

  • codestringObligatorio

    The product's SKU (Stock Keeping Unit).

  • kindstringenum

    Type of product: one-off purchase or subscription.

    one_offsubscription
  • namestringObligatorio

    The product's name for customer display.

  • stockstring

    Stock of the physical product.

  • countrystring

    2-letter ISO country code. Required if tax_based_on is 'country'.

  • currencystring

    Three-letter ISO currency code in uppercase.

  • tax_typestringenum

    Whether taxes are included in the unit_cost.

    excludedincluded
  • tax_classstringenum

    Tax class that applies to the product.

    consultingeserviceebooksaasstandardreduced
  • unit_coststringObligatorio

    The unit price to be charged.

  • descriptionstring

    The product's description for customer display.

  • product_typestringenum

    The type of the product: 'good' or 'service'.

    goodservice
  • tax_based_onstringenum

    How taxes are calculated: based on customer country or a specific country.

    customer_countrycountry
  • stripe_plan_idstring

    For Stripe subscriptions: ID of the Stripe price.

  • paypal_interval_unitstringenum

    For PayPal subscriptions: billing frequency unit.

    dailyweeklymonthlyyearly
  • paypal_interval_durationinteger

    For subscription products: number of times the charge should recur.

  • paypal_interval_frequencyinteger

    For PayPal subscriptions: number of intervals between subscription billings.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Delete CouponQUADERNO_DELETE_COUPONAcción

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).

Parámetros de entrada

  • idstringObligatorio

    Unique identifier of the coupon to be deleted

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Delete ExpenseQUADERNO_DELETE_EXPENSEAcción

Tool to permanently delete an expense by id. use when you have confirmed the expense id is correct and no longer need the expense.

Parámetros de entrada

  • idstringObligatorio

    Unique identifier of the expense to be deleted

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Delete ProductQUADERNO_DELETE_PRODUCTAcción

Tool to permanently delete a product by id. use when you have confirmed the product id is correct and no longer need the product.

Parámetros de entrada

  • idstringObligatorio

    Unique identifier of the product to be deleted

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Delete Tax IDQUADERNO_DELETE_TAX_IDAcción

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.

Parámetros de entrada

  • idstringObligatorio

    Unique identifier of the tax ID to be deleted

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Deliver Credit NoteQUADERNO_DELIVER_CREDIT_NOTEAcción

Tool to deliver a credit note to the customer via email. use after confirming the credit note is finalized.

Parámetros de entrada

  • idstringObligatorio

    Unique identifier of the credit note to deliver

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Deliver InvoiceQUADERNO_DELIVER_INVOICEAcción

Tool to deliver an invoice to the customer via email. use after confirming the invoice is finalized to send it.

Parámetros de entrada

  • idstringObligatorio

    Unique identifier of the invoice to deliver

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List ContactsQUADERNO_LIST_CONTACTSAcción

Tool to list contacts, paginated and filterable by name, email, or tax id. use when you need to retrieve subsets of your contacts.

Parámetros de entrada

  • qstring

    Filter contacts by full name, email, or tax ID (case-sensitive)

  • processor_idstring

    Filter contacts by external processor ID

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List CouponsQUADERNO_LIST_COUPONSAcción

Tool to list all coupons. use when you need to retrieve available coupons sorted by creation date (newest first).

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List EvidenceQUADERNO_LIST_EVIDENCEAcción

Tool to list all evidence objects. use when you need to retrieve location evidences, optionally filtered by state or document id.

Parámetros de entrada

  • statestring

    Filter by one or more evidence states, comma-separated. Valid states: 'confirmed', 'unsettled', 'conflicting'

  • document_idinteger

    Filter by related document ID

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List ExpensesQUADERNO_LIST_EXPENSESAcción

Tool to list all expenses, paginated. use when you need to page through expenses with optional filters. example: listexpenses(limit=50, created before="exp 12345").

Parámetros de entrada

  • limitinteger

    Number of expenses to return per page (default 25, max 100)

  • created_beforestring

    Return expenses created before this expense ID for pagination

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List Tax JurisdictionsQUADERNO_LIST_JURISDICTIONSAcción

Tool to list all tax jurisdictions. use when you need supported jurisdictions for tax calculations.

Parámetros de entrada

  • regionstring

    Region or state filter. Case-sensitive. Use 'none' to return jurisdictions without a region.

  • countrystring

    2-letter ISO 3166-1 country code to filter jurisdictions. Case-sensitive.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List ProductsQUADERNO_LIST_PRODUCTSAcción

Tool to list all products. use when you need a paginated and filterable product catalog.

Parámetros de entrada

  • qstring

    Case-sensitive filter string; matches product's name or SKU code.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List Registered Tax IDsQUADERNO_LIST_REGISTERED_TAX_I_DSAcción

Tool to list all registered tax ids. use when retrieving jurisdictions where your business has registered tax ids. supports optional cursor-based pagination.

Parámetros de entrada

  • limitinteger

    Maximum number of records to return (default 25, max 100).

  • created_beforeinteger

    Cursor to return only tax IDs created before this timestamp. Use the `created_at` value from the last record of the previous page.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List Reporting RequestsQUADERNO_LIST_REPORTING_REQUESTSAcción

Tool to list all reporting requests. use after creating report requests to retrieve their status and download links.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List SessionsQUADERNO_LIST_SESSIONSAcción

Tool to list all quaderno checkout sessions, paginated and filterable by status. use when you need to retrieve your checkout sessions.

Parámetros de entrada

  • statusstring

    Filter sessions by status

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List Tax CodesQUADERNO_LIST_TAX_CODESAcción

Tool to list all supported tax codes. use when you need to retrieve the full set of tax codes for classifying items.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List WebhooksQUADERNO_LIST_WEBHOOKSAcción

Tool to list all webhooks. use when you need to retrieve webhook configurations.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Retrieve ContactQUADERNO_RETRIEVE_CONTACTAcción

Tool to retrieve details of an existing contact by id. use after confirming contact id.

Parámetros de entrada

  • idstringObligatorio

    ID of the contact to retrieve

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Retrieve CouponQUADERNO_RETRIEVE_COUPONAcción

Tool to retrieve details of an existing coupon by id. use after obtaining the coupon id from creation or list operations.

Parámetros de entrada

  • idstringObligatorio

    Unique identifier of the coupon to retrieve

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Retrieve EvidenceQUADERNO_RETRIEVE_EVIDENCEAcción

Tool to retrieve details of an existing evidence object by id. use after confirming evidence id.

Parámetros de entrada

  • idstringObligatorio

    ID of the evidence to retrieve

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Retrieve InvoiceQUADERNO_RETRIEVE_INVOICEAcción

Tool to retrieve details of an existing invoice by id. use when you need full invoice details for reporting or reconciliation.

Parámetros de entrada

  • idstringObligatorio

    ID of the invoice to retrieve

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Retrieve Tax JurisdictionQUADERNO_RETRIEVE_JURISDICTIONAcción

Tool to retrieve a tax jurisdiction by id. use when you need the name, country, and region of a specific jurisdiction after confirming its id. example: "retrieve jurisdiction 94".

Parámetros de entrada

  • idstringObligatorio

    ID of the desired jurisdiction

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Retrieve ProductQUADERNO_RETRIEVE_PRODUCTAcción

Tool to retrieve details of an existing product by id. use after confirming the product id exists.

Parámetros de entrada

  • idstringObligatorio

    ID of the desired product

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update Credit NoteQUADERNO_UPDATE_CREDIT_NOTEAcción

Tool to update a credit note. use when you need to modify metadata, tags, notes, billing address, or attach files to an existing credit note. only limited fields can be updated if it has already been paid or delivered.

Parámetros de entrada

  • idintegerObligatorio

    ID of the credit note to update

  • notesstring

    Extra notes about the credit note

  • tag_liststring[]

    List of tags; multiple tags joined by commas

  • po_numberstring

    Purchase order number

  • attachmentobject

    Represents a file attachment for the credit note.

  • street_line_1string

    Billing address line 1

  • street_line_2string

    Billing address line 2

  • custom_metadataobject

    Custom key-value metadata attached to the credit note

  • payment_detailsstring

    Details about accepted payment methods

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update InvoiceQUADERNO_UPDATE_INVOICEAcción

Tool to update an invoice. use when the invoice is not yet paid or delivered to modify only allowed fields. only the fields: po number, tag list, payment details, notes, street line 1, street line 2, custom metadata, and attachment can be modified.

Parámetros de entrada

  • idintegerObligatorio

    ID of the invoice to update

  • notesstring

    Extra notes about the invoice

  • tag_liststring[]

    List of tags; multiple tags will be joined with commas

  • po_numberstring

    Purchase order number

  • attachmentobject

    Represents a file attachment for the invoice.

  • street_line_1string

    Billing address line 1

  • street_line_2string

    Billing address line 2

  • custom_metadataobject

    Custom key-value metadata attached to the invoice

  • payment_detailsstring

    Details about accepted payment methods

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update productQUADERNO_UPDATE_PRODUCTAcción

Tool to update a product; unspecified fields remain unchanged. use after fetching the product to apply partial updates.

Parámetros de entrada

  • idintegerObligatorio

    ID of the product to update

  • codestring

    Product SKU (Stock Keeping Unit)

  • kindstringenum

    Transaction type

    one_offsubscription
  • namestring

    Product name for display

  • stockstring

    Product stock level

  • countrystring

    2-letter ISO country code

  • currencystring

    3-letter ISO currency code, uppercase

  • tax_typestringenum

    Whether unit_cost includes tax or not

    excludedincluded
  • tax_classstringenum

    Tax class for the product

    consultingeserviceebooksaasstandardreduced
  • unit_coststring

    Unit price to be charged

  • descriptionstring

    Product description for display

  • product_typestringenum

    Product type

    goodservice
  • tax_based_onstringenum

    Tax calculation basis

    customer_countrycountry
  • stripe_plan_idstring

    Stripe subscription price ID

  • paypal_interval_unitstringenum

    Subscription billing frequency unit

    dailyweeklymonthlyyearly
  • paypal_interval_durationinteger

    Subscription recurrence count

  • paypal_interval_frequencyinteger

    Subscription billing frequency count

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Validate Tax IDQUADERNO_VALIDATE_TAX_IDAcción

Tool to validate a tax id. use when confirming whether a given country-specific tax id is valid. example: validate tax id 'de303954554' for germany.

Parámetros de entrada

  • tax_idstringObligatorio

    The tax identification number to validate.

  • countrystringObligatorio

    Tax ID's registration country as a 2-letter ISO 3166-1 code.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Void Credit NoteQUADERNO_VOID_CREDIT_NOTEAcción

Tool to void a credit note. use when you need to cancel an existing credit note.

Parámetros de entrada

  • idintegerObligatorio

    Unique identifier of the credit note to void

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not