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QuickFile logoQuickFile logo
Formidable Forms logoFormidable Forms logo
QuickFile logoQuickFile logo

Formidable Forms + QuickFile

Formidable Forms + QuickFile

Formidable Forms + QuickFile integrations

Create QuickFile clients from new Formidable Forms entries

Save time and streamline your data flow with this seamless automation between Formidable Forms and QuickFile. When a new entry is submitted in Formidable Forms, this workflow will instantly create a client in QuickFile with the corresponding information. Experience a more efficient process, reducing manual data entry and keeping your client records up-to-date without any hassle.

  1. When this happens...
    New Entry
    New Entry
    New EntryTriggers when a new form is submitted.
    TriggerInstant
  2. automatically do this!
    Create Client
    Create Client
    Create ClientAdds a new contact record to your QuickFile account.
    ActionWrite
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More things you can do with Formidable Forms and QuickFile

Discover other triggers and actions you can use with Formidable Forms and QuickFile

    • Form
      Required
    Trigger
    Instant
    Try It
    • Api_docs_info
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
    • Document Type
      Required
    Trigger
    Instant
    Try It
    • Company Name
      Required
    • First Name
    • Surname
    • Email
    • Address Line 1
    • Address Line 2
    • Town
    • Country ISO
    • Post Code
    • Account Reference
    • Vat Number
    • Vat Exempt
    • Telephone
    • Password
    Action
    Write
    • Form
      Required
    Trigger
    Instant
    Try It
  • QuickFile triggers, actions, and search
    New Client

    Triggers when a new client record is created.

    Trigger
    Instant
    Try It
    • Amount
      Required
    • Description
      Required
    • Date
    • Bank Nominal Code
    • Notes
    Action
    Write
    • Client Name
      Required
    • Description
      Required
    • Total Amount
      Required
    • Issue Date
    • Due Date
    • Invoice Status
    • Paid Date
    • Bank Nominal Code
    • Currency
    • Exchange Rate
    • Notes
    • Nominal Code
    • VAT Rate
    Action
    Write
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formidable logo
About Formidable Forms
Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.
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quickfile logo
quickfile logo
About QuickFile
UK based cloud accounting software. Manage your accounts and bookkeeping in the cloud. QuickFile is simple to use, fast and free!
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Related categories
Accounting