Formidable Forms + QuickFile
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.
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.
- When this happens...New Entry
Triggers when a new form is submitted.
- automatically do this!Create Client
Adds a new contact record to your QuickFile account.
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FormRequired
Try ItApi Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Document TypeRequired
Try ItCompany NameRequired
First Name
Surname
Email
Address Line 1
Address Line 2
Town
Country ISO
Post Code
Account Reference
Vat Number
Vat Exempt
Telephone
Password
FormRequired
Try ItNew Client
Triggers when a new client record is created.
Try ItAmountRequired
DescriptionRequired
Date
Bank Nominal Code
Notes
Client NameRequired
DescriptionRequired
Total AmountRequired
Issue Date
Due Date
Invoice Status
Paid Date
Bank Nominal Code
Currency
Exchange Rate
Notes
Nominal Code
VAT Rate
