GoCanvas + QuickFile
Create new QuickFile clients from GoCanvas submission data
Effortlessly manage your business contacts by connecting GoCanvas and QuickFile with this seamless workflow. Each time you receive a new submission in GoCanvas, a new client will be created in QuickFile, streamlining your client management process and saving you valuable time. No manual data entry required – enjoy a more organized and efficient way to work.
Effortlessly manage your business contacts by connecting GoCanvas and QuickFile with this seamless workflow. Each time you receive a new submission in GoCanvas, a new client will be created in QuickFile, streamlining your client management process and saving you valuable time. No manual data entry required – enjoy a more organized and efficient way to work.
- When this happens...New Submission
Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
- automatically do this!Create Client
Adds a new contact record to your QuickFile account.
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Trigger Mid Workflow
App NameRequired
Try ItApp NameRequired
Item Description
Assign Item To
Schedule At
New Client
Triggers when a new client record is created.
Try ItAmountRequired
DescriptionRequired
Date
Bank Nominal Code
Notes
App NameRequired
Item DescriptionRequired
Reference Data IDRequired
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
