GoCanvas + QuickFile

GoCanvas + QuickFile integrations

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.

When this happens...
New SubmissionTriggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
TriggerInstant
automatically do this!
Create ClientAdds a new contact record to your QuickFile account.
ActionWrite

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More things you can do with GoCanvas and QuickFile

Discover other triggers and actions you can use with GoCanvas and QuickFile

- Trigger Mid Workflow
- App Name
  Required
Trigger
Instant
Try It
- App Name
  Required
- Item Description
- Assign Item To
- Schedule At
Action
Write
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

- App Name
  Required
- Item Description
  Required
Action
Write
- Reference Data ID
  Required
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

About GoCanvas

GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Customize your own mobile inspections, work orders, time cards, invoices, waivers and much more. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.

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Related categories

Forms & Surveys

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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

Related Zap Templates

Create QuickFile invoices from new GoCanvas submissions

Related Zap Templates

Create QuickFile invoices from new GoCanvas submissions