Create invoices in QuickFile for new leads in Interact
Create invoices in QuickFile effortlessly whenever you have a new lead in Interact. This automation streamlines your invoicing process, ensuring you never miss out on capturing revenue for new business opportunities. Focus more on converting leads and let this workflow take care of your financial documentation.
Create invoices in QuickFile effortlessly whenever you have a new lead in Interact. This automation streamlines your invoicing process, ensuring you never miss out on capturing revenue for new business opportunities. Focus more on converting leads and let this workflow take care of your financial documentation.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Invoice
Triggers when a new invoice, estimate or recurring template is created.
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QuizRequired
Try ItDocument 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
New 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