Interact + QuickFile
Create QuickFile clients from new Interact leads
Effortlessly manage your sales process by connecting your Interact app with QuickFile. With this workflow, every time a new lead is captured in Interact, a client will be created in QuickFile. Streamline your client onboarding process and focus on closing deals, while this automation handles the data entry for you.
Effortlessly manage your sales process by connecting your Interact app with QuickFile. With this workflow, every time a new lead is captured in Interact, a client will be created in QuickFile. Streamline your client onboarding process and focus on closing deals, while this automation handles the data entry for you.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Client
Adds a new contact record to your QuickFile account.
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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
