How to connect OffAlerts + QuickFile
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- New Monitor EventTriggers when a new monitor event triggers.Trigger
- New ClientTriggers when a new client record is created.Trigger
- New InvoiceTriggers when a new invoice, estimate or recurring template is created.Trigger
- Create Bank EntryCreates an untagged entry in a bank account on QuickFile.Action
- Create ClientAdds a new contact record to your QuickFile account.Action
- Create InvoiceCreates a new invoice in your QuickFile account.Action
How OffAlerts + QuickFile Integrations Work
- Step 1: Authenticate OffAlerts and QuickFile.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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