Paperless Forms + QuickFile
Create QuickFile clients from new Paperless Forms entries
Effortlessly streamline your new client onboarding process with this workflow. When a new entry is submitted via Paperless Forms, this automation will instantly create a client profile in QuickFile. Save time and reduce manual data entry errors by allowing this integration to handle your new client data with ease.
Effortlessly streamline your new client onboarding process with this workflow. When a new entry is submitted via Paperless Forms, this automation will instantly create a client profile in QuickFile. Save time and reduce manual data entry errors by allowing this integration to handle your new client data with ease.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create Client
Adds a new contact record to your QuickFile account.
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Form Name
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
