QuickFile Help & Support

  • How to Get Started with Quickfile on Zapier
  • Popular Things To Do With Quickfile
  • Common Problems with Quickfile on Zapier

How to Get Started with Quickfile on Zapier

When you connect QuickFile to your Zapier account you will be presented with a screen like this.

Connect to QuickFile

The last field will ask you to enter an Application ID. To get the Application ID you first need to create an application definition in your QuickFile account, here's how:

  1. From your QuickFile Dashboard, go to the 'Account Settings' menu, select '3rd Party Integration' followed by the 'API' option.
  2. Now click the green box to create a new Application.

Create new app

  1. Enter a name and description for the Application, then add all the available API methods to the box on the right, this will give Zapier full access.

name your app

  1. Save the application and your new application will be assigned an Application ID.

Copy App ID

  1. Now copy and paste this Application ID into Zapier when connecting to your QuickFile account.

paste into Zapier

Then click "Continue" and you should be ready to complete your Zap connected to QuickFile.

Please note: Zapier will automatically setup Webhook notifications on your QuickFile account when you complete the above authorisation process. If you have an active QuickFile session open in another tab, you will need to log out and back into QuickFile before the triggers are fired.

Popular Things To Do With Quickfile

  • Create QuickFile entries from new Stripe charges

    Stripe + QuickFile

    Try It
  • Create new QuickFile invoices for new WooCommerce orders

    WooCommerce + QuickFile

  • Create new detailed Google Calendar events for new QuickFile invoices

    QuickFile + Google Calendar

  • Create QuickFile invoices from Shopify orders

    Shopify + QuickFile

  • Add QuickFile clients from MailChimp subscribers

    Mailchimp + QuickFile

  • Add new MailChimp subscribers from QuickFile clients

    QuickFile + Mailchimp

Common Problems with Quickfile on Zapier

Getting a "No active Power User Subscription" error

In order to integrate with Zapier, QuickFile users must have a "Power User Subscription". You can read more about this [here] (https://community.quickfile.co.uk/t/power-user-subscription/8853)

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