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- 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