Connect QuickFile to LeadConnector and automate your work
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
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Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Client
Triggers when a new client record is created.
Try It - AmountRequired
- 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
- First NameRequired
- Last NameRequired
- Business nameRequired
- User Phone
- EmailRequired
- Address
- City
- State / Prov / Region
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- CountryRequired
- Date Of Birth
- Document TypeRequired
Try It- Company NameRequired
- First Name
- Surname
- Email
- Address Line 1
- Address Line 2
- Town
- Country ISO
- Post Code
- Account Reference
- Vat Number
- Vat Exempt
- Telephone
- Password
- In PipelineRequired
- Moved to Stage
Try It- First NameRequired
- Last NameRequired
- Business nameRequired
- User Phone
- EmailRequired
- Address
- City
- State / Prov / Region
- CountryRequired
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- In PipelineRequired
- Select StageRequired
- Assign to User
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Related categories
Related categories