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QuickFile + SmartSuite

Create new SmartSuite records for each new QuickFile client

Improve your efficiency by linking QuickFile and SmartSuite together. With this workflow, you can instantly create a new record in SmartSuite each time a new client is added in QuickFile. This connection not only saves time but also ensures accuracy, eliminating the need for manual data entry and enhancing your client management process.

Improve your efficiency by linking QuickFile and SmartSuite together. With this workflow, you can instantly create a new record in SmartSuite each time a new client is added in QuickFile. This connection not only saves time but also ensures accuracy, eliminating the need for manual data entry and enhancing your client management process.

  1. When this happens...
    QuickFileQuickFile
    New Client

    Triggers when a new client record is created.

    TriggerInstant
  2. automatically do this!
    SmartSuiteSmartSuite
    Create Record

    Triggers when new record is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • QuickFile triggers, actions, and search

    New Client

    Triggers when a new client record is created.

    Trigger
    Instant
    Try It

    • AmountRequired

    • DescriptionRequired

    • Date

    • Bank Nominal Code

    • Notes

    Action
    Write

    • Client NameRequired

    • DescriptionRequired

    • Total AmountRequired

    • Issue Date

    • Due Date

    • Invoice Status

    • Paid Date

    • Bank Nominal Code

    • Currency

    • Exchange Rate

    • Notes

    • Nominal Code

    • VAT Rate

    Action
    Write

    • SolutionRequired

    • TableRequired

    Trigger
    Instant
    Try It

    • Document TypeRequired

    Trigger
    Instant
    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

    Action
    Write

    • SolutionRequired

    • TableRequired

    Trigger
    Instant
    Try It

    • SolutionRequired

    • TableRequired

    Action
    Write
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About QuickFile

UK based cloud accounting software. Manage your accounts and bookkeeping in the cloud. QuickFile is simple to use, fast and free!

Related categories

  • Accounting
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smartsuite logo

About SmartSuite

SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.

Related categories