Create integrations between QuickFile and Survey Booker to automate any workflow
Create your first workflow
Quickly automate workflows with QuickFile and Survey Booker using Zapier's templates.
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How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
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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 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
Customer Unsubscribed From Email
Triggers when a customer unsubscribes from a lead nurture email.
Try It
Document 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
Customer Resubscribes to Marketing Email
Triggers when a customer opts back in to marketing emails.
Try ItEstimated Report Date Rescheduled
Triggers when the estimated report date is rescheduled on Survey Booker.
Try It