QuickFile + Survey Booker
Produce QuickFile invoices for new Survey Booker payments
Set up this integration to automatically create an invoice in QuickFile whenever your customer pays online on Survey Booker. You can also automatically create an invoice in QuickFile when you mark a survey as paid manually, saving you time and effort that you can spend on more important tasks.
Set up this integration to automatically create an invoice in QuickFile whenever your customer pays online on Survey Booker. You can also automatically create an invoice in QuickFile when you mark a survey as paid manually, saving you time and effort that you can spend on more important tasks.
- When this happens...New Payment
Triggers when a new payment is received.
- automatically do this!Create Invoice
Triggers when a new invoice, estimate or recurring template is created.
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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 ItInspection Date Rescheduled
Triggers when the inspection date has been rescheduled on Survey Booker.
Try ItNew Customer
Triggers when a new unique customer is added to Survey Booker. Add new customer details to other apps.
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Customer Unsubscribed From Email
Triggers when a customer unsubscribes from a lead nurture email.
Try ItEstimated Report Date Set
Triggers when the estimated report date has been set on Survey Booker.
Try ItInspection Date Set
Triggers when the inspection date is set on Survey Booker. Get survey details when inspection date is set.
Try ItNew Payment
Triggers when a new payment is received.
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