QuickFile + Tally integrations
Create QuickFile invoices from new Tally submissions
Effortlessly manage your invoicing process with this seamless workflow between Tally and QuickFile. When a new submission is received in the Tally app, an invoice will be created in the QuickFile app. This automation saves time and ensures all your invoices are up-to-date, providing a hassle-free and streamlined invoicing experience.
- When this happens...New SubmissionTriggers when a new form submission is received.
- automatically do this!Create InvoiceTriggers when a new invoice, estimate or recurring template is created.
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More things you can do with Tally and QuickFile
Discover other triggers and actions you can use with Tally and QuickFile
- Select a formRequired
Try ItTriggerInstant- Document TypeRequired
Try ItTriggerInstant- 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
ActionWrite
- New Client
Triggers when a new client record is created.
Try ItTriggerInstant - AmountRequired
- DescriptionRequired
- Date
- Bank Nominal Code
- Notes
ActionWrite- Client NameRequired
- DescriptionRequired
- Total AmountRequired
- Issue Date
- Due Date
- Invoice Status
- Paid Date
- Bank Nominal Code
- Currency
- Exchange Rate
- Notes
- Nominal Code
- VAT Rate
ActionWrite
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