QuickFile + Zoho Forms
Create QuickFile invoices for new Zoho Forms entries
Effortlessly generate invoices for new form entries with this handy workflow. When a new form entry is submitted in Zoho Forms, an invoice will be created in QuickFile. This seamless process saves you valuable time and ensures prompt invoicing, helping you stay organized and efficient in managing your billing needs.
Effortlessly generate invoices for new form entries with this handy workflow. When a new form entry is submitted in Zoho Forms, an invoice will be created in QuickFile. This seamless process saves you valuable time and ensures prompt invoicing, helping you stay organized and efficient in managing your billing needs.
- When this happens...New Form Entry
Triggers when a new form entry is submitted.
- automatically do this!Create Invoice
Triggers when a new invoice, estimate or recurring template is created.
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FormRequired
Try ItNew 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
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
