QuickFile + Zoho Forms
Create QuickFile clients from new Zoho Forms entries
Effortlessly manage your client information with this automation workflow between Zoho Forms and QuickFile. When a new form entry is submitted in Zoho Forms, this workflow will create a new client in QuickFile. Save time and stay organized, so you can focus on growing your client base and delivering exceptional services.
Effortlessly manage your client information with this automation workflow between Zoho Forms and QuickFile. When a new form entry is submitted in Zoho Forms, this workflow will create a new client in QuickFile. Save time and stay organized, so you can focus on growing your client base and delivering exceptional services.
- When this happens...New Form Entry
Triggers when a new form entry is submitted.
- automatically do this!Create Client
Adds a new contact record to your QuickFile account.
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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
