How to connect QuickFile + Zoom + Box
Zapier lets you send info between QuickFile and Zoom and Box automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
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Choose an Action
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Do even more with QuickFile + Zoom + Box
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with QuickFile, Zoom, and Box. And don’t forget that you can add more apps and actions to create complex workflows.
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
New Audio Transcript
Triggers when a new audio transcript has been completed after a meeting or webinar you hosted completes.
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
New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Try ItWebinar or Meeting?Required
Try It
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How QuickFile + Zoom + Box Integrations Work
- Step 1: Authenticate QuickFile, Zoom, and Box.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.