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Choose an Action
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QuickFile
QuickFile
1. Choose trigger event
Podio
Podio
2. Choose action
1. Select the event
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QuickFile
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Client" from QuickFile.
Add your action
An action happens after the trigger—such as "Attach File" in Podio.
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Zapier seamlessly connects QuickFile and Podio, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- 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- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Field
- Action TypeRequired
- Include Image Attachments
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- OrganizationRequired
- WorkspaceRequired
Try ItTriggerPolling- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- View
Try ItTriggerPolling
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Related categories
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