Formidable Forms + QuickFile

Create QuickFile clients from new Formidable Forms entries

Save time and streamline your data flow with this seamless automation between Formidable Forms and QuickFile. When a new entry is submitted in Formidable Forms, this workflow will instantly create a client in QuickFile with the corresponding information. Experience a more efficient process, reducing manual data entry and keeping your client records up-to-date without any hassle.

When this happens...
New Entry
Triggers when a new form is submitted.
TriggerInstant
automatically do this!
Create Client
Adds a new contact record to your QuickFile account.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document TypeRequired
Trigger
Instant
Try It
- 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
Action
Write

- FormRequired
Trigger
Instant
Try It
New Client
Triggers when a new client record is created.
Trigger
Instant
Try It
- AmountRequired
- DescriptionRequired
- Date
- Bank Nominal Code
- Notes
Action
Write
- Client NameRequired
- DescriptionRequired
- Total AmountRequired
- Issue Date
- Due Date
- Invoice Status
- Paid Date
- Bank Nominal Code
- Currency
- Exchange Rate
- Notes
- Nominal Code
- VAT Rate
Action
Write

About Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.