Send WhatsApp Notifications messages for new QuickFile invoices
Easily keep track of your billing system with this QuickFile and WhatsApp Notifications workflow. Once set up, each new invoice created in QuickFile prompts a message to be sent via WhatsApp Notifications, ensuring you're always up to date with your financial situation. This automatic process not only simplifies your invoice tracking, but also provides efficient communication directly through your preferred messaging platform.
Easily keep track of your billing system with this QuickFile and WhatsApp Notifications workflow. Once set up, each new invoice created in QuickFile prompts a message to be sent via WhatsApp Notifications, ensuring you're always up to date with your financial situation. This automatic process not only simplifies your invoice tracking, but also provides efficient communication directly through your preferred messaging platform.
- When this happens...New Invoice
Triggers when a new invoice, estimate or recurring template is created.
- automatically do this!Send Message
Sends a message to a WhatsApp user.
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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
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
TemplateRequired