QuickFile + Zapier Tables
Create records in Zapier Tables for new clients in QuickFile
Streamline your client management process with this efficient workflow. Whenever a new client is added in QuickFile, a corresponding record is instantly created in the Zapier Tables. This ensures all your crucial client data is maintained in one place, enhancing your organization and productivity. Simplify your tasks, reduce manual data entry and focus more on client relationship building with this seamless integration.
Streamline your client management process with this efficient workflow. Whenever a new client is added in QuickFile, a corresponding record is instantly created in the Zapier Tables. This ensures all your crucial client data is maintained in one place, enhancing your organization and productivity. Simplify your tasks, reduce manual data entry and focus more on client relationship building with this seamless integration.
- When this happens...New Client
Triggers when a new client record is created.
- automatically do this!Create Record
Creates a new record on a table.
- Free forever for core features
- 14 day trial for premium features & apps
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
Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try It