Triggers

New Board

Data sent to QuickFile, when the user creates a new board.

New List

Data sent to QuickFile, when the user creates a new list on the board.

New Card

Data sent to QuickFile, when the user creates a new card in the list of the board.

New Activity

Data sent to QuickFile, when the user performs any activity.

Actions

Create Client

Adds a new contact record to your QuickFile account.

Create Bank Entry

Creates an untagged entry in a bank account on QuickFile.

Create Invoice

Creates a new invoice in your QuickFile account