Triggers

Add Members to Project

Data sent to QuickFile, when the user adds one or more members to a specific project.

New Task

Data sent to QuickFile, when the user creates a new task in the project.

Create Task Comment

Data sent to QuickFile, when the user added a new comment in the task of the project.

Create Global Comment

Data sent to QuickFile, when the user added a new comment.

New Activity

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

New Task Activity

Data sent to QuickFile, when the user performs any activity on the particular task of the project.

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