Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Airtable
Trigger: Watch new comments
QuickFile
Action: Select an action
1. Select a trigger
  • Triggers when a new comment is added to a record.

  • Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).

  • Triggers when a new response is submitted.

2. Select an action
  • Creates a new bank account.

  • Creates a new client record.

  • Creates a new invoice, estimate or recurring invoice template.

  • Deletes a client record.

  • Deletes an invoice, estimate or recurring invoice template.

  • Retrieves client and contact data.

  • Retrieves a single invoice, estimate or recurring invoice template.

  • Performs an arbitrary authorized API call.

  • Updates an existing client record.

  • Updates an invoice, estimate or recurring invoice template.

Select a trigger and an action

Create workflow (opens in a new tab)