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.

Google Gemini AI
Trigger: Watch events
QuickFile
Action: Select an action
1. Select a trigger
  • Triggers when a long running task has finished.

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)