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 Sheets
Trigger: Perform a Function
QuickFile
Action: Select an action
1. Select a trigger
  • Receives data from the MAKE_FUNCTION or INTEGROMAT functions used in a sheet. Please note, the Sheets Add-On is required.

  • Triggers when a cell is updated. Watches only changes made in Google Sheet app. Sheets Add-On required.

  • Triggers when a new row is added.

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)