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.

Notion
Trigger: Watch Data Source Items
QuickFile
Action: Select an action
1. Select a trigger
  • Triggers when a Data source (legacy database) item is created or updated.

  • Triggers when a specified event is created.

  • Triggers when a data source, page or legacy database is created and updated.

  • Triggers when a page content is created.

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)