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Choose a Trigger
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Choose an Action
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Client
Triggers when a new client record is created.
Try It - AmountRequired
- DescriptionRequired
- Date
- Bank Nominal Code
- Notes
- Client NameRequired
- DescriptionRequired
- Total AmountRequired
- Issue Date
- Due Date
- Invoice Status
- Paid Date
- Bank Nominal Code
- Currency
- Exchange Rate
- Notes
- Nominal Code
- VAT Rate
- Queue_title
- Zap_step_id
- Time Delayed For (value)Required
- Time Delayed For (unit)Required
- Document TypeRequired
Try It- Company NameRequired
- First Name
- Surname
- Email
- Address Line 1
- Address Line 2
- Town
- Country ISO
- Post Code
- Account Reference
- Vat Number
- Vat Exempt
- Telephone
- Password
- Time Delayed For (value)Required
- Time Delayed For (unit)Required
- Date/Time Delayed UntilRequired
- How should we handle dates in the past?
Learn how to automate QuickFile on the Zapier blog
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Related categories
Related categories