Connect QuickFile to Flodesk

Both apps 34QuickFile 19Flodesk 15

• Trigger
  New Client

  Triggers when a new client is created in QuickFile.

• Trigger
  New Invoice

  Triggers when a new invoice is created in QuickFile.

• Action
  Convert estimate to invoice

  Converts an existing estimate into a new invoice in QuickFile.

• Action
  Create Client

  Creates a new client (customer) in QuickFile with a default contact.

• Action
  Create Item

  Creates an inventory item in QuickFile.

• Action
  Create Payment

  Records a payment received from a QuickFile client.

• Action
  Create Supplier

  Creates a new supplier in QuickFile.

• Action
  Delete Client

  Deletes a QuickFile client by ID.

• Action
  Delete invoice

  Deletes a QuickFile invoice, estimate or recurring invoice template, optionally keeping its payments as credits.

• Action
  Delete supplier

  Deletes a supplier record from QuickFile.

• Action
  Find Clients

  Searches QuickFile clients by company name, email or account reference.

• Action
  Find invoices

  Returns QuickFile invoices, estimates or recurring profiles matching your search criteria such as client, invoice number, status, date or amount range (up to 200).

• Action
  Find Suppliers

  Searches QuickFile suppliers by company name.

• Action
  Get Client

  Returns one QuickFile client by ID.

• Action
  Get Invoice

  Returns one QuickFile invoice, estimate or credit note by ID.

• Action
  Get invoice PDF

  Returns a link to the PDF version of a QuickFile invoice or estimate.

• Action
  Get supplier

  Returns a supplier's details and contacts from QuickFile by supplier ID.

• Action
  List Bank Accounts

  Returns the bank accounts in your QuickFile account.

• Action
  Update Client

  Updates an existing client's company details, address, VAT and invoicing preferences in QuickFile.

• Action
  Add custom field

  Creates a new subscriber custom field in your Flodesk account with the label you choose.

• Action
  Add Existing Subscriber to Segment

  Adds an existing Flodesk subscriber to one or more segments and returns the updated subscriber.

• Action
  Add Existing Subscriber to Workflow

  Adds an existing Flodesk subscriber to a workflow, identified by subscriber ID or email address.

• Action
  Add segment

  Creates a new segment in your Flodesk account and returns it.

• Action
  Create/Update Subscriber

  Creates a new Flodesk subscriber, or updates the existing one with the same email address or id, optionally adding them to segments.

• Action
  Find a Subscriber by Email Address

  Looks up a Flodesk subscriber by email address and returns their status, name, segments and custom field values.

• Action
  Get segment

  Returns a single Flodesk segment, including its name, color, type and number of active subscribers.

• Action
  List campaigns

  Returns the email campaigns in your Flodesk account, optionally filtered by status or a search term.

• Action
  List custom fields

  Returns every subscriber custom field defined in your Flodesk account, with each field's key and display label.

• Action
  List segments

  Returns all segments in your Flodesk account, with each segment's name, color, type and active subscriber count.

• Action
  List subscribers

  Returns subscribers in your Flodesk account, optionally filtered by status or segment.

• Action
  List workflows

  Returns the workflows in your Flodesk account, optionally filtered by status (active, paused or draft).

• Action
  Remove Existing Subscriber From Segment

  Removes an existing Flodesk subscriber from one or more segments and returns the updated subscriber.

• Action
  Remove Existing Subscriber From Workflow

  Removes an existing subscriber, identified by subscriber ID or email address, from a Flodesk workflow.

• Action
  Unsubscribe Subscriber

  Unsubscribes a subscriber from all of your Flodesk lists so they no longer receive marketing emails, and returns the updated subscriber.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.