Question about Zapier and create client options

Feature Request
1

Not sure which category to put this in but here goes…

I’m creating an onboarding automation using Zapier that includes quickfile. I fill in a google form with the new client details, which then creates a client in quickfile via zapier and sends an invoice.

When i manually create a client, I always disable Stripe and Paypal options for the invoice and allow pdf attachments. THere is no option to do this in zapier module.

Is there any way that i can disable Stripe and Paypal and allow pdfs by default in quickfile because its something that I always have to do manually.

Therefore I could then use the zap to then send an invoice afterwards. I don’t want to send an invoice with these payment options available to the new client. THanks

2 Likes
2

Hi @ianjh

Apologies for the delayed reply.

This isn’t something that’s possible at the moment via Zapier, unfortunately. We can certainly consider it as a future enhancement. Just let me know if you’d like us to do this and we’ll move the thread across to Feature Request

3

Yes I’d like to add this to the feature list. I’m unable to automate this part of the onboarding otherwise. Thanks