Question about Zapier and create client options

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

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

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