Zapier option to use emails for client matching

Feature Request
1

In zapier:
“QuickFile will match against any existing client records with the exact spelling or create a new one on the fly.”

This is a problem for one payment when using the Stripe Checkout


Where only the email is asked to the client to process the payment.
I would love to be able to associate the charge to the client on quickfile automatically. So far the system does not allow me to do this and create a new client with the email as name everytime, so the zapier is not that useful :frowning:

Thanks

2

Hi @expertoswp

Thanks for your suggestion! We can certainly take a look into this if there’s enough interest.

We’ll leave this thread open for others to add their comments.

1 Like
3

Would be possible to use emails as client names on the platform, or that will clash with the invoice generation templates?

4

Technically this is possible, it won’t cause any adverse problems for the system, as long as you don’t mind the email address showing as the client name.

5

I am considering other options at the moment but this is good to know as a work around for being able to use zapier.

Thanks!