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How Zapier works
Zapier makes it easy to integrate QuickFile with Split CSV - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Client" from QuickFile.
Add your action
An action happens after the trigger—such as "Split File" in Split CSV.
You’re connected!
Zapier seamlessly connects QuickFile and Split CSV, automating your workflow.
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 ItTriggerInstant - AmountRequired
- DescriptionRequired
- Date
- Bank Nominal Code
- Notes
ActionWrite- Client NameRequired
- DescriptionRequired
- Total AmountRequired
- Issue Date
- Due Date
- Invoice Status
- Paid Date
- Bank Nominal Code
- Currency
- Exchange Rate
- Notes
- Nominal Code
- VAT Rate
ActionWrite- Source FileRequired
- Split MethodRequired
- Column
- File Size
- Total Number of Files
- Lines Per File
- Records Per File
- Number of Header RowsRequired
- Skip Initial Rows
- Record Separator
- Duplicate Row Handling
- Per File Notifications
- Notification URL
ActionWrite
- Document TypeRequired
Try ItTriggerInstant- 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
ActionWrite- Split Completed
Triggers when the output of a split is ready to be downloaded.
Try ItTriggerInstant
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