WooCommerce integration with QuickFile
How to Create QuickFile invoices for new WooCommerce orders
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create QuickFile invoices for new WooCommerce orders" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate QuickFile integrations
QuickFile actions
Nekton can use any feature that is available in QuickFile API.
Using our advanced AI, you can easily create custom automations for QuickFile.
Here are some typical actions you can do in your automated workflows.
Create Bank Entry
Creates an untagged entry in a bank account on QuickFile.
Create Invoice
Creates a new invoice in your QuickFile account.
Create Client
Adds a new contact record to your QuickFile account.
New Client
Triggers when a new client record is created.
New Invoice
Triggers when a new invoice, estimate or recurring template is created.
About QuickFile
UK based cloud accounting software. Manage your accounts and bookkeeping in the cloud. QuickFile is simple to use, fast and free!