Survey Booker integration with QuickFile
How to Produce QuickFile invoices for new Survey Booker payments
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 "Produce QuickFile invoices for new Survey Booker payments" 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 Survey Booker integrations
Survey Booker actions
Nekton can use any feature that is available in Survey Booker API.
Using our advanced AI, you can easily create custom automations for Survey Booker.
Here are some typical actions you can do in your automated workflows.
Customer Resubscribes to Marketing Email
Triggers when a customer opts back in to marketing emails.
Estimated Report Date Rescheduled
Triggers when the estimated report date is rescheduled on Survey Booker.
Inspection Date Rescheduled
Triggers when the inspection date has been rescheduled on Survey Booker.
New Customer
Triggers when a new unique customer is added to Survey Booker. Add new customer details to other apps.
New Review
Triggers when a customer has left a new review on Survey Booker.
Report Uploaded
Triggers when the report has been uploaded to Survey Booker.
About Survey Booker
Survey Booker is the CRM system for Surveyors to help you grow sales, save time and manage your customers.