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Create a QuickFile client for new Mailchimp subscriber
Create a QuickFile client for new Mailchimp subscriber
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Add a Member to a Segment
Adds a new member to a static segment.
Action
Add an Event
Adds a new event to the member.
Action
Add/Remove Member Tags
Adds or removes tags from a list member.
Action
Add/Update a List Member
Adds or updates a list member.
Action
Add/Update a Subscriber
Adds an email address to a subscriber list.
Action
Create a Bank Account
Creates a new bank account.
Action
Create a Campaign
Creates a new campaign.
Action
Create a Client
Creates a new client record.
Action
Create a List
Creates a new list.
Action
FAQ
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