QuickFile and Salesflare
How to connect QuickFile
- Via Zapier — 5 operations available. Set it up ↗
- Via Make — 13 modules available. Set it up ↗
What you can automate
- When new Client in QuickFile, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Invoice in QuickFile, create opportunity, then find or create contact in Salesflare.
About QuickFile
UK based cloud accounting software. Manage your accounts and bookkeeping in the cloud. QuickFile is simple to use, fast and free!
QuickFile operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Client — Triggers when a new client record is created.
- New Invoice — Triggers when a new invoice, estimate or recurring template is created.
Actions (3)
Things Salesflare can make it do
- Create Bank Entry — Creates an untagged entry in a bank account on QuickFile.
- Create Client — Adds a new contact record to your QuickFile account.
- Create Invoice — Creates a new invoice in your QuickFile account.
QuickFile operations on Make
Actions (10)
Things Salesflare can make it do
- Create a Bank Account — Creates a new bank account.
- Create a Client — Creates a new client record.
- Create an Invoice — Creates a new invoice, estimate or recurring invoice template.
- Delete a Client — Deletes a client record.
- Delete an Invoice — Deletes an invoice, estimate or recurring invoice template.
Show 5 more actions
- Get a Client — Retrieves client and contact data.
- Get an Invoice — Retrieves a single invoice, estimate or recurring invoice template.
- Make an API Call — Performs an arbitrary authorized API call.
- Update a Client — Updates an existing client record.
- Update an Invoice — Updates an invoice, estimate or recurring invoice template.
Searches (3)
Look up existing records
- Search Bank Accounts — Searches for bank accounts or lists them all.
- Search Clients — Searches for clients or lists them all.
- Search Invoices — Searches for invoices or lists them all.
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