Agendor + QuickFile Integration

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Popular Agendor + QuickFile Workflows

Create QuickFile client from new Agendor organization

If you have created a organization in Agendor, it's important to create a client in QuickFile. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.

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Create QuickFile client for new Agendor contact

In order to keep your accounting and customer records in sync, when you create a contact in Agendor, this automation will automatically create a client in QuickFile.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Agendor and QuickFile!

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Person is created in Agendor Instant
Person is updated in Agendor Instant
Deal is won in Agendor Instant
Deal stage is changed in Agendor Instant
Deal is updated in Agendor Instant
Deal is created in Agendor Instant
Deal is lost in Agendor Instant
Task is created in Agendor Instant
Organization is created in Agendor Instant
Organization is updated in Agendor Instant

Create person in Agendor
Update person in Agendor
Get person by id in Agendor
Search person in Agendor
Update deal status in Agendor
Update deal stage in Agendor
Update deal in Agendor
Get deal by id in Agendor
Search deal in Agendor
Create task in Agendor
Update organization in Agendor
Create organization in Agendor
Get organization by id in Agendor
Search organization in Agendor
Create client in QuickFile
Search client in QuickFile
Create invoice in QuickFile
Get invoices by ID in QuickFile
Create item in QuickFile
Create bank entry in QuickFile

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Integrate Agendor & QuickFile In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Agendor & QuickFile with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Agendor & QuickFile With 1100+ Other Apps

Agendor is a sales improvement platform designed for Brazilian companies with long sales cycles, where you can monitor and manage all your contacts, proposals, deals and activities at one place.

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QuickFile allows you to manage your accounts and bookkeeping in the cloud. It lets you quickly record transactions, create invoices and produce financial reports. All of this can be done anywhere with an internet connection - even on mobile devices!

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