CompanyHub + QuickFile Integration

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Popular CompanyHub + QuickFile Workflows

Create QuickFile client from new CompanyHub company

If you have created a company in CompanyHub, 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 CompanyHub contact

In order to keep your accounting and customer records in sync, when you create a contact in CompanyHub, 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 CompanyHub and QuickFile!

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Contact is created in CompanyHub
Contact is updated in CompanyHub
Company is created in CompanyHub
Company is updated in CompanyHub
Record is created (Custom Table) in CompanyHub
Record is updated in CompanyHub
Deal is created in CompanyHub
Deal is updated in CompanyHub
Task is created in CompanyHub
Quote is created in CompanyHub
Sales order is created in CompanyHub

Create contact in CompanyHub
Search contact in CompanyHub
Create record (Custom Table) in CompanyHub
Update record in CompanyHub
Search record in CompanyHub
Get record by id in CompanyHub
Create deal in CompanyHub
Search deal in CompanyHub
Create company in CompanyHub
Search company in CompanyHub
Create task in CompanyHub
Search task in CompanyHub
Create note in CompanyHub
Create quote in CompanyHub
Create sales order in CompanyHub
Search table in CompanyHub
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 CompanyHub & 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 CompanyHub & 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 CompanyHub & QuickFile With 1100+ Other Apps

CompanyHub is a cloud-based solution for seamless sales and marketing automation. It helps businesses manage their sales pipelines from lead generation to campaign execution, and eventually, to sales closure.

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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!

See QuickFile Integrations