Steady + QuickFile Integration

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Steady + QuickFile Integration

Create QuickFile client for new Steady contact

When you create a contact in Steady, it's important to also create that client in QuickFile. That way, all your communications and transactions related to that customer are in one place.

It also helps keep your contacts synced between the two platforms.
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Steady + QuickFile Integration
1.
  • Steady
    Newsletter subscriber is created in Steady
  • Steady
    Subscription is created in Steady
  • Steady
    Publication is created in Steady
2.
  • QuickFile
    Create client in QuickFile
  • QuickFile
    Search client in QuickFile
  • QuickFile
    Create invoice in QuickFile
  • QuickFile
    Get invoices by ID in QuickFile
  • QuickFile
    Create item in QuickFile
  • QuickFile
    Create bank entry in QuickFile
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