AeroLeads + QuickFile Integration

Connect AeroLeads to QuickFile in 1 click

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AeroLeads + QuickFile Integration

Create QuickFile client for new AeroLeads prospect

In order to keep your accounting and customer records in sync, when you create a prospect in AeroLeads, 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 AeroLeads and QuickFile!
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AeroLeads + QuickFile Integration
1.
  • AeroLeads
    Prospect is created in AeroLeads
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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