Apollo + QuickFile Integration

Connect Apollo to QuickFile - Automate your workflows in 1-click

Make use of Apollo automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up QuickFile automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Skip the manual back and forth! Easily automate the flow of data between Apollo & QuickFile using Integrately.
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Ready Workflows For Apollo + QuickFile Integration

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Apollo + QuickFile Integration

Create QuickFile client for new Apollo contact

In order to keep your accounting and customer records in sync, when you create a contact in Apollo, 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 Apollo and QuickFile!
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Apollo + QuickFile Integration
1.
  • Apollo
    Contact is updated in Apollo

    Triggers the automation whenever a contact is updated

  • Apollo
    Contact is created in Apollo Instant
  • Apollo
    Contact is updated in Apollo Instant
  • Apollo
    Account is created in Apollo

    Triggers the automation whenever a new account is created

    Instant
  • Apollo
    Account is updated in Apollo

    Triggers the automation whenever an account is updated

    Instant
  • Apollo
    Contact is created in Apollo

    Triggers the automation whenever a new contact is created

  • Apollo
    Account is created or updated in Apollo

    Triggers the automation whenever an account is created or updated

2.
  • Apollo
    Get contact by ID in Apollo
  • Apollo
    Bulk people enrichment in Apollo

    Automatically enriches people in bulk

  • Apollo
    Create opportunity in Apollo

    Automatically creates a new instance of the support system

  • Apollo
    Update opportunity in Apollo

    Automatically updates the opportunity details as needed

  • Apollo
    Add contacts to sequence in Apollo

    Automatically schedule contacts to receive a series of predefined emails or communication

  • Apollo
    Search contact in Apollo

    Automatically finds and retrieves contact information

  • Apollo
    Create contact in Apollo

    Automatically adds a new contact to the database

  • Apollo
    Remove contacts from sequence in Apollo

    Automatically removes contacts from a sequence

  • Apollo
    Update contact in Apollo

    Automatically updates contact information with new details

  • Apollo
    Update contact stage in Apollo

    Automatically moves the contact to a different stage based on particular criteria

  • Apollo
    Search account in Apollo

    Automatically searches for account information

  • Apollo
    Update account stage in Apollo

    Automatically updates the stage of an account based on criteria

  • Apollo
    Enrich organization in Apollo

    Automatically enriches organization data

  • Apollo
    Create account in Apollo

    Automatically generates a new account

  • Apollo
    Update account in Apollo

    Automatically updates account information

  • Apollo
    Enrich people using domain in Apollo

    Automatically enriches people data using a domain

  • Apollo
    Get list by ID in Apollo

    Automatically retrieves a list by its ID

  • Apollo
    Search sequence in Apollo

    Automatically searches for a sequence

  • Apollo
    Enrich people in Apollo

    Automatically enriches people data

  • Apollo
    Update contact ownership in Apollo

    Automatically transfer ownership of contacts to a user

  • Apollo
    Update account ownership in Apollo

    Automatically transfer ownership of an account to a new user

  • QuickFile
    Create client in QuickFile

    Automatically generates a new client profile

  • QuickFile
    Search client in QuickFile

    Automatically searches for a client

  • QuickFile
    Create invoice in QuickFile

    Automatically generates invoices for sales transactions

  • QuickFile
    Get invoices by ID in QuickFile

    Automatically retrieves invoices based on their unique identification number

  • QuickFile
    Create item in QuickFile

    Automatically generates a new item

  • QuickFile
    Create bank entry in QuickFile

    Automatically generates a new entry in the bank ledger

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