Capsule CRM + QuickFile Integration

Connect Capsule CRM to QuickFile - Automate your workflows in 1-click

Make use of Capsule CRM 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 Capsule CRM & QuickFile using Integrately.

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Ready Workflows For Capsule CRM + QuickFile Integration

Just click on the workflow you want to automate

Create QuickFile client from new Capsule CRM organisation

If you have created a organisation in Capsule CRM, 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.

Activate

Create QuickFile client for new Capsule CRM person

In order to keep your accounting and customer records in sync, when you create a person in Capsule CRM, 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 Capsule CRM and QuickFile!

Activate

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Create Your Own Capsule CRM & QuickFile Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Person is created in Capsule CRM
Triggers the automation when a new person is created
Instant
Person is updated in Capsule CRM
Triggers the automation when a person's profile is updated
Instant
Task is created in Capsule CRM
Triggers the automation when a new task is created
Instant
Task is updated in Capsule CRM
Triggers the automation when any task is updated
Instant
Opportunity is created in Capsule CRM
Triggers the automation when any opportunity is updated
Instant
Opportunity is updated in Capsule CRM
Triggers the automation when any opportunity is updated
Instant
Case is created in Capsule CRM
Triggers the automation when a case is created
Instant
Case is updated in Capsule CRM
Triggers the automation when any case is updated
Instant
Organisation is created in Capsule CRM
Triggers the automation when a new organization is created
Instant
Organisation is updated in Capsule CRM
Triggers the automation when any organization's profile is modified
Instant

Create person in Capsule CRM
Generates a new person
Search person in Capsule CRM
Retrieves information about a person
Create opportunity in Capsule CRM
Creates a new instance of the support system
Search opportunity in Capsule CRM
Searches for a opportunity
Create task in Capsule CRM
Creates a new task
Add note to entity in Capsule CRM
Adds a note to a entity
Create organisation in Capsule CRM
Generates a new invoice
Search organisation in Capsule CRM
Finds and retrieves information about a organization
Search person or organisation in Capsule CRM
Searches for a person or organisation
Add tag to entity in Capsule CRM
Assigns a tag to a designated entity
Create case in Capsule CRM
Generates a new case entry
Search case in Capsule CRM
Searches for a case record
Search milestone in Capsule CRM
Searches for a milestone
Create client in QuickFile
Generates a new client profile
Search client in QuickFile
Searches for a client
Create invoice in QuickFile
Generates invoices for sales transactions
Get invoices by ID in QuickFile
Retrieves invoices based on their unique identification number
Create item in QuickFile
Generates a new item
Create bank entry in QuickFile
Generates a new entry in the bank ledger

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Integrate Capsule CRM & QuickFile In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or QuickFile With 1200+ Other Apps

Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.

See Capsule CRM Integrations

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