QuickFile + Concord Integration

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

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Create QuickFile client from new Concord company

If you have created a company in Concord, 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 Concord contact

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

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Create Your Own QuickFile & Concord Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between QuickFile & Concord

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Contact is created in Concord Instant
Company is created in Concord Instant
Deal status is changed in Concord Instant
Deal is created in Concord Instant
Deal stage is changed in Concord Instant
Stage is created in Concord
Note is created in Concord
User is created in Concord
Call is created in Concord
Product is created in Concord
Activity is created in Concord
Pipeline is created in Concord
Document is created in Concord
Document status is changed in Concord Instant

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
Create contact in Concord
Search contact in Concord
Update contact in Concord
Delete contact in Concord
Create note in Concord
Update note in Concord
Search note in Concord
Delete note in Concord
Create stage in Concord
Update stage in Concord
Search stage in Concord
Delete stage in Concord
Create company in Concord
Search company in Concord
Update company in Concord
Delete company in Concord
Create deal in Concord
Search deal in Concord
Update deal in Concord
Delete deal in Concord
Create user in Concord
Search user in Concord
Update user in Concord
Delete user in Concord
Create call in Concord
Search call in Concord
Update call in Concord
Delete call in Concord
Create product in Concord
Search product in Concord
Update product in Concord
Delete product in Concord
Create activity in Concord
Search activity in Concord
Update activity in Concord
Delete activity in Concord
Create pipeline in Concord
Search pipeline in Concord
Update pipeline in Concord
Delete pipeline in Concord
Search document in Concord
Delete document in Concord

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Integrate QuickFile & Concord In 1 Click
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You Can Also Connect QuickFile or Concord With 1100+ Other Apps

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

Concord CRM is a self-hosted deal management CRM that helps close deals faster with customizable pipeline management and tailored win probabilities. Easy-to-use, affordable, it is the perfect solution for streamlining your sales process.

See Concord Integrations