Crisp + QuickFile Integration

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

Leverage Crisp automations to personalize customer journeys, automate email marketing communications, and resolve customer queries faster. Set up QuickFile automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. And automate all the repetitive tasks between Crisp & QuickFile using Integrately.

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Ready Workflows For Crisp + QuickFile Integration

Just click on the workflow you want to automate

Create QuickFile client for new Crisp contact

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

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Create Your Own Crisp & QuickFile Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Crisp
Triggers the automation whenever a new contact is created
Instant
Contact is updated in Crisp
Triggers the automation whenever a contact is updated
Instant
Message is received in Crisp
Triggers the automation whenever a new message is received
Instant
Conversation session is updated in Crisp
Triggers the automation whenever a conversation session is updated
Instant
Conversation custom data is updated in Crisp
Triggers the automation whenever custom data is updated during a conversation
Instant
Conversation status is changed in Crisp
Triggers the automation whenever there is a change in the conversation status
Instant
Message is sent in Crisp
Triggers the automation whenever a new message is sent
Instant
Conversation is created in Crisp
Triggers the automation whenever a new conversation is created
Instant

Create contact in Crisp
Automatically adds a new contact to the database
Search contact in Crisp
Automatically finds and retrieves contact information
Update contact in Crisp
Automatically updates contact information with new details
Add a user event in Crisp
Automatically adds a new user event
Search conversation in Crisp
Automatically searches for keywords within a conversation
Set contact custom data in Crisp
Automatically sets custom data for a contact
Create client in QuickFile
Automatically generates a new client profile
Search client in QuickFile
Automatically searches for a client
Create invoice in QuickFile
Automatically generates invoices for sales transactions
Get invoices by ID in QuickFile
Automatically retrieves invoices based on their unique identification number
Create item in QuickFile
Automatically generates a new item
Create bank entry in QuickFile
Automatically generates a new entry in the bank ledger

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

You Can Also Connect Crisp or QuickFile With 1200+ Other Apps

Crisp is a unified communication platform that offers live chat, email, messenger, SMS and Twitter all on one interface. The app helps enterprises improve customer engagement through a coordinated effort of their entire support team.

See Crisp 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