Fluent CRM + QuickFile Integration

Connect Fluent CRM to QuickFile in 1 click

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Fluent CRM + QuickFile Integration

Create QuickFile client for new Fluent CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Fluent 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 Fluent CRM and QuickFile!
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Fluent CRM + QuickFile Integration
1.
  • Fluent CRM
    Contact is created in Fluent CRM
  • Fluent CRM
    Contact is updated in Fluent CRM
2.
  • Fluent CRM
    Create contact in Fluent CRM
  • Fluent CRM
    Search contact in Fluent CRM
  • Fluent CRM
    Update contact in Fluent CRM
  • Fluent CRM
    Add note to contact in Fluent CRM
  • 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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