Fluent CRM + QuickFile Integration

Connect Fluent CRM to QuickFile in 1 click

Integrate Fluent CRM + QuickFile For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Fluent CRM + QuickFile Workflows

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!

Activate

1of1

Create Your Own Fluent CRM & QuickFile Integration Without Any Code

Create Custom Workflow

Contact is created in Fluent CRM
Contact is updated in Fluent CRM

Create contact in Fluent CRM
Search contact in Fluent CRM
Update contact in Fluent CRM
Add note to contact in Fluent CRM
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

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Fluent CRM & QuickFile In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

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

Fluent is a sleek, intuitive and integrated WordPress CRM that helps you manage your leads from the very first touch-point to the most advanced stages of the sales funnel – all in one place.

See Fluent 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