Insightly + QuickFile Integration

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

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Create QuickFile client from new Insightly organisation

If you have created a organisation in Insightly, 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 Insightly contact

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

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Create Your Own Insightly & QuickFile Integration Without Any Code

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

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Task is created in Insightly
Lead is created in Insightly
Lead is updated in Insightly
Opportunity is created in Insightly
Organisation is added in Insightly
Organisation is updated in Insightly
Contact is updated in Insightly
Contact is created in Insightly
Project is created in Insightly

Update opportunity in Insightly
Create contact in Insightly
Search contact in Insightly
Create opportunity in Insightly
Search opportunity in Insightly
Create lead in Insightly
Search lead in Insightly
Create task in Insightly
Search user in Insightly
Create organisation in Insightly
Search organisation in Insightly
Create project in Insightly
Search project in Insightly
Get contact by id in Insightly
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

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750 Tasks

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2,000 Tasks

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Integrate Insightly & QuickFile In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Insightly & QuickFile with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect Insightly or QuickFile With 1100+ Other Apps

Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.

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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!

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