LionDesk + QuickFile Integration

Connect LionDesk to QuickFile in 1 click

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LionDesk + QuickFile Integration

Create QuickFile client for new LionDesk contact

In order to keep your accounting and customer records in sync, when you create a contact in LionDesk, 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 LionDesk and QuickFile!
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LionDesk + QuickFile Integration
1.
  • LionDesk
    Contact is created in LionDesk
2.
  • LionDesk
    Create new contact in LionDesk
  • LionDesk
    Find contact in LionDesk
  • LionDesk
    Start campaign in LionDesk
  • LionDesk
    Add tags in LionDesk
  • LionDesk
    Update hotness in LionDesk
  • LionDesk
    Add comment in LionDesk
  • 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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