Nutshell + QuickFile Integration

Connect Nutshell to QuickFile in 1 click

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Popular Nutshell + QuickFile Workflows

Create QuickFile client from new Nutshell account

If you have created a account in Nutshell, 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 Nutshell person

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

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Create Your Own Nutshell & QuickFile Integration Without Any Code

Create Custom Workflow

Person is created in Nutshell Instant
Activity is created in Nutshell Instant
Lead is created in Nutshell Instant
Lead is won in Nutshell Instant
Company is created in Nutshell Instant

Create person in Nutshell
Search person in Nutshell
Create lead in Nutshell
Update lead in Nutshell
Search lead in Nutshell
Create company in Nutshell
Search account in Nutshell
Get contact by ID in Nutshell
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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You Can Also Connect Nutshell or QuickFile With 1200+ Other Apps

Nutshell is an affordable, easy-to-use CRM. Features include lead scoring and prioritization, along with activity streams and notifications to help you stay on top of your opportunities.

See Nutshell 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