Nutshell + QuickFile Integration

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

Make use of Nutshell automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up QuickFile automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Skip the manual back and forth! Easily automate the flow of data between Nutshell & QuickFile using Integrately.

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Ready Workflows For Nutshell + QuickFile Integration

Just click on the workflow you want to automate

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

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Person is created in Nutshell
Triggers the automation when a new person is created
Instant
Activity is created in Nutshell
Triggers the automation when a new activity is created
Instant
Lead is created in Nutshell
Triggers the automation when a new lead is created
Instant
Lead is won in Nutshell
Triggers the automation when a lead is marked as won
Instant
Company is created in Nutshell
Triggers the automation when a new company is created
Instant

Create person in Nutshell
Generates a new person
Search person in Nutshell
Retrieves information about a person
Create lead in Nutshell
Generates new leads for potential customers
Update lead in Nutshell
Updates the lead information
Search lead in Nutshell
Retrieves information for a particular lead
Create company in Nutshell
Generates a new company profile with given details
Search account in Nutshell
Searches for account information
Get contact by ID in Nutshell
Retrieves a contact's information based on their id
Create client in QuickFile
Generates a new client profile
Search client in QuickFile
Searches for a client
Create invoice in QuickFile
Generates invoices for sales transactions
Get invoices by ID in QuickFile
Retrieves invoices based on their unique identification number
Create item in QuickFile
Generates a new item
Create bank entry in QuickFile
Generates a new entry in the bank ledger

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Integrate Nutshell & 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 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