PersistIQ + QuickFile Integration

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PersistIQ + QuickFile Integration

Create QuickFile client for new PersistIQ prospect

In order to keep your accounting and customer records in sync, when you create a prospect in PersistIQ, 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 PersistIQ and QuickFile!
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PersistIQ + QuickFile Integration
1.
  • PersistIQ
    Prospect is created in PersistIQ
2.
  • PersistIQ
    Add prospect to campaign in PersistIQ
  • PersistIQ
    Create or update prospect in PersistIQ
  • PersistIQ
    Create prospect in PersistIQ
  • PersistIQ
    Update prospect status in PersistIQ
  • PersistIQ
    Add do not contact domain in PersistIQ
  • 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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