Real Geeks + QuickFile Integration

Connect Real Geeks to QuickFile in 1 click

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Real Geeks + QuickFile Integration

Create QuickFile client for new Real Geeks contact

In order to keep your accounting and customer records in sync, when you create a contact in Real Geeks, 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 Real Geeks and QuickFile!
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Real Geeks + QuickFile Integration
1.
  • Real Geeks
    Lead is created in Real Geeks
2.
  • Real Geeks
    Create a lead in Real Geeks
  • 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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