QuickFile + Refersion Integration

Connect QuickFile to Refersion in 1 click

Integrate QuickFile + Refersion For Free Free forever. Use premium features free for 14 days.

Popular QuickFile + Refersion Workflows

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Refersion + QuickFile Integration

Create QuickFile client for new Refersion affiliate

When you create a affiliate in Refersion, it's important to also create that client in QuickFile. That way, all your communications and transactions related to that customer are in one place.

It also helps keep your contacts synced between the two platforms.
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Create Your Own QuickFile & Refersion Integration Without Any Code

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QuickFile + Refersion Integration
1.
  • Refersion
    Affiliate is created in Refersion Instant
  • Refersion
    Conversion is created in Refersion Instant
  • Refersion
    Affiliate status is changed in Refersion Instant
  • Refersion
    Affiliate details are changed in Refersion Instant
  • Refersion
    Conversion is approved in Refersion Instant
  • Refersion
    Conversion is denied in Refersion Instant
  • Refersion
    Conversion trigger is created in Refersion Instant
  • Refersion
    Payment is created in Refersion Instant
2.
  • 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
  • Refersion
    Create affiliate in Refersion
  • Refersion
    Search affiliate in Refersion
  • Refersion
    Get affiliate in Refersion
  • Refersion
    Add conversion cancellation in Refersion
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