QuickFile + Salesflare Integration

Connect QuickFile to Salesflare in 1 click

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

Popular QuickFile + Salesflare Workflows

Create QuickFile client from new Salesflare account

If you have created a account in Salesflare, 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 Salesflare person

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

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Create Your Own QuickFile & Salesflare Integration Without Any Code

Create Custom Workflow

Contact is created in Salesflare
Person is created in Salesflare
Opportunity is created in Salesflare
Account is created in Salesflare
Opportunity stage is created in Salesflare
Task is created in Salesflare
User is created in Salesflare

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
Update opportunity in Salesflare
Create opportunity in Salesflare
Create contact in Salesflare
Add contact to account in Salesflare
Search contact in Salesflare
Update contact in Salesflare
Search contact by email in Salesflare
Search person in Salesflare
Search opportunity by name in Salesflare
Create account in Salesflare
Search account by name in Salesflare
Update account in Salesflare
Create task in Salesflare
Search opportunity stages in Salesflare
Search user in Salesflare
Add user to account in Salesflare

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Integrate QuickFile & Salesflare In 1 Click
And Save Time & Money Both

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You Can Also Connect QuickFile or Salesflare With 1200+ Other Apps

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!

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Salesflare's mission is to help startups grow their sales. It's AI-driven approach automatically gathers data from every incoming lead and contact, making it easy to organise and prioritise your sales efforts.

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