Salesforce + QuickFile Integration

Connect Salesforce to QuickFile in 1 click

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

Popular Salesforce + QuickFile Workflows

Create QuickFile client from new Salesforce account

If you have created a account in Salesforce, 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.

Activate

1of1

Didn’t find what you were looking for?

Create Your Own Salesforce & QuickFile Integration In Clicks

Create Automation

Record is created in Salesforce
Record is updated in Salesforce
Field is updated on record in Salesforce
Lead is created in Salesforce
Lead is updated in Salesforce
Opportunity is created in Salesforce
Opportunity is updated in Salesforce
Task is created in Salesforce
Task is updated in Salesforce
Contact is updated in Salesforce
Contact is created in Salesforce
Account is created in Salesforce
Account is updated in Salesforce
Outbound message is received in Salesforce Instant
Case is created in Salesforce
Case is updated in Salesforce
Quote is created in Salesforce
Quote is updated in Salesforce

Search record using query in Salesforce
Create record in Salesforce
Update record in Salesforce
Search record in Salesforce
Create lead in Salesforce
Update lead in Salesforce
Search lead in Salesforce
Create contact in Salesforce
Update contact in Salesforce
Search contact in Salesforce
Create opportunity in Salesforce
Update opportunity in Salesforce
Search opportunity in Salesforce
Add contact to campaign in Salesforce
Add lead to campaign in Salesforce
Create account in Salesforce
Search account in Salesforce
Update account in Salesforce
Create task in Salesforce
Update task in Salesforce
Search task in Salesforce
Get tasks by contact Id in Salesforce
Create case in Salesforce
Update case in Salesforce
Search case in Salesforce
Get Record by Id in Salesforce
Get events by contact Id in Salesforce
Search quote in Salesforce
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

3x-10x Less Expensive Than Zapier

Zapier

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

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

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Salesforce & QuickFile with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Salesforce & QuickFile With 1100+ Other Apps

Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.

See Salesforce 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