QuickFile + Salesforce Integration

Connect QuickFile to Salesforce in 1 click

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

Popular QuickFile + Salesforce 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.

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Create Your Own QuickFile & Salesforce Integration Without Any Code

Create Custom Workflow

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

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
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

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You Can Also Connect QuickFile or Salesforce 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!

See QuickFile Integrations

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