QuickFile + Salesmate Integration

Connect QuickFile to Salesmate in 1 click

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

Popular QuickFile + Salesmate Workflows

Create QuickFile client from new Salesmate company

If you have created a company in Salesmate, 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 Salesmate contact

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

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Create Your Own QuickFile & Salesmate Integration Without Any Code

Create Custom Workflow

Contact is created in Salesmate
Contact is updated in Salesmate Instant
Deal is created in Salesmate
Deal is updated in Salesmate Instant
Company is created in Salesmate
Company is updated in Salesmate Instant
Activity is updated in Salesmate Instant
Activity is created in Salesmate

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
Create contact in Salesmate
Search contact in Salesmate
Update contact in Salesmate
Get contact by id in Salesmate
Create deal in Salesmate
Update deal in Salesmate
Search deal in Salesmate
Create activity in Salesmate
Update activity in Salesmate
Search activity in Salesmate
Create company in Salesmate
Update company in Salesmate
Search company in Salesmate
Create note in Salesmate

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Integrate QuickFile & Salesmate In 1 Click
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You Can Also Connect QuickFile or Salesmate 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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Our platform brings the entire sales process under one roof. From prospecting to opportunity management, pipeline automation to lead scoring and more— Salesmate automates your sales process to deliver predictable results.

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