QuickFile + Upnify Integration

Connect QuickFile to Upnify in 1 click

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Upnify + QuickFile Integration

Create QuickFile client for new Upnify client

In order to keep your accounting and customer records in sync, when you create a client in Upnify, 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 Upnify and QuickFile!
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QuickFile + Upnify Integration
1.
  • Upnify
    Client is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
  • Upnify
    Sale is created in Upnify 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
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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