QuickFile + WhatConverts Integration

Connect QuickFile to WhatConverts - Automate your workflows in 1-click

Set up QuickFile automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Make use of WhatConverts automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between QuickFile & WhatConverts using Integrately.

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For QuickFile + WhatConverts Integration

Just click on the workflow you want to automate

Create QuickFile client for new WhatConverts contact

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

Activate

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Create Your Own QuickFile & WhatConverts Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Lead is created in WhatConverts
Triggers the automation whenever a new lead is added to the system
Instant
Lead is updated in WhatConverts
Triggers the automation whenever any lead is updated
Instant

Create client in QuickFile
Automatically generates a new client profile
Search client in QuickFile
Automatically searches for a client
Create invoice in QuickFile
Automatically generates invoices for sales transactions
Get invoices by ID in QuickFile
Automatically retrieves invoices based on their unique identification number
Create item in QuickFile
Automatically generates a new item
Create bank entry in QuickFile
Automatically generates a new entry in the bank ledger
Create lead in WhatConverts
Update lead in WhatConverts
Automatically updates the lead information
Search lead in WhatConverts
Automatically retrieves information for a particular lead

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

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

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect QuickFile or WhatConverts 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

WhatConverts integrates directly with your favorite marketing tools to show how each channel performs for each stage of the customer journey, from ad click to signup and referral.

See WhatConverts Integrations