Connect QuickFile integrations
Reconcile your business accounts by automating QuickFile to instantly create invoices from new e-commerce sales and log expenses. Use our workflow automation to automatically update client records when a CRM deal is won or sync payment statuses directly from your bank feed. Sign up today to connect your financial operations.
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Build your QuickFile integrations.
Integrate QuickFile on Make to automate your accounting workflows. Use QuickFile as a trigger to initiate automations based on events within your QuickFile account. You can also use QuickFile as an action to instantly create invoices, log expenses, update client records, or sync payment statuses, automating your financial operations with other business tools.
Creates a new bank account.
Creates a new client record.
Creates a new invoice, estimate or recurring invoice template.
Deletes a client record.
Deletes an invoice, estimate or recurring invoice template.
Retrieves client and contact data.
Retrieves a single invoice, estimate or recurring invoice template.
Performs an arbitrary authorized API call.
Searches for bank accounts or lists them all.
Connect any app with QuickFile
Popular QuickFile workflows.
Looking to get more out of QuickFile? With Make you can visually integrate QuickFile into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
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