QuickFile integrations

Connecting QuickFile on Make

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Connect QuickFile with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like QuickFile to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

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Build your QuickFile integrations.

Create custom QuickFile workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Create a Bank Account

Creates a new bank account.

Action

Create a Client

Creates a new client record.

Action

Create an Invoice

Creates a new invoice, estimate or recurring invoice template.

Action

Delete a Client

Deletes a client record.

Action

Delete an Invoice

Deletes an invoice, estimate or recurring invoice template.

Action

Get a Client

Retrieves client and contact data.

Action

Get an Invoice

Retrieves a single invoice, estimate or recurring invoice template.

Action

Make an API Call

Performs an arbitrary authorized API call.

Action

Search Bank Accounts

Searches for bank accounts or lists them all.

Search

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.

Create a QuickFile invoice for new Google Calendar event

Every time a new Google Calendar event is created, Make will automatically create an invoice in QuickFile.

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