Capsule CRM

Capsule CRM + QuickFile Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Capsule CRM and QuickFile, with as many as 24 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Capsule CRM + QuickFile and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New or Updated Contact

Triggers when a given action is performed on a Contact.

Create Case

Creates a new Case.

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

Create Contact

Creates a new Person / Organisation.

New or Updated Case

Triggers when a given action is performed on a Case.

Create Opportunity

Creates a new Opportunity.

New Invoice

Triggers when a new invoice, estimate or recurring template is created.

Create Client

Adds a new contact record to your QuickFile account.

New Client

Triggers when a new client record is created.

Create Bank Entry

Creates an untagged entry in a bank account on QuickFile.

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Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

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UK based cloud accounting software. Manage your accounts and bookkeeping in the cloud. QuickFile is simple to use, fast and free!

See QuickFile Integrations