Eworks Manager + QuickFile

Eworks Manager + QuickFile integrations

Create QuickFile invoices from new Eworks Manager invoice events

Effortlessly manage your invoicing process with this Eworks Manager to QuickFile workflow. When a new invoice is created in Eworks Manager, it will instantly send the necessary data to QuickFile to generate a matching invoice. Stay organized, save time on manual data entry, and ensure consistent invoicing across both platforms with this seamless integration.

When this happens...
New InvoiceTriggers when a new invoice is created.
TriggerInstant
automatically do this!
Create InvoiceTriggers when a new invoice, estimate or recurring template is created.
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More things you can do with Eworks Manager and QuickFile

Discover other triggers and actions you can use with Eworks Manager and QuickFile

Appointment Accepted
Triggers when an appointment is accepted.
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Appointment Cancelled
Triggers when an appointment is cancelled.
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Appointment Declined
Triggers when an appointment is declined.
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Appointment on Route
Triggers when an appointment status changed to on route.
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Appointment Status Changed
Triggers when appointment status is changed.
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Expense Authorised
Triggers when an expense is authorised.
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Expense Updated
Triggers when an expense is updated.
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Invoice Paid
Triggers when an invoice is paid.
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Item Updated
Triggers when an item is updated.
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Instant
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Job Authorised
Triggers when a job is Authorised.
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Job Completed
Triggers when a job is completed.
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Job on Hold
Triggers when a job status is changed to On Hold.
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Job Updated
Triggers when a job is updated.
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Lead Rejected
Triggers when a lead is rejected.
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Instant
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New Appointment
Triggers when a new job appointment is created.
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New Expense
Triggers when a new expense is created.
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Instant
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New Item
Triggers when a new Item is created.
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New Lead
Triggers when a new lead is created.
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New Quote
Triggers when a new quote is created.
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Purchase Order Approved
Triggers when a purchase order is approved.
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Purchase Order Paid
Triggers when a purchase order is paid.
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Quote Accepted
Triggers when a quote is accepted.
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Quote Updated
Triggers when a quote is updated.
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- Customer Type
  Required
- Customer Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
- Notes
Action
Write
- Customer Name
  Required
- Invoice Date
  Required
- Due Date
- Terms
- Internal Notes
- Customer Notes
- Purchase Order Ref
- Job Order Ref
- Item Code
  Required
- Item Description
- Account Code
- Tax Rate
- Quantity
- Discount Type
- Discount Value
- Cost Price
- Price
Action
Write
- Customer
  Required
- Job Type
- Start Date
  Required
- Complete By
  Required
- Short Description
  Required
- Description
- Customer Notes
- Internal Notes
- Item Code
- Description
- Quantity
- Cost Price
- Price
Action
Write
- Supplier Name
  Required
- Customer Name
- Purchase Date
  Required
- Payment Terms
- Supplier Notes
- Delivery Notes
- Internal Notes
Action
Write
- Supplier Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
Action
Write
- Item Code
  Required
Action
Search
- Invoice Ref
  Required
Action
Search
- Purchase Order Ref
  Required
Action
Search
- Customer Name
  Required
- Full Name
  Required
- Address
  Required
- Customer Type
  Required
- Email Address
- Telephone
- City
- County
- Postcode
- Country
- Notes
Action
Search or write
- Supplier Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
Action
Search or write
- Document Type
  Required
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Instant
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- Company Name
  Required
- First Name
- Surname
- Email
- Address Line 1
- Address Line 2
- Town
- Country ISO
- Post Code
- Account Reference
- Vat Number
- Vat Exempt
- Telephone
- Password
Action
Write

Appointment Action Required
Triggers when an appointment status is action required.
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Appointment Completed
Triggers when an appointment is completed.
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Appointment on Hold
Triggers when an appointment status is changed to on hold.
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Appointment on Site
Triggers when an appointment status is changed to on site.
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Customer Updated
Triggers when a customer is updated.
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Expense Paid
Triggers when an expense is paid.
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Instant
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Invoice Cancelled
Triggers when an invoice is cancelled.
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Instant
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Invoice Updated
Triggers when an invoice is updated.
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Instant
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Job Action Required
Triggers when a job status is changed to Action Required.
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Instant
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Job Cancelled
Triggers when a job is Cancelled.
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Job in Progress
Triggers when a job status is changed to In Progress.
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Instant
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Job Status Changed
Triggers when a job status is changed.
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Instant
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Lead Authorised
Triggers when a lead is authorised.
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Instant
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Lead Updated
Triggers when a lead is updated.
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Instant
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New Customer
Triggers when a new customer is created.
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Instant
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New Invoice
Triggers when a new invoice is created.
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Instant
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New Job
Triggers when a new job is created.
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Instant
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New Purchase Order
Triggers when a new purchase order is created.
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Instant
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New Supplier
Triggers when a new supplier is created.
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Instant
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Purchase Order Cancelled
Triggers when a purchase order is cancelled.
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Instant
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Purchase Order Updated
Triggers when a purchase order is updated.
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Instant
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Quote Rejected
Triggers when a quote is rejected.
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Instant
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Supplier Updated
Triggers when a supplier is updated.
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Instant
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- Expense Name
  Required
- Net Amount
  Required
- VAT Amount
  Required
- Expense Date
  Required
- Reference
- Billable?
- Authorised?
- Paid?
- Notes
Action
Write
- Item Type
  Required
- Item Category
  Required
- Item Name
  Required
- Item Code
  Required
- Cost Price
  Required
- Price
  Required
- Item Description
Action
Write
- Full Name
  Required
- Company Name
  Required
- Email Address
  Required
- Telephone
  Required
- Mobile
- Address
- City
- County
- Postcode
- Country
Action
Write
- Customer Name
  Required
- Quote Date
- Expiry Date
- Preferred Job Date
- Preferred Job Time
- Description
- Customer Notes
- Terms
- Internal Notes
Action
Write
- Customer Name
  Required
- Full Name
  Required
- Address
  Required
Action
Search
- Supplier Name
  Required
Action
Search
- Job Ref
  Required
Action
Search
- Quote Ref
  Required
Action
Search
- Item Code
  Required
- Item Type
  Required
- Item Category
  Required
- Item Name
  Required
- Cost Price
  Required
- Price
  Required
- Item Description
Action
Search or write
New Client
Triggers when a new client record is created.
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Instant
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- Amount
  Required
- Description
  Required
- Date
- Bank Nominal Code
- Notes
Action
Write
- Client Name
  Required
- Description
  Required
- Total Amount
  Required
- Issue Date
- Due Date
- Invoice Status
- Paid Date
- Bank Nominal Code
- Currency
- Exchange Rate
- Notes
- Nominal Code
- VAT Rate
Action
Write

About Eworks Manager

Eworks Manager is an award-winning Job Management software that allows your business to manage jobs and projects from Quote through to invoice

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Related categories

Project Management

About QuickFile

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

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Related categories

Accounting