Perfex CRM + QuickFile

Perfex CRM + QuickFile integrations

Create new QuickFile clients for every new customer in Perfex CRM

Streamline your CRM and accounting processes efficiently with this Perfex CRM to Quickfile workflow. Whenever you add a new customer in Perfex CRM, a corresponding client profile is instantly created in Quickfile. This automation not only saves you time but also ensures consistent customer data across your tools. Make managing your client relationships and finances a breeze.

When this happens...
New CustomerTriggers when a new customer is created.
TriggerPolling
automatically do this!
Create ClientAdds a new contact record to your QuickFile account.
ActionWrite

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More things you can do with Perfex CRM and QuickFile

Discover other triggers and actions you can use with Perfex CRM and QuickFile

New Contract
Triggers when a new contract created.
Trigger
Polling
Try It
New Estimate
Triggers when a new estimate is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It

- Task Id
  Required
- Start Time
  Required
- End Time
- Staff Id
- Hourly Rate
- Note
Action
Write
- company
  Required
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
Action
Write

- Source
  Required
- Status
  Required
- Name
  Required
- Assigned
- Client ID
- Tags
- Contact
- Title
- Email
- Website
- Phonenumber
- Company
- Address
- City
- State
- Country
- Default Language
- Description
- Custom Contact Date
- Contacted Today
- Is Public
Action
Write
- Subject
  Required
- Related Type
  Required
- Related ID
  Required
- Proposal To
  Required
- Date
  Required
- Open Till Date
- Currency Id
  Required
- Email
  Required
- Discount Type
- Status Id
- Assigned id
- Item Id
  Required
- Item Related Id
  Required
- Item Rel Type
  Required
- Item Descption
  Required
- Item Long Description
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Unit
  Required
- Subtotal
  Required
- Total
  Required
Action
Write
- Subject
  Required
- Department
  Required
- Contact Id
  Required
- User Id
  Required
- Project Id
- Ticket Message
- service
- Assigned
- CC
- Priority
- Tags
Action
Write
- ID
  Required
Action
Search
New Client
Triggers when a new client record is created.
Trigger
Instant
Try It
- 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

New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is created.
Trigger
Polling
Try It
- Contact Id
  Required
Trigger
Polling
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Polling
Try It
- Subject
  Required
- Date Start
  Required
- Client Id
  Required
- Date End
- Contract Type
- Contract Value
- Description
- Content
Action
Write
- Customer Id
  Required
- Invoice Number
  Required
- Invoice Date
  Required
- Currency
  Required
- Item Id
  Required
- Item Related Id
  Required
- Relation Type
  Required
- Item Description
  Required
- Item Long Descrption
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Units
  Required
- Allowed Payment Modes
- Billing Street
  Required
- Subtotal
  Required
- Total
  Required
Action
Write
- Project Name
  Required
- Related Type
  Required
- Client ID
  Required
- Billing Type
  Required
- Start Date
  Required
- Status
  Required
- Progress From Tasks
- Project Cost
- Progress
- Project Rate Per Hour
- Estimated Hours
- Project Members
- Deadline Date
- Tags
- Description
Action
Write
- Task Name
  Required
- Start Date
  Required
- Is Public?
- Billable?
- Hourly Rate
- Milestone
- DueDate
- Priority
- Repeat Every
- Cycles
- Related Type
  Required
- Related ID
- Tags
- Description
Action
Write
- Client Id
  Required
- Estimate Number
  Required
- Estimate Date
  Required
- Due Date
- Currency
  Required
- Item Id
  Required
- Item Related Id
  Required
- Item Rel Type
  Required
- Description
  Required
- Item Long Description
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Unit
  Required
- Subtotal
  Required
- Total
  Required
- Billing Street
  Required
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping State
- Shipping Zip
- Shipping Country
- Tags
- Status
- Reference No
- Sale Agent
- Admin Note
- Client Note
- Terms
Action
Write
- ID
  Required
- company
  Required
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
Action
Search or write
- Document Type
  Required
Trigger
Instant
Try It
- 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

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship 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