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QuickFile Integrations

Accounting

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Integrate Shopify with QuickFileIntegrate Shopify with QuickFile

Shopify

eCommerce
Integrate WooCommerce with QuickFileIntegrate WooCommerce with QuickFile

WooCommerce

eCommerce, WordPress
Integrate eBay with QuickFileIntegrate eBay with QuickFile

eBay

eCommerce
Integrate Google Sheets with QuickFileIntegrate Google Sheets with QuickFile

Google Sheets

Google, Spreadsheets
Integrate Google Calendar with QuickFileIntegrate Google Calendar with QuickFile

Google Calendar

Calendar, Google
Integrate Mailchimp with QuickFileIntegrate Mailchimp with QuickFile

Mailchimp

Email Newsletters
Integrate Gmail with QuickFileIntegrate Gmail with QuickFile

Gmail

Email, Google
Integrate Amazon Seller Central with QuickFileIntegrate Amazon Seller Central with QuickFile

Amazon Seller Central

Amazon, eCommerce
Integrate HubSpot with QuickFileIntegrate HubSpot with QuickFile

HubSpot

Marketing Automation
Integrate Shopify with QuickFileIntegrate Shopify with QuickFile

Shopify

eCommerce
Integrate WooCommerce with QuickFileIntegrate WooCommerce with QuickFile

WooCommerce

eCommerce, WordPress
Integrate eBay with QuickFileIntegrate eBay with QuickFile

eBay

eCommerce
Integrate Google Sheets with QuickFileIntegrate Google Sheets with QuickFile

Google Sheets

Google, Spreadsheets
Integrate Google Calendar with QuickFileIntegrate Google Calendar with QuickFile

Google Calendar

Calendar, Google
Integrate Mailchimp with QuickFileIntegrate Mailchimp with QuickFile

Mailchimp

Email Newsletters
Integrate Shopify with QuickFileIntegrate Shopify with QuickFile

Shopify

eCommerce
Integrate WooCommerce with QuickFileIntegrate WooCommerce with QuickFile

WooCommerce

eCommerce, WordPress
Integrate eBay with QuickFileIntegrate eBay with QuickFile

eBay

eCommerce
Integrate Google Sheets with QuickFileIntegrate Google Sheets with QuickFile

Google Sheets

Google, Spreadsheets
Integrate Google Calendar with QuickFileIntegrate Google Calendar with QuickFile

Google Calendar

Calendar, Google
Integrate Mailchimp with QuickFileIntegrate Mailchimp with QuickFile

Mailchimp

Email Newsletters
Integrate Gmail with QuickFileIntegrate Gmail with QuickFile

Gmail

Email, Google
Integrate Amazon Seller Central with QuickFileIntegrate Amazon Seller Central with QuickFile

Amazon Seller Central

Amazon, eCommerce
Integrate HubSpot with QuickFileIntegrate HubSpot with QuickFile

HubSpot

Marketing Automation

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Quickly automate QuickFile integrations with Zapier's templates

  • Add new Mailchimp subscribers from QuickFile clients

    Details
    • QuickFile logo
    • Mailchimp logo
    QuickFile + Mailchimp
  • Create QuickFile invoices for new WooCommerce orders

    • WooCommerce logo
    • QuickFile logo
    WooCommerce + QuickFile
  • Add QuickFile clients from Mailchimp subscribers

    • Mailchimp logo
    • QuickFile logo
    Mailchimp + QuickFile
  • Create QuickFile entries from new Stripe charges

    •  logo
    • QuickFile logo
    QuickFile
  • Send new Google Contacts to QuickFile

    • Google Contacts logo
    • QuickFile logo
    Google Contacts + QuickFile
  • Create QuickFile invoices from Shopify orders

    Premium
    Details
    • Shopify logo
    • QuickFile logo
    Shopify + QuickFile
  • Create new detailed Google Calendar events for new QuickFile invoices

    • QuickFile logo
    • Google Calendar logo
    QuickFile + Google Calendar
  • Create new clients in QuickFile from new Facebook Lead Ads leads

    Premium
    Details
    • Facebook Lead Ads logo
    • QuickFile logo
    Facebook Lead Ads + QuickFile

Add new Mailchimp subscribers from QuickFile clients

Try it
  • QuickFile logo
  • Mailchimp logo
QuickFile + Mailchimp

Create QuickFile invoices for new WooCommerce orders

  • WooCommerce logo
  • QuickFile logo
WooCommerce + QuickFile

Add QuickFile clients from Mailchimp subscribers

  • Mailchimp logo
  • QuickFile logo
Mailchimp + QuickFile

Create QuickFile entries from new Stripe charges

  •  logo
  • QuickFile logo
QuickFile

Send new Google Contacts to QuickFile

  • Google Contacts logo
  • QuickFile logo
Google Contacts + QuickFile

Create QuickFile invoices from Shopify orders

Premium
Details
  • Shopify logo
  • QuickFile logo
Shopify + QuickFile

Create new detailed Google Calendar events for new QuickFile invoices

  • QuickFile logo
  • Google Calendar logo
QuickFile + Google Calendar

Create new clients in QuickFile from new Facebook Lead Ads leads

Premium
Details
  • Facebook Lead Ads logo
  • QuickFile logo
Facebook Lead Ads + QuickFile

Supported triggers and actions

What does this mean?
  • QuickFile triggers, actions, and search

    New Client

    Triggers when a new client record is created.

    Trigger
    Instant
    Try It
    • AmountRequired

      The amount of the bank entry.

    • DescriptionRequired

      Description of the bank entry.

    • Date

      The bank entry date, if left blank today's date will be used.

    • Bank Nominal Code

      The nominal code of the bank account you would like to insert the entry into. Must be within the range (1200 to 1299), if left blank the default bank account will be assumed.

    • Notes

      Additional notes relating to this bank entry.

    Action
    Write
    • Client NameRequired

      The name of your client.. either a company name or the name of an individual if the client is not a company. QuickFile will match against any existing client records with the exact spelling or create a new one on the fly.

    • DescriptionRequired

      A description of the invoice, e.g. the items/services provided.

    • Total AmountRequired

      Total gross amount, inclusive of VAT where applicable.

    • Issue Date

      The date the invoice was issued.

    • Due Date

      Invoice due date. If absent we'll apply the client default.

    • Invoice Status

      What status should we assign to the invoice on creation? If you assign PAID status you may also wish to send a "Paid Date" and "Bank Nominal Code" value.

    • Paid Date

      If the invoice status is marked as PAID you can supply an optional Paid Date here, if left empty we will set the paid date to match the invoice issue date.

    • Bank Nominal Code

      If the status of this invoice is set to PAID you can specify here the nominal code (1200-1299) for the bank account you would like the payment to be deposited. If not supplied the payment will be deposited to the default current account.

    • Currency

      3 character currency ISO code (ISO 4217), e.g. GBP, EUR or USD.

    • Exchange Rate

      The currency exchange rate when the invoice is denominated in a foreign currency.

    • Notes

      Any additional notes for your invoice. You can use this as a catch-all for additional meta data.

    • Nominal Code

      Sales nominal code (4000-4999), if not provided this will default to 4000 (general sales).

    • VAT Rate

      Rate of VAT applied for VAT registered users. If not supplied and the account is VAT registered this will default to the standard UK rate of VAT.

    Action
    Write
    • Document TypeRequired

      Select the type of document you would like the trigger to process.

    Trigger
    Instant
    Try It
    • Company NameRequired

      This is the company name of your client. If the client is an individual you can map their full name to this field.

    • First Name

      Your client's first name. Only supply as a set with the client's surname and email to create a contact record and client control panel for the newly created client.

    • Surname

      Your client's surname. Only supply as a set with the client's first name and email to create a contact record and client control panel for the newly created client.

    • Email

      Your clients email address. Only supply as a set with the client's first name and surname to create a contact record and client control panel for the newly created client.

    • Address Line 1

      First line of the client's address.

    • Address Line 2

      Second line of the client's address.

    • Town

      Client's town/city.

    • Country ISO

      Client's 2 character country ISO code (ISO 3166-1). For example United Kingdom of Great Britain is "GB".

    • Post Code

      Client's postcode or zip code.

    • Account Reference

      Your own internal client reference number.

    • Vat Number

      If your client is VAT registered you can use this field to supply their VAT registration number.

    • Vat Exempt

      Set to true/false to denote whether or not the client should be subject to the EC VAT reverse charge.

    • Telephone

      Should be supplied only with a first name, surname and email so that the contact number is appended to the client contact record.

    • Password

      A password for that the client can use to access their dedicated control panel. If not supplied a random GUID based password will be assigned.

    Action
    Write
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About QuickFile

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

Related categories

  • Accounting

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