QuickFile Integrations
Do More With QuickFile
Create QuickFile entries from new Stripe charges
Reconciling card payments in your accounting application can be tedious. This Zap automatically creates a new bank entry in QuickFile whenever a customer is charged in Stripe. No downloading and uploading spreadsheets, freeing up time to get on with running your business.
Note: This Zapier integration doesn't create bank entries from previous Stripe charges, only new charges after you've set it up.
How It Works
- You have a new charge in Stripe
- Zapier creates a bank entry on your chosen QuickFile bank account
What You Need
- QuickFile account
- Stripe account
Create new organization on Capsule from a QuickFile client
Save time transating client records to your favourite CRM platform with the QuickFile to Capsule integration. Simply create a new client on QuickFile and have the client information automatically transferred over to Capsule.
Note: This Zapier integration doesn't create Capsule organizations from previously entered QuickFile clients, only new clients after you've set it up.
How It Works
- A new client is entered on QuickFile
- Zapier creates an Organization entry on your Capsule account
What You Need
- QuickFile account
- Capsule account
Create new QuickFile invoices for new WooCommerce orders
You manage your online store with WooCommerce and your accounts with QuickFile. Use this WooCommerce-QuickFile integration to make the two systems work in harmony, each time you make a sale with WooCommerce, an invoice will be automatically created in QuickFile.
Note: This Zapier integration doesn't create invoices from previous orders, only new orders after you've set it up.
How It Works
- A new sale is made on WooCommerce
- Zapier creates a new invoice in QuickFile
What You Need
- QuickFile account
- WooCommerce account
Create new detailed Google Calendar events for new QuickFile invoices
Need help keeping track of meetings and submission dates for your invoices? Set up this QuickFile-Google Calendar integration and Zapier will keep your calendars updated automatically. This Zap will trigger whenever a new invoice is created on QuickFile, automatically creating a new detailed event on Google Calendar which can be set to any date — the document's due date, or even an adjusted date.
Note: see this page for more information on adjusting dates.
How It Works
- A new invoice is created on QuickFile
- Zapier automatically creates a new detailed event on Google Calendar
What You Need
- QuickFile account
- Google Calendar account
Create QuickFile invoices from Shopify orders
Shopify is a great tool for merchants to build powerful online stores. Connect your Shopify account to QuickFile to stay on top of your cashflow and get almost real-time financials from your Shopify account activity. Any new orders placed on Shopify will automatically create an invoice record in QuickFile.
Note: This Zapier integration doesn't create QuickFile invoices from previous Shopify orders, only new orders after you've set it up.
How It Works
- You have a new order in Shopify
- Zapier creates an invoice entry in QuickFile
What You Need
- QuickFile account
- Shopify account
Add QuickFile clients from MailChimp subscribers
MailChimp is a great way to manage your email marketing. With this automation you can ensure that any new prospect you add to your MailChimp mailing list will always be instantly available in QuickFile as a client for invoicing and quotations.
Note: This Zapier automation doesn't add previous mailing list subscribers to QuickFile, only new subscribers after you've set it up.
How It Works
- A subscriber is created in MailChimp
- Zapier creates a client record in QuickFile
What You Need
- QuickFile account
- MailChimp account
Add new MailChimp subscribers from QuickFile clients
Make sure you never forget to add a new client to your email marketing list. The QuickFile to MailChimp integration takes care of automatically adding any new client you create in QuickFile to your MailChimp list, leaving you more time to focus on your business.
Note: This Zapier automation doesn't add previous QuickFile clients to MailChimp, only new contacts after you've set it up.
How It Works
- A client is created in QuickFile
- Zapier creates a subscriber record in MailChimp
What You Need
- QuickFile account
- MailChimp account
Send new Google Contacts to QuickFile
Keeping your contact list in sync can be tricky. If you're already using Gmail or Google Apps this may be your first point of contact with new clients. Now when you save a contact to Google this Zap will automatically transfer it over to QuickFile, removing an additional step when you create your invoices or estimates.
Note: This Zapier integration doesn't create client records from previously entered Google contacts, only new contacts after you've set it up.
How It Works
- You create a new contact in Google
- Zapier creates a corresponding client record in QuickGile
What You Need
- QuickFile account
- Google account
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QuickFile Integration Details
Launched on Zapier July 27, 2015
Zapier combines Triggers (like "New Invoice") and Actions (like "Create Client") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following QuickFile Triggers, Searches, and Actions are supported by Zapier:
Adds a new contact record to your QuickFile account.
Creates an untagged entry in a bank account on QuickFile.
Creates a new invoice in your QuickFile account.
Triggers when a new invoice, estimate or recurring template is created.
Triggers when a new client record is created.
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