Connect Spotler CRM to QuickFile and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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Zapier makes it easy to integrate Spotler CRM with QuickFile - no code necessary. See how you can get setup in minutes.

Select a trigger from Spotler CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Spotler CRM, a trigger could be "New/Updated Account."
A trigger is the event that kicks off your automated workflow.

Setup an action from QuickFile

An action is what takes place after the automation is triggered. For example, with QuickFile, the action could be "Create Bank Entry."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Spotler CRM to QuickFile

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Triggers and actions are the main components of every automated workflow.

Connect Spotler CRM and QuickFile to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect Spotler CRM and QuickFile to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Probability
    • Status
    Try It
    • Name
    • Address Line
    • City
    • County/State
    • Postcode/Zip
    • Country
    • Owner
    • Account
    • Salutation
    • First
    • Middle
    • Last
    • Email
    • Address Line
    • City
    • County/State
    • Postcode/Zip
    • Country
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About Spotler CRM
Spotler CRM, part of the Spotler Group, allows you to track customers and sales across the entire pipeline.
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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!
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