QuickFile + Square

Create new Square customers from new QuickFile clients

Streamline your client management with this seamless automation. When you add a new client in QuickFile, it immediately establishes them as a customer in Square. This workflow not only saves you valuable time but also ensures your customer database in Square is constantly updated with your latest QuickFile entries. Enjoy more efficient client management today.

Streamline your client management with this seamless automation. When you add a new client in QuickFile, it immediately establishes them as a customer in Square. This workflow not only saves you valuable time but also ensures your customer database in Square is constantly updated with your latest QuickFile entries. Enjoy more efficient client management today.

  1. When this happens...
    QuickFileQuickFile
    New Client

    Triggers when a new client record is created.

    TriggerInstant
  2. automatically do this!
    SquareSquare
    Create Customer

    Triggers when a new customer is created.

    ActionWrite
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Supported triggers and actions

    • Document TypeRequired

    Trigger
    Instant
    Try It
    • Company NameRequired

    • 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
quickfile logo
quickfile logo

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
square logo
square logo

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.
Learn more

Related categories

  • eCommerce
  • Payment Processing

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