Integrate OnePageCRM with QuickFile
Send information between OnePageCRM and QuickFile automatically, without writing any code, using Zoho Flow.
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Create an invoice in QuickFile for newly acquired deals in OnePageCRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate a new invoice in QuickFile each time a deal is closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new invoice in QuickFile.
Create an invoice in QuickFile for newly acquired deals in OnePageCRM
OnePageCRM + QuickFile
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Supported triggers and actions
Integrate OnePageCRM and QuickFile using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
Deal won
Triggers when a deal is won
New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
Add client
Adds a new client
Fetch client
Fetches the details of an existing client by company name
Create bank entry
Creates a new bank entry
Create invoice
Creates a new invoice
Fetch item
Fetches the details of an existing item by name
What is OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
Similar apps
What is QuickFile?
QuickFile is a cloud accounting and bookkeeping tool. You can create a branded online portal, organize receipts, and track VAT returns efficiently.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Technical Engineer, Master Liveaboards
