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Integrate Upsales with QuickFile
Send information between Upsales and QuickFile automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create invoices in Quickfile when new orders are created in Upsales
How it works
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Create invoices in Quickfile when new orders are created in Upsales
Upsales + QuickFile
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Build your own integrations between Upsales and QuickFile
Connect Upsales and QuickFile with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Upsales and QuickFile using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Contact created
Triggers when a new contact is created
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Event created
Triggers when a new event is created
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Order created
Triggers when a new order is created
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Appointment created
Triggers when a new appointment is created
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Opportunity created
Triggers when a new opportunity is created
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User created
Triggers when a new user is created
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Company created
Triggers when a new company is created
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Product created
Triggers when a new product is created
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Activity created
Triggers when a new activity is created
All Actions - Actions are the automated tasks
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Create product
Creates a new product
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Create company
Creates a new company
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Create appointment
Creates a new appointment
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Create contact
Creates a new contact
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Create activity
Creates a new activity
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Create order
Creates a new order
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Add client
Adds a new client
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Fetch client
Fetches the details of an existing client by company name
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Create bank entry
Creates a new bank entry
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Create invoice
Creates a new invoice
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Fetch item
Fetches the details of an existing item by name
What is Upsales?
Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.
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.
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