Integrate QuickFile with Insightful

Send information between QuickFile and Insightful automatically, without writing any code, using Zoho Flow.

Build your own integrations between QuickFile and Insightful

Connect QuickFile and Insightful with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate QuickFile and Insightful using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Employee created

Triggers when a new employee is created

Employee updated

Triggers when the details of an existing employee are updated

Project created

Triggers when a new project is created

Team created

Triggers when a new team is created

Task created

Triggers when a new task is created

All Actions - Actions are the automated tasks

Create invoice

Creates a new invoice

Fetch client

Fetches the details of an existing client by company name

Create bank entry

Creates a new bank entry

Add client

Adds a new client

Fetch item

Fetches the details of an existing item by name

Create team

Creates a new team

Create project

Creates a new project

Create task

Creates a new task

Create employee

Creates a new employee

Update project

Updates the details of an existing project

Update employee

Updates the details of an existing employee

Deactivate employee

Deactivates an existing employee

Update task

Updates the details of an existing task

Update team

Updates the details of an existing team

Fetch project

Fetches the details of an existing project using ID

Fetch employee

Fetches the details of an existing employee using ID

Fetch task

Fetches the details of an existing task using ID

Fetch team

Fetches the details of an existing team using ID

Fetch employee by email address or name

Fetch record by email address or name

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.

What is Insightful?

Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.

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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