Integrate QuickFile with Lead Forensics

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

Build your own integrations between QuickFile and Lead Forensics

Connect QuickFile and Lead Forensics 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 Lead Forensics using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Visit recorded by business

Triggers when a new visit is recorded by the selected business

Visit recorded

Triggers when a new visit is recorded

Lead added

Triggers when a new lead is added for the selected client user

Business added

Triggers when a new business is added

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

Fetch visit

Fetches the details of a visit by ID

Fetch business

Fetches the details of an existing business by ID

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 Lead Forensics?

Lead Forensics is an online tool for lead generation. You can identify prospects from website traffic, manage sales lifecycles, and improve your process with detailed insights from multiple sources.

CRM

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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