Integrate OnePageCRM with QuickFile
Send information between OnePageCRM and QuickFile automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
Build your own integrations between OnePageCRM and QuickFile
Connect OnePageCRM and QuickFile with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate OnePageCRM and QuickFile using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal won
Triggers when a deal is won
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create note
Creates a new note for the specified contact
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact
Create invoice
Creates a new invoice
Add client
Adds a new client
Create bank entry
Creates a new bank entry
Fetch client
Fetches the details of an existing client by company name
Fetch item
Fetches the details of an existing item by 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.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
