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Perfex CRM + QuickFile

Create new QuickFile clients for every new customer in Perfex CRM

Streamline your CRM and accounting processes efficiently with this Perfex CRM to Quickfile workflow. Whenever you add a new customer in Perfex CRM, a corresponding client profile is instantly created in Quickfile. This automation not only saves you time but also ensures consistent customer data across your tools. Make managing your client relationships and finances a breeze.

Streamline your CRM and accounting processes efficiently with this Perfex CRM to Quickfile workflow. Whenever you add a new customer in Perfex CRM, a corresponding client profile is instantly created in Quickfile. This automation not only saves you time but also ensures consistent customer data across your tools. Make managing your client relationships and finances a breeze.

  1. When this happens...
    Perfex CRMPerfex CRM
    New Customer

    Triggers when a new customer is created.

    TriggerScheduled
  2. automatically do this!
    QuickFileQuickFile
    Create Client

    Adds a new contact record to your QuickFile account.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Perfex CRM triggers, actions, and search

    New Contract

    Triggers when a new contract created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Estimate

    Triggers when a new estimate is created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Project

    Triggers when a new project is created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Customer

    Triggers when a new customer is created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Payment

    Triggers when a new payment is created.

    Trigger
    Scheduled
    Try It

    • Contact IdRequired

    Trigger
    Scheduled
    Try It
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About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.
Learn more

Related categories

  • CRM (Customer Relationship Management)
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About QuickFile

UK based cloud accounting software. Manage your accounts and bookkeeping in the cloud. QuickFile is simple to use, fast and free!

Related categories

  • Accounting