Integrate QuickFile with Zoho CRM

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

Build your own integrations between QuickFile and Zoho CRM

Connect QuickFile and Zoho CRM with over 700+ 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 Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New note

Triggers when a new note is added

Entry created or updated

Triggers when a record entry is created or updated

New lead

Triggers when a new lead is created

Updated module entry

Triggers when an entry is updated in the selected module

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

New contact

Triggers when a new contact is created

New user

Triggers when a new user is created

Updated deal

Triggers when an existing deal is updated

New module

Triggers when a new module is created

User created or updated

Triggers when the details of an existing user are created or updated

All Actions - Actions are the automated tasks

Fetch client

Fetches the details of an existing client by company name

Create invoice

Creates a new invoice

Add client

Adds a new client

Create bank entry

Creates a new bank entry

Fetch item

Fetches the details of an existing item by name

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Add user

Adds a new user

Update module entry

Updates the specified module entry

Send email template

Sends an email to the specified users

Update related module entry

Relates an entry in this module with an entry in another module

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Remove tags

Removes tags from the specified record

Send mail merge

Sends a mail merge with details of the selected record

Add note

Adds a note to the selected module

Add tags

Adds tags to the specified record

Raise signal

Raises a signal to Zoho CRM

Convert lead to contact

Converts a lead to a contact

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Update user

Updates the details of an existing user based on user ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch inventory template

Fetches an inventory template using ID

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch account

Fetches an account by its name or unique ID

Fetch event

Fetches an event by its title or unique ID

Fetch email template

Fetches an email template by name

Clone module entry

Clones an existing module entry

Fetch lead

Fetches a lead by email address or unique ID

Fetch user

Fetches a user by name or email address

Delete module entry

Deletes the specified entry

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

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 Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

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 >

We started using both from the beginning, but since swapping [to Zoho], 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

We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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