Connect QuickFile to Fax.Plus

Both apps 33QuickFile 19Fax.Plus 14

• Trigger
  New Client

  Triggers when a new client is created in QuickFile.

• Trigger
  New Invoice

  Triggers when a new invoice is created in QuickFile.

• Action
  Convert estimate to invoice

  Converts an existing estimate into a new invoice in QuickFile.

• Action
  Create Client

  Creates a new client (customer) in QuickFile with a default contact.

• Action
  Create Item

  Creates an inventory item in QuickFile.

• Action
  Create Payment

  Records a payment received from a QuickFile client.

• Action
  Create Supplier

  Creates a new supplier in QuickFile.

• Action
  Delete Client

  Deletes a QuickFile client by ID.

• Action
  Delete invoice

  Deletes a QuickFile invoice, estimate or recurring invoice template, optionally keeping its payments as credits.

• Action
  Delete supplier

  Deletes a supplier record from QuickFile.

• Action
  Find Clients

  Searches QuickFile clients by company name, email or account reference.

• Action
  Find invoices

  Returns QuickFile invoices, estimates or recurring profiles matching your search criteria such as client, invoice number, status, date or amount range (up to 200).

• Action
  Find Suppliers

  Searches QuickFile suppliers by company name.

• Action
  Get Client

  Returns one QuickFile client by ID.

• Action
  Get Invoice

  Returns one QuickFile invoice, estimate or credit note by ID.

• Action
  Get invoice PDF

  Returns a link to the PDF version of a QuickFile invoice or estimate.

• Action
  Get supplier

  Returns a supplier's details and contacts from QuickFile by supplier ID.

• Action
  List Bank Accounts

  Returns the bank accounts in your QuickFile account.

• Action
  Update Client

  Updates an existing client's company details, address, VAT and invoicing preferences in QuickFile.

• Action
  Add contact

  Creates a new contact in your Fax.Plus address book with a name and fax number, plus optional email, phone numbers, notes and groups.

• Action
  Delete contact

  Deletes a contact from your Fax.Plus address book.

• Action
  Delete fax

  Deletes a received or sent fax record from a Fax.Plus account by its ID.

• Action
  Delete outbox fax

  Deletes an outgoing fax that is still scheduled for sending from the Fax.Plus outbox.

• Action
  Get account

  Returns the profile, status and notification and fax settings of your Fax.Plus account or of a member of your corporate account.

• Action
  Get fax

  Returns the details of a single fax record, including its status, direction, sender, destination, page count, duration and cost.

• Action
  Get outbox fax

  Returns the details of a fax currently waiting to be sent from the outbox, including its status, recipients, files and send settings.

• Action
  List contacts

  Returns the contacts in your Fax.Plus account, optionally filtered by name, fax number, group or note, or looked up by specific contact IDs.

• Action
  List faxes

  Returns the fax records in your inbox, sent or spam folder, or a corporate member's, optionally filtered by date, status, number, read state and page count.

• Action
  List numbers

  Returns the fax numbers purchased by or assigned to an account, with each number's status, owner, assignees and notification settings.

• Action
  List outbox faxes

  Returns the faxes in an account's outbox that have not been sent yet.

• Action
  Send a Fax

  Sends a fax to one or more numbers, from a document link, previously uploaded files, or an existing fax, and returns the ID of the fax created for each recipient.

• Action
  Update contact

  Updates an existing contact in your Fax.Plus address book and returns the updated contact. Fields left blank keep their current values.

• Action
  Update fax

  Updates a received or sent fax record's comment or shared note, or marks it as read or unread.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.