Connect QuickFile and Rootly

Both apps 37QuickFile 19Rootly 18

• 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.

• Trigger
  New Alert

  Triggers when a new alert is created in Rootly.

• Trigger
  New Incident

  Triggers when a new incident is created in Rootly.

• Trigger
  New Pulse

  Triggers when a new pulse, such as a deploy or config change, is recorded in Rootly.

• Action
  Add action item

  Adds an action item (task or follow-up) to a Rootly incident.

• Action
  Add service

  Creates a new service in Rootly's service catalog.

• Action
  Create Alert

  Creates a new alert in Rootly and returns its ID and status.

• Action
  Create Incident

  Creates a new incident in Rootly and returns its ID, status and link.

• Action
  Create Pulse

  Records a pulse in Rootly, such as a deploy or configuration change, and returns its ID.

• Action
  Get Alert

  Returns one Rootly alert by its ID.

• Action
  Get Incident

  Returns one Rootly incident by its ID.

• Action
  Get Pulse

  Returns one Rootly pulse by its ID.

• Action
  List alerts

  Returns alerts in your Rootly organization, optionally filtered by status, source, service, team, environment, label or time range.

• Action
  List incidents

  Returns incidents in your Rootly organization, optionally filtered by status, severity, services, teams, dates and more.

• Action
  List pulses

  Returns the pulses (deploys and other change events) recorded in Rootly, optionally filtered by source, service, environment, label, ref or time range.

• Action
  List services

  Returns the services in your Rootly organization, optionally filtered by name, slug, external ids or creation date.

• Action
  List teams

  Returns the teams in your Rootly organization, optionally filtered by name, slug, color, external ids or creation date.

• Action
  List users

  Returns the users in your Rootly organization, optionally filtered by search text, email, role or creation date.

• Action
  Update incident

  Updates an existing Rootly incident's title, status, severity, teams, services, timestamps and other details.

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