Resources · Make integration

QuickFile Make integrationAutomate QuickFile with Make.

What if new clients and invoices landed in QuickFile without anyone retyping them? The QuickFile Make integration gives you 13 modules: 10 actions and 3 searches. This guide is for small finance and ops teams, and it walks you from the connection to a first working scenario.

Try the QuickFile integration on MakeSee the 13 modules

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What you can automate

What can the QuickFile Make integration do for you?

The QuickFile Make integration links your QuickFile account to Make, a no-code tool where you build a scenario (an automation made of bricks called modules). Each module does one job in QuickFile: add a client, draft an invoice, look up a bank account. Other apps feed the data, QuickFile stores the result.

Clients that appear by themselves. When a form or a CRM records a new customer, Create a Client adds the record to QuickFile, and a Search Clients placed before it shows whether that customer is already there. Fewer duplicates to merge later.

Invoices drafted from the sale. A signed quote in another tool can trigger Create an Invoice, which also handles estimates and recurring invoice templates. A freelancer or an agency keeps the billing step out of their head.

A clean read for reporting. Search Invoices and Get an Invoice pull billing data into a spreadsheet or a message for the finance lead, without logging into QuickFile.

Two limits matter. QuickFile has no trigger in Make, so a scenario starts from another app or from Make's own schedule. And the module list stops at clients, invoices and bank accounts; Make an API Call covers the rest of the QuickFile API. If you are still weighing tools, read n8n vs Make and Make pricing. To learn the editor properly, the Make training starts from zero.

Connect

How do you connect QuickFile to Make?

  1. 01

    Gather your QuickFile keys

    In QuickFile, open the account settings menu at the top right. Copy your account number, then open 3rd party integrations or API and copy the API key shown there.

  2. 02

    Register an application

    Still in that menu, click Create a QuickFile App, give it a name, and tick the API methods Make will need. Once it is saved, QuickFile shows a Client ID: copy it too.

  3. 03

    Create the connection in Make

    Add any QuickFile module to your scenario and click Create a connection. A connection is your QuickFile account linked to Make once and reused by every QuickFile module. Name it if you like, paste what you copied, and save.

First scenario

Your first scenario: a won deal becomes a client and an invoice

GoalWhen a deal is marked as won in another app, Make creates the client in QuickFile and drafts their invoice.

  1. 01

    Create the scenario

    On the Scenarios page, create a new scenario and click the +. Pick the app where your deals live and choose the module that spots a won deal: that module starts everything.

  2. 02

    Add Create a Client

    Click the + on the right of that first module, search for QuickFile and pick Create a Client. Select the connection you built earlier, or click Create a connection now.

  3. 03

    Map the customer data

    Fill the client fields by clicking into them and choosing the values from the deal. Each deal travels as a bundle, one item passed from a module to the next, so the mapping repeats itself for every deal.

  4. 04

    Add Create an Invoice

    Add a second QuickFile module, Create an Invoice, and map the client that the previous module returned, then the details of the deal. The invoice is attached to the right customer from the start.

  5. 05

    Test with Run once

    Click Run once to execute the scenario a single time. Mark a test deal as won, then open each module's bubble to read the bundles it received and check the new client in QuickFile.

  6. 06

    Schedule and switch on

    Open the clock on the first module to set the schedule, every 15 minutes by default, then switch the scenario on. Each module run counts as one operation on your Make plan.

Modules

What the QuickFile modules do

QuickFile gives you 13 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

QuickFile1

Create a Bank Account

Action

In Make“Creates a new bank account.”

Adds a bank account to your QuickFile books, so a new business account is ready to receive transactions without a detour through the settings.

When to use it
a company opens a second account for a new activity and the ledger has to follow as soon as the account is approved.
Watch out
run Search Bank Accounts first, otherwise a second run of the scenario creates the same account twice.
QuickFile2

Create a Client

Action

In Make“Creates a new client record.”

Gives you a fresh client record in QuickFile from data that lives elsewhere, such as a signup form or a CRM contact, with nothing typed by hand.

When to use it
a customer signs up or accepts a quote and billing needs their record before the first invoice goes out.
Watch out
the module does not check for duplicates on its own. Look the customer up with Search Clients first, in the same scenario or a separate one.
QuickFile3

Create an Invoice

Action

In Make“Creates a new invoice, estimate or recurring invoice template.”

Drafts an invoice for you, and the same module also produces an estimate or a recurring invoice template, which saves you three separate routines.

When to use it
a job is delivered or an order is paid in another tool and the billing document should exist straight away.
Watch out
the client must already exist in QuickFile, so map it from Create a Client or from a search placed earlier in the scenario.
QuickFile4

Delete a Client

Action

In Make“Deletes a client record.”

Removes a client record from QuickFile, which keeps your customer list free of test entries and accounts that were created by mistake.

When to use it
a signup turns out to be spam or a duplicate, and your cleanup scenario should drop it.
Watch out
a deletion cannot be undone from Make. Test with Run once on a dummy client before pointing the module at real records.
QuickFile5

Delete an Invoice

Action

In Make“Deletes an invoice, estimate or recurring invoice template.”

Takes an invoice, an estimate or a recurring template out of QuickFile, so a document that should never have existed disappears before anyone sends it.

When to use it
an order is cancelled upstream and the draft invoice generated for it has to go.
Watch out
nothing brings the document back afterwards, so add a filter that only lets cancelled orders reach this module.
QuickFile6

Get a Client

Action

In Make“Retrieves client and contact data.”

Hands your scenario the full record of one client, contacts included, when you already know which client you need.

When to use it
another module gave you a client ID and the next step needs details such as the contact person to address an email.
Watch out
this module needs the exact client. When all you have is a name or an email, start with Search Clients instead.
QuickFile7

Get an Invoice

Action

In Make“Retrieves a single invoice, estimate or recurring invoice template.”

Reads one invoice, estimate or recurring template in full, so its content can be reused in a message, a spreadsheet row or a follow-up task.

When to use it
a customer asks about a specific invoice in your help desk and the reply should quote its details.
Watch out
it returns a single document identified in advance; to browse several, Search Invoices is the right brick.
QuickFile8

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Opens the whole QuickFile API to your scenario, reusing the same connection, for anything the ready-made modules leave out.

When to use it
you need a QuickFile feature beyond clients, invoices and bank accounts, and no module in the list covers it.
Watch out
you write the request yourself, so you need QuickFile's API documentation at hand, and the method has to be allowed in the application you registered.
QuickFile9

Update a Client

Action

In Make“Updates an existing client record.”

Keeps a QuickFile client in step with the tool where their details change, so the address on the next invoice is the right one.

When to use it
a customer edits their billing details in your CRM or customer portal and QuickFile should follow.
Watch out
the module works on an existing record, so find it first with Search Clients and map its ID.
QuickFile10

Update an Invoice

Action

In Make“Updates an invoice, estimate or recurring invoice template.”

Changes an existing invoice, estimate or recurring template without recreating it, so you fix the document you already have instead of starting a new one.

When to use it
a quote is revised after a call with the customer and the estimate in QuickFile has to match the new version.
Watch out
map the right document ID from a search or a previous module, or the change lands on the wrong invoice.
QuickFile11

Search Bank Accounts

Search

In Make“Searches for bank accounts or lists them all.”

Lists the bank accounts in QuickFile, or only the ones matching your search, so later modules know which account to use.

When to use it
just before Create a Bank Account, to check the account is not already there.
Watch out
a search can return zero, one or several bundles, and every following module runs once per bundle, which adds operations.
QuickFile12

Search Clients

Search

In Make“Searches for clients or lists them all.”

Finds the clients that match what you know, a name or a company for instance, or lists all of them when you leave the search open.

When to use it
as the guard in front of Create a Client, or to fetch an ID before an update.
Watch out
when nobody matches, the search passes zero bundles on, so the modules after it simply do not run for that item.
QuickFile13

Search Invoices

Search

In Make“Searches for invoices or lists them all.”

Brings back the invoices that match your criteria, or the full list, ready to be sent to a spreadsheet, a report or a reminder step.

When to use it
the finance lead wants a summary of open invoices posted to the team chat after a billing run.
Watch out
each invoice found becomes its own bundle, so a long list multiplies operations in the modules that follow.
Need help

Need help automating QuickFile with Make?

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FAQ

QuickFile and Make: common questions

01Is the QuickFile Make integration free?
Yes, on Make's side. QuickFile is a standard app, available from the Free plan. That plan allows 2 active scenarios, a minimum of 15 minutes between two scheduled runs, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans lift the interval to 1 minute and allow unlimited active scenarios. Your QuickFile subscription is separate and handled with QuickFile; this page gives no price for it.
02What does a QuickFile account need before connecting to Make?
An active QuickFile account, a registered application and an API key. In the account settings you copy your account number and the API key from the API or third party integrations section. You then register an application, choose the API methods it may use, and copy the Client ID QuickFile displays. In Make, you click Create a connection on any QuickFile module and enter those credentials. The connection is then reused by all 13 modules.
03Can a QuickFile scenario in Make start on its own?
Not from QuickFile itself: the app has no trigger module in Make. A scenario starts in two other ways. Either another app opens it, for example the CRM where a deal is won or the form where a customer signs up. Or you use Make's scheduling, the clock on the first module, which runs the scenario every 15 minutes by default, 1 minute at the fastest on a paid plan. On each run, a search module such as Search Invoices then lists the invoices you ask for.
04What if a QuickFile module is missing in Make?
Use Make an API Call. It reaches any endpoint of the QuickFile API with the connection you already have, so you are not limited to clients, invoices and bank accounts. You write the request yourself from QuickFile's API documentation. Check as well that the application registered in QuickFile allows the method you call. The Make documentation for this app lists no specific limit, so keep an eye on your operations when a search returns long lists.
05Should QuickFile be automated with Make or n8n?
It depends on what you already use and on how you like to build. Make gives you 13 ready modules for QuickFile plus Make an API Call, and a visual editor where you test each step with Run once. Many apps also have an n8n node, but this guide does not confirm one for QuickFile, so check the n8n node list before choosing. Compare which of the two covers your actions and which editor your team will actually maintain.
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