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| This application does not need additional settings. So you can make connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). only by using your login credentials or by following the instructions below . |
With QuickFile modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., you can:
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search, retrieve, create, update, and delete clients
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search, retrieve, create, update, and delete invoice
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search and create bank accounts
To get started with QuickFile, create an account at Zendesk.com.
To connect QuickFile app, you need to obtain the Account Number, API Key, and Application ID.
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Log in to your QuickFile account.
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Copy the Account Number at the top right corner.
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Click Account Settings > 3rd Party Integration > API. Copy the Account API Key to a safe place.
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Click Account Settings > 3rd Party Integration > API > App ID. Copy the AppID to a safe place.
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In your Boost.space Integrator account, insert a QuickFile modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive. and click the Add button next to the Connection field.
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In the Connection name field, enter a name for the connection.
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In the Account Number, API Key, and Application ID fields, enter the details copied in steps 2, 3, and 4. Click Save.
You have successfully connected the QuickFile app and can now build scenariosA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive..
You can search, retrieve, create, update, and delete clients using the following modules.
Searches for clients or lists them all.
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Connection |
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Limit |
Set the maximum number of clients Boost.space Integrator will return during one execution cycleA cycle is the operation and commit/rollback phases of scenario execution. A scenario may have one or more cycles (one is the default).. The default value is 10. |
See QuickFile Client API reference for entering the field values to search the clients that match the specified value.
Retrieves client and contact data.
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Connection |
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Client ID |
Select or map the Client ID whose details you want to retrieve. |
For field descriptions, see the QuickFile API reference.
Creates a new client recordIn Boost.space, a record is a single data entry within a module, like a row in a database. For example, a contact in the Contacts module or a task in the Tasks module..
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Connection |
For field descriptions, see the QuickFile API reference.
Updates an existing client record.
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Connection |
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Client ID |
Select or map the Client ID whose details you want to update. |
For field descriptions, see the QuickFile API reference.
You can search, retrieve, create, update, and delete invoices using the following modules.
Searches for invoices or lists them all.
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Connection |
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Limit |
Set the maximum number of invoices Boost.space Integrator will return during one execution cycle. The default value is 10. |
See QuickFile Invoice API reference for entering the field values to search the invoices that match the specified value.
Retrieves a single invoice, estimate, or recurring invoice template.
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Connection |
For field descriptions, see the QuickFile Invoice API reference.
Creates a new invoice, estimate, or recurring invoice template.
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Connection |
For field descriptions, see the QuickFile Invoice API reference.
Updates an invoice, estimate, or recurring invoice template.
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Connection |
For field descriptions, see the QuickFile Invoice API reference.
Deletes an invoice, estimate, or recurring invoice template.
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Connection |
For field descriptions, see the QuickFile Invoice API reference.
You can search and create bank accounts using the following modules.
Searches for bank accounts or lists them all.
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Connection |
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Limit |
Set the maximum number of bank accounts Boost.space Integrator will return during one execution cycle. The default value is 10. |
See QuickFile Bank Accounts API reference for entering the field values to search the invoices that match the specified value.
You can call APIs using the following module.
Performs an arbitrary authorized API call.
![[Note]](https://docs.boost.space/wp-content/themes/bsdocs/docs-parser/HTML/css/image/note.png) |
Note |
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For the list of available endpoints, refer to the QuickFile API documentation. |
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Connection |
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URL |
Enter a path relative to |
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Method |
GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry. |
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Headers |
Enter the desired request headers. You don’t have to add authorization headers; we already did that for you. |
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Query String |
Enter the request query string. |
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Body |
Enter the body content for your API call. |
The following API call returns all invoices from your account based on the specified criteria.
URL: /1_2/invoice/search
Method: POST
Body: { "SearchParameters": { "ReturnCount": "5", "Offset": "0", "OrderResultsBy": "InvoiceNumber", "OrderDirection": "ASC", "InvoiceType": "INVOICE" }}
The search matches can be found in the module’s Output under Bundle > Body > Invoice_Search > Body > Record.
In our example, a total of 74 invoices are returned with details showing of 5 as specified.
