Connect quickfile and ifactfind to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between quickfile and ifactfind?

To start, connect both your quickfile and ifactfind accounts to viaSocket. Once connected, you can set up a workflow where an event in quickfile triggers actions in ifactfind (or vice versa).

Can we customize how data from quickfile is recorded in ifactfind?

Absolutely. You can customize how quickfile data is recorded in ifactfind. This includes choosing which data fields go into which fields of ifactfind, setting up custom formats, and filtering out unwanted information.

How often does the data sync between quickfile and ifactfind?

The data sync between quickfile and ifactfind typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from quickfile to ifactfind?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between quickfile and ifactfind?

Yes, you can set conditional logic to control the flow of data between quickfile and ifactfind. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

quickfile

About quickfile

UK based cloud accounting software. Manage your accounts and bookkeeping in the cloud. QuickFile is simple to use, fast and free!

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ifactfind

About ifactfind

iFactFind is the new standard in client data collection and management. The digital online fact find for financial advisers and their clients.

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