Popular Insightly + IRIS KashFlow Workflows
Create IRIS KashFlow order for new Insightly opportunity
When you create a opportunity in Insightly, it will automatically create an order in IRIS KashFlow. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Insightly and IRIS KashFlow.
Create IRIS KashFlow customer for new Insightly contact
This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Insightly and IRIS KashFlow!
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Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.
See Insightly IntegrationsIRIS KashFlow is purpose built for small businesses with accounting needs from A to Z. It helps you manage finances, bookkeeping and tax compliance in one place, allowing you to spend more time on your business.
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