Vtiger CRM + IRIS KashFlow Integration

Connect Vtiger CRM to IRIS KashFlow in 1 click

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Popular Vtiger CRM + IRIS KashFlow Workflows

Create IRIS KashFlow customer from new Vtiger CRM account

If you have created a account in Vtiger CRM, it's important to create a customer in IRIS KashFlow. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.

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Create IRIS KashFlow customer for new Vtiger CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Vtiger CRM, this automation will automatically create a customer in IRIS KashFlow.

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 Vtiger CRM and IRIS KashFlow!

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Contact is created/updated in Vtiger CRM
To Do is created/updated in Vtiger CRM
Account is created/updated in Vtiger CRM
Ticket is created/updated in Vtiger CRM
Opportunity is created/updated in Vtiger CRM
Case is created/updated in Vtiger CRM
Service is created/updated in Vtiger CRM
Event is created/updated in Vtiger CRM
Product is created/updated in Vtiger CRM
Invoice is created/updated in Vtiger CRM
Quote is created/updated in Vtiger CRM
Sales Order is created/updated in Vtiger CRM
PurchaseOrder is created/updated in Vtiger CRM

Update account in Vtiger CRM
Search account in Vtiger CRM
Update opportunity in Vtiger CRM
Search opportunity in Vtiger CRM
Update contact in Vtiger CRM
Create contact in Vtiger CRM
Search contact by phone in Vtiger CRM
Create todo in Vtiger CRM
Create account in Vtiger CRM
Create product in Vtiger CRM
Create opportunity in Vtiger CRM
Search contact by email in Vtiger CRM
Create case in Vtiger CRM
Create service in Vtiger CRM
Create module record in Vtiger CRM
Create event in Vtiger CRM
Create ticket in Vtiger CRM
Create invoice in IRIS KashFlow
Search invoice in IRIS KashFlow
Search customer in IRIS KashFlow
Create customer in IRIS KashFlow
Add payment in IRIS KashFlow

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Integrate Vtiger CRM & IRIS KashFlow In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Vtiger CRM & IRIS KashFlow with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Vtiger CRM & IRIS KashFlow With 1100+ Other Apps

Easily manage your sales, marketing and customer support with Vtiger CRM. Reach out to leads in no time, convert prospects into customers and help customers achieve their goals with this easy-to-use solution.

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IRIS 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.

See IRIS KashFlow Integrations