Act! 365 + IRIS KashFlow Integration

Connect Act! 365 to IRIS KashFlow in 1 click

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Act! 365 + IRIS KashFlow Integration

Create IRIS KashFlow customer for new Act! 365 contact

In order to keep your accounting and customer records in sync, when you create a contact in Act! 365, 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 Act! 365 and IRIS KashFlow!
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Act! 365 + IRIS KashFlow Integration
1.
  • Act! 365
    New contact is created in Act! 365
2.
  • Act! 365
    Create contact in Act! 365
  • IRIS KashFlow
    Create invoice in IRIS KashFlow
  • IRIS KashFlow
    Search invoice in IRIS KashFlow
  • IRIS KashFlow
    Search customer in IRIS KashFlow
  • IRIS KashFlow
    Create customer in IRIS KashFlow
  • IRIS KashFlow
    Add payment in IRIS KashFlow
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