Aesthetix CRM + IRIS KashFlow Integration

Integrate Aesthetix CRM to IRIS KashFlow in one click, or tell Integrately AI how you want each contact handled. Create customers, generate invoices, track payments, and update your accounting records automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Aesthetix CRM
    Task is added in Aesthetix CRM Instant
  • Aesthetix CRM
    Birthday reminder is sent in Aesthetix CRM Instant
  • Aesthetix CRM
    Custom date reminder is received in Aesthetix CRM Instant
  • Aesthetix CRM
    Pipeline stage is changed in Aesthetix CRM Instant
  • Aesthetix CRM
    Call status is changed in Aesthetix CRM Instant
  • Aesthetix CRM
    Customer booked an appointment in Aesthetix CRM Instant
  • Aesthetix CRM
    Customer replies in Aesthetix CRM Instant
  • Aesthetix CRM
    Opportunity is staled in Aesthetix CRM Instant
  • Aesthetix CRM
    Task reminder is received in Aesthetix CRM Instant
  • Aesthetix CRM
    Trigger link is clicked in Aesthetix CRM Instant
  • Aesthetix CRM
    Opportunity status is changed in Aesthetix CRM Instant
  • Aesthetix CRM
    Note is added in Aesthetix CRM Instant
  • Aesthetix CRM
    Order form is submitted in Aesthetix CRM Instant
  • Aesthetix CRM
    Form is submitted in Aesthetix CRM Instant
  • Aesthetix CRM
    Survey is submitted in Aesthetix CRM Instant
  • Aesthetix CRM
    Contact tag is changed in Aesthetix CRM Instant
  • Aesthetix CRM
    Appointment is created in Aesthetix CRM Instant
  • Aesthetix CRM
    Email event occurs in Aesthetix CRM Instant
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2.
  • Aesthetix CRM
    Create contact in Aesthetix CRM
  • Aesthetix CRM
    Search contact in Aesthetix CRM
  • Aesthetix CRM
    Update contact in Aesthetix CRM
  • Aesthetix CRM
    Add lead to campaign in Aesthetix CRM
  • Aesthetix CRM
    Stop all campaigns for lead in Aesthetix CRM
  • Aesthetix CRM
    Create account in Aesthetix CRM
  • Aesthetix CRM
    Create user in Aesthetix CRM
  • Aesthetix CRM
    Create opportunity in Aesthetix CRM
  • Aesthetix CRM
    Update opportunity in Aesthetix CRM
  • Aesthetix CRM
    Search opportunity in Aesthetix CRM
  • Aesthetix CRM
    Create task in Aesthetix CRM
  • Aesthetix CRM
    Create note in Aesthetix CRM
  • 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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Ready WorkflowsReady Workflows ย  for Aesthetix CRM + IRIS KashFlow Integration

Capture patient leads, create customer records, generate invoices, and track payments, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Aesthetix CRM + IRIS KashFlow flow

Sync accounting records with payment gateways, email marketing, scheduling tools, and spreadsheets to keep your entire business connected. Pick a combination and activate it in one click.

Aesthetix CRM
IRIS KashFlow
+
StripeStripe (4)
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MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
Google CalendarGoogle Calendar (4)
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ZoomZoom (4)
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Google SheetsGoogle Sheets (4)
S
A
I
When a Stripe payment succeeds, create a contact in Aesthetix CRM and add the payment in IRIS KashFlow
Successful Stripe payments instantly update Aesthetix CRM contacts and record the payment in IRIS KashFlow without manual data entry.
S
A
I
When a Stripe customer is created, create a contact in Aesthetix CRM and create a customer in IRIS KashFlow
New Stripe customers automatically populate your Aesthetix CRM database and your IRIS KashFlow accounts.
A
S
I
When an order form is submitted in Aesthetix CRM, process payment in Stripe and create an invoice in IRIS KashFlow
Form submissions trigger Stripe billing and generate an IRIS KashFlow invoice instantly.
S
A
I
When a Stripe invoice is paid, create a task in Aesthetix CRM and add the payment in IRIS KashFlow
Paid invoices trigger follow-up tasks in Aesthetix CRM and update payment logs in IRIS KashFlow.

Supported triggers and actions for Aesthetix CRM and IRIS KashFlow

Mix and match to build the exact automation you need

Aesthetix CRM
Aesthetix CRM Triggers & Actions
Instant
Task is added in Aesthetix CRM
Triggers the automation when a new task is added
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Instant
Birthday reminder is sent in Aesthetix CRM
Triggers the automation when a birthday reminder notification is sent
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Instant
Custom date reminder is received in Aesthetix CRM
Triggers the automation when a custom date reminder is received
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Instant
Pipeline stage is changed in Aesthetix CRM
Triggers the automation when a pipeline stage is changed
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Instant
Call status is changed in Aesthetix CRM
Triggers the automation when call details are modified
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Instant
Customer booked an appointment in Aesthetix CRM
Triggers the automation when a customer books an appointment
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Instant
Customer replies in Aesthetix CRM
Triggers the automation when a customer replies to a message
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Instant
Opportunity is staled in Aesthetix CRM
Triggers the automation when any opportunity becomes inactive
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Instant
Task reminder is received in Aesthetix CRM
Triggers the automation when a task reminder is received
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Instant
Trigger link is clicked in Aesthetix CRM
Triggers the automation when a link is clicked
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Instant
Opportunity status is changed in Aesthetix CRM
Triggers the automation when the status of any opportunity changes
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Instant
Note is added in Aesthetix CRM
Triggers the automation when a new note is created
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Instant
Order form is submitted in Aesthetix CRM
Triggers the automation when a new order is received
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Instant
Form is submitted in Aesthetix CRM
Triggers the automation when a form is filled
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Instant
Survey is submitted in Aesthetix CRM
Triggers the automation when a survey response is submitted
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Instant
Contact tag is changed in Aesthetix CRM
Triggers the automation when a contact tag is updated
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Instant
Appointment is created in Aesthetix CRM
Triggers the automation when a new appointment is created
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Instant
Email event occurs in Aesthetix CRM
Triggers the automation when any email event occurs
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Create contact in Aesthetix CRM
Adds a new contact to the database
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Search contact in Aesthetix CRM
Finds and retrieves contact information
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Update contact in Aesthetix CRM
Updates contact information with new details
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Add lead to campaign in Aesthetix CRM
Adds a new lead to a marketing campaign for targeted outreach
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Stop all campaigns for lead in Aesthetix CRM
Stop all active campaigns targeting lead generation
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Create account in Aesthetix CRM
Generates a new account
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Create user in Aesthetix CRM
Generates a new user account
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Create opportunity in Aesthetix CRM
Creates a new instance of the support system
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Update opportunity in Aesthetix CRM
Updates the opportunity details as needed
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Search opportunity in Aesthetix CRM
Searches for a opportunity
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Create task in Aesthetix CRM
Creates a new task
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Create note in Aesthetix CRM
Creates a new note in the particular format
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IRIS KashFlow
IRIS KashFlow Triggers & Actions
No trigger is available
Create invoice in IRIS KashFlow
Generates invoices for sales transactions
Try it โ†’
Search invoice in IRIS KashFlow
Locates and retrieves invoices with
Try it โ†’
Search customer in IRIS KashFlow
Locates and retrieves customer information
Try it โ†’
Create customer in IRIS KashFlow
Adds a new customer to the database
Try it โ†’
Add payment in IRIS KashFlow
Adds payment details to the system
Try it โ†’

What can you automate with Aesthetix CRM + IRIS KashFlow?

Streamline patient management and accounting workflows by connecting Aesthetix CRM to IRIS KashFlow.

What you can automate?
๐Ÿ‘ค
Create IRIS KashFlow customers from Aesthetix CRM contacts
Every new contact registered in Aesthetix CRM automatically establishes a matching customer profile in IRIS KashFlow. Eliminate dual data entry and keep your billing directory updated.
๐Ÿงพ
Generate invoices from patient bookings and orders
Trigger itemised IRIS KashFlow invoices immediately when order forms are submitted or appointments are created in Aesthetix CRM. Speed up your clinic billing cycle.
๐Ÿ’ณ
Record payments and update accounting ledgers
Log payment transactions and settlement details directly into IRIS KashFlow as soon as financial events occur in your CRM ecosystem. Keep financial statements accurate.
๐Ÿ—‚๏ธ
Branch workflows based on pipeline stage changes
Route different treatment types and patient tiers to specific IRIS KashFlow invoicing rules depending on pipeline stage modifications in Aesthetix CRM.
๐Ÿ”„
Keep customer details synchronized across platforms
Update existing IRIS KashFlow customer profiles automatically whenever contact details or billing addresses are modified in Aesthetix CRM.
๐Ÿ”
Search records before creating new entries
Prevent duplicate billing accounts by searching existing customer directories in IRIS KashFlow before generating new invoices from Aesthetix CRM leads.
๐Ÿ“Š
Track order form submissions and survey responses
Capture comprehensive patient form data from Aesthetix CRM and maintain organized financial audit trails in your accounting software.
โšก
Extend workflows with Google Sheets or Stripe
Combine Aesthetix CRM and IRIS KashFlow with tools like Stripe or Google Sheets to handle payment processing, sheet logging, and team alerts in one unified sequence.
And much more...

Who is Aesthetix CRM + IRIS KashFlow integration for?

Connecting Aesthetix CRM to IRIS KashFlow helps medical spa and plastic surgery teams eliminate manual bookkeeping data entry and keep financial records fully synchronized.

Practice managers
Practice managers
Front desk coordinators
Front desk coordinators
Finance directors
Finance directors
Medical spa owners
Medical spa owners
Billing specialists
Billing specialists
Operations leads
Operations leads
๐Ÿ“ˆ
Practice managers
You're reviewing revenue reports every week but your accounting ledger only updates when someone manually exports patient payments, so the financial figures you're analysing against are always outdated โ€” this integration means every transaction lands in IRIS KashFlow instantly and your books stay current.
โšก
Front desk coordinators
You're managing patient bookings in Aesthetix CRM while manually creating invoices in IRIS KashFlow, so billing delays happen when patient volume spikes โ€” automating both apps means every booking generates an invoice immediately and your checkout queue moves without friction.
๐Ÿ“‹
Finance directors
You answer to practice owners who want immediate visibility into patient revenue, but manual data transfers between CRM and accounting leave recurring gaps โ€” connecting these apps means every payment entry matches patient records precisely and audit trails remain unbroken.
๐Ÿฅ
Medical spa owners
Your clinic handles dozens of consultation bookings and procedure order forms daily, but manual data entry causes missed invoices and billing errors โ€” with this integration, every client submission triggers automated customer creation and accurate billing records.
๐Ÿ‘ฅ
Billing specialists
You depend on clinical staff to hand over patient payment details before you can issue invoices, leading to delayed invoicing cycles โ€” this integration means every payment event in Aesthetix CRM creates an IRIS KashFlow invoice instantly without waiting for manual handovers.
๐Ÿ”
Operations leads
You need a reliable audit history of patient interactions and billing transactions, but fragmented software tools leave mismatched records across your stack โ€” automating both apps means every contact and invoice pair correctly in real time.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Aesthetix CRM + IRIS KashFlow

Build and manage your Aesthetix CRM + IRIS KashFlow automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Aesthetix CRM + IRIS KashFlow with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Aesthetix CRM to IRIS KashFlow?
Frequently Asked Questions
You can connect Aesthetix CRM to IRIS KashFlow in 1 click using ready workflows on Integrately. With 1,500+ apps connected and Integrately AI, you can configure your integration instantly without any coding.
Can I automatically create IRIS KashFlow invoices from Aesthetix CRM bookings?
Frequently Asked Questions
Can I connect Aesthetix CRM, IRIS KashFlow, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Aesthetix CRM and IRIS KashFlow?
Frequently Asked Questions
How does Aesthetix CRM handle customer data during automation?
Frequently Asked Questions
Can IRIS KashFlow track payments automatically when contacts are updated?
Frequently Asked Questions
Do I need coding skills to automate Aesthetix CRM and IRIS KashFlow?
Frequently Asked Questions
Is the Aesthetix CRM and IRIS KashFlow integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Aesthetix CRM or IRIS KashFlow With 1500+ Other Apps

Aesthetix CRM
Popular Aesthetix CRM Integrations
Connect Aesthetix CRM to marketing automation, lead generation, and scheduling tools to manage your patient pipeline.
IRIS KashFlow
Popular IRIS KashFlow Integrations
Sync IRIS KashFlow with payment processors, reporting platforms, and spreadsheet tools to keep financial records precise.