IRIS KashFlow + Agendor Integration

Connect IRIS KashFlow to Agendor - Automate your workflows in 1-click

Set up IRIS KashFlow automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Make use of Agendor automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Skip the manual back and forth! Easily automate the flow of data between IRIS KashFlow & Agendor using Integrately.
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Ready Workflows For IRIS KashFlow + Agendor Integration

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Agendor + IRIS KashFlow Integration

Create IRIS KashFlow customer from new Agendor organization

If you have created a organization in Agendor, 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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Agendor + IRIS KashFlow Integration

Create IRIS KashFlow order for new Agendor deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Agendor and IRIS KashFlow work together to make accounting and bookkeeping simple.

When you create a deal in Agendor, 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 Agendor and IRIS KashFlow.
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Agendor + IRIS KashFlow Integration

Create IRIS KashFlow customer for new Agendor contact

In order to keep your accounting and customer records in sync, when you create a contact in Agendor, 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 Agendor and IRIS KashFlow!
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Create Your Own IRIS KashFlow & Agendor Integration Without Any Code

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2. Select what action you want to automate
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IRIS KashFlow + Agendor Integration
1.
  • Agendor
    Person is created in Agendor

    Triggers the automation when a new person is created

    Instant
  • Agendor
    Person is updated in Agendor

    Triggers the automation when a person's profile is updated

    Instant
  • Agendor
    Deal is won in Agendor

    Triggers the automation when a deal is won

    Instant
  • Agendor
    Deal stage is changed in Agendor

    Triggers the automation when a deal stage is changed

    Instant
  • Agendor
    Deal is updated in Agendor

    Triggers the automation when a deal is updated

    Instant
  • Agendor
    Deal is created in Agendor

    Triggers the automation when a deal is created

    Instant
  • Agendor
    Deal is lost in Agendor

    Triggers the automation when a deal is lost

    Instant
  • Agendor
    Task is created in Agendor

    Triggers the automation when a new task is created

    Instant
  • Agendor
    Organization is created in Agendor

    Triggers the automation when a new organization is created

    Instant
  • Agendor
    Organization is updated in Agendor

    Triggers the automation when any organization's profile is modified

    Instant
2.
  • IRIS KashFlow
    Create invoice in IRIS KashFlow

    Generates invoices for sales transactions

  • IRIS KashFlow
    Search invoice in IRIS KashFlow

    Locates and retrieves invoices with

  • IRIS KashFlow
    Search customer in IRIS KashFlow

    Locates and retrieves customer information

  • IRIS KashFlow
    Create customer in IRIS KashFlow

    Adds a new customer to the database

  • IRIS KashFlow
    Add payment in IRIS KashFlow

    Adds payment details to the system

  • Agendor
    Create person in Agendor

    Generates a new person

  • Agendor
    Update person in Agendor

    Updates the information of a person

  • Agendor
    Get person by id in Agendor

    Retrieves a person's information by their id

  • Agendor
    Search person in Agendor

    Retrieves information about a person

  • Agendor
    Update deal status in Agendor

    Updates the status of a deal

  • Agendor
    Update deal stage in Agendor

    Updates deal to next stage based on predefined criteria

  • Agendor
    Update deal in Agendor

    Updates deal information based on new criteria or changes

  • Agendor
    Get deal by id in Agendor

    Retrieves a deal by its id

  • Agendor
    Search deal in Agendor

    Retrieves and find a deal

  • Agendor
    Create task in Agendor

    Creates a new task

  • Agendor
    Update organization in Agendor

    Updates organization information

  • Agendor
    Create organization in Agendor

    Generates a new invoice

  • Agendor
    Get organization by id in Agendor

    Retrieves organization information based on its id

  • Agendor
    Search organization in Agendor

    Finds and retrieves information about a organization

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Integrate IRIS KashFlow & Agendor In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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You Can Also Connect IRIS KashFlow or Agendor With 1200+ Other Apps

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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
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Agendor is a sales improvement platform designed for Brazilian companies with long sales cycles, where you can monitor and manage all your contacts, proposals, deals and activities at one place.

See Agendor Integrations

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