Agile CRM + IRIS KashFlow Integration

Connect Agile CRM to IRIS KashFlow in 1 click

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1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
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2.

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Ready Workflows Ready Workflows   for Agile CRM + IRIS KashFlow Integration

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Agile CRM + IRIS KashFlow Integration

Create IRIS KashFlow customer for new Agile CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Agile 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 Agile CRM and IRIS KashFlow!
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Agile CRM + IRIS KashFlow Integration

Create IRIS KashFlow order for new Agile CRM deal

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

When you create a deal in Agile CRM, 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 Agile CRM and IRIS KashFlow.
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Automations

Top 10 Most Popular Agile CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact

Top 10 Most Popular IRIS KashFlow Automations from
Integrately Community

Most popularmost-popular-automations
01
Shopify logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Shopify order
02
HubSpot logo
IRIS KashFlow logo
Create IRIS KashFlow order for new HubSpot deal
03
Bigin by Zoho CRM logo
IRIS KashFlow logo
Create IRIS KashFlow order for new Bigin by Zoho CRM deal
04
Google Sheets logo
IRIS KashFlow logo
Create IRIS KashFlow invoice from new row Google Sheets
05
Webflow (Legacy) logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Webflow order
cloud
IRIS KashFlow
app integration
06
Zoho Inventory logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Zoho Inventory order
07
Peak Funnels logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Peak Funnels order
08
DNA Super Systems logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new DNA Super Systems order
09
The Conversion Engine logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new The Conversion Engine order
10
AccuFunnels logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new AccuFunnels order
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Want to automate something else in your workflow?

You Can Also Connect Agile CRM or IRIS KashFlow With 1400+ Other Apps

Agile CRM
Agile CRM
Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.
IRIS KashFlow
IRIS KashFlow
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.