Agile CRM + IRIS KashFlow Integration

Connect Agile CRM to IRIS KashFlow - Automate your workflows in 1-click

Make use of Agile CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. 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. Combine the benefits of both with Integrately’s Agile CRM + IRIS KashFlow integration.

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Ready Workflows For Agile CRM + IRIS KashFlow Integration

Just click on the workflow you want to automate

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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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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Create Your Own Agile CRM & IRIS KashFlow Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Agile CRM
Triggers the automation when a new contact is created
Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
Deal is created in Agile CRM
Triggers the automation when a deal is created
Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
Task is created in Agile CRM
Triggers the automation when a new task is created
Event is created in Agile CRM
Triggers the automation when a new event is created
Case is created in Agile CRM
Triggers the automation when a new case is created

Create contact in Agile CRM
Adds a new contact to the database
Update contact in Agile CRM
Updates contact information with new details
Add score to contact in Agile CRM
Assigns a score to a contact
Add tag to contact in Agile CRM
Assigns a tag to a contact
Create deal in Agile CRM
Generates a new deal with
Create task in Agile CRM
Creates a new task
Add note in Agile CRM
Adds a note to the selected item
Search contact in Agile CRM
Finds and retrieves contact information
Search company in Agile CRM
Finds information about a company
Create company in Agile CRM
Generates a new company profile with given details
Subscribe to campaign in Agile CRM
Subscribes to a campaign
Add event in Agile CRM
Schedule an event
Create invoice in IRIS KashFlow
Generates invoices for sales transactions
Search invoice in IRIS KashFlow
Locates and retrieves invoices with
Search customer in IRIS KashFlow
Locates and retrieves customer information
Create customer in IRIS KashFlow
Adds a new customer to the database
Add payment in IRIS KashFlow
Adds payment details to the system

3x-10x Less Expensive Than Popular Alternatives

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750 Tasks

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

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

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

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

See Agile CRM Integrations

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