IRIS KashFlow + Apex27 Integration

Integrate Apex27 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 accounts automatically.

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1.
  • Apex27
    Contact is Updated in Apex27 Instant
  • Apex27
    Viewing is deleted in Apex27 Instant
  • Apex27
    Viewing is updated in Apex27 Instant
  • Apex27
    Viewing is created in Apex27 Instant
  • Apex27
    Valuation is updated in Apex27 Instant
  • Apex27
    Valuation is created in Apex27 Instant
  • Apex27
    Offer is Deleted in Apex27 Instant
  • Apex27
    Offer is updated in Apex27 Instant
  • Apex27
    Offer is created in Apex27 Instant
  • Apex27
    Listing is deleted in Apex27 Instant
  • Apex27
    Listing is updated in Apex27 Instant
  • Apex27
    Listing is created in Apex27 Instant
  • Apex27
    Lead is deleted in Apex27 Instant
  • Apex27
    Lead is updated in Apex27 Instant
  • Apex27
    Contact is deleted in Apex27 Instant
  • Apex27
    Contact is created in Apex27 Instant
  • Apex27
    Lead is created in Apex27 Instant
  • Apex27
    Task is created in Apex27 Instant
  • Apex27
    Task is updated in Apex27 Instant
  • Apex27
    Task is deleted in Apex27 Instant
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2.
  • 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
  • Apex27
    Delete contact in Apex27
  • Apex27
    Create lead in Apex27
  • Apex27
    Delete lead in Apex27
  • Apex27
    Create task in Apex27
  • Apex27
    Update task in Apex27
  • Apex27
    Search task in Apex27
  • Apex27
    Delete task in Apex27
  • Apex27
    Create contact in Apex27
  • Apex27
    Update contact in Apex27
  • Apex27
    Search contact in Apex27
  • Apex27
    Create viewing in Apex27
  • Apex27
    Create listing in Apex27
  • Apex27
    Update listing in Apex27
  • Apex27
    Update viewing in Apex27
  • Apex27
    Search listing in Apex27
  • Apex27
    Search viewing in Apex27
  • Apex27
    Update lead in Apex27
  • Apex27
    Search lead in Apex27
  • Apex27
    Upload image for listing in Apex27

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Ready Workflows Ready Workflows for Apex27 + IRIS KashFlow Integration

Create customers from new contacts, generate invoices from property listings, record payments, update financial records, and track accounts, all in just one click.

Most popular automationmost-popular-automations
Apex27 + IRIS KashFlow Integration

Create IRIS KashFlow customer for new Apex27 contact

In order to keep your accounting and customer records in sync, when you create a contact in Apex27, 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 Apex27 and IRIS KashFlow!
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Connect more apps to your Apex27 + IRIS KashFlow flow

Route financial records to your messaging channels, sync accounting data with calendar events, and trigger follow-ups across your entire stack. Pick a combination and activate it in one click.

IRIS KashFlow
Apex27
+
GmailGmail (6)
+
Google CalendarGoogle Calendar (5)
+
StripeStripe (5)
+
MailchimpMailchimp (5)
+
DocuSignDocuSign (5)
+
SlackSlack (5)
A
I
G
Create an IRIS KashFlow customer for every new Apex27 contact, and send a welcome email in Gmail
New Apex27 contacts instantly become IRIS KashFlow customers while Gmail sends a welcome message, removing manual data entry.
A
I
G
When a new property listing is created in Apex27, create a customer in IRIS KashFlow and notify your billing team in Gmail
Listing creations in Apex27 automatically establish billing profiles in IRIS KashFlow and notify your team via Gmail.
A
I
G
When a new viewing is created in Apex27, create an invoice in IRIS KashFlow and send appointment details via Gmail
Viewing appointments in Apex27 generate corresponding invoices in IRIS KashFlow and dispatch confirmation emails in Gmail.
A
I
G
Create an IRIS KashFlow customer from a new Apex27 lead, and draft a follow-up email in Gmail
New leads in Apex27 create accounting records in IRIS KashFlow while preparing follow-up drafts in Gmail.
A
I
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Use ChatGPT to summarise new Apex27 property listings, create a billing record in IRIS KashFlow, and email the brief via Gmail
AI summarises Apex27 property listings before creating IRIS KashFlow billing records and sending email briefs in Gmail.
A
I
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Turn every new Apex27 valuation into an IRIS KashFlow customer, log the task in Asana, and notify the team via Gmail
Valuations in Apex27 initiate IRIS KashFlow customer creation, create project tasks in Asana, and notify teams in Gmail.

Supported triggers and actions for IRIS KashFlow and Apex27

Mix and match to build the exact automation you need

IRIS KashFlow
IRIS KashFlow Triggers & Actions
No trigger is available
Create invoice in IRIS KashFlow
Generates invoices for sales transactions
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Search invoice in IRIS KashFlow
Locates and retrieves invoices with
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Search customer in IRIS KashFlow
Locates and retrieves customer information
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Create customer in IRIS KashFlow
Adds a new customer to the database
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Add payment in IRIS KashFlow
Adds payment details to the system
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Apex27
Apex27 Triggers & Actions
Instant
Contact is Updated in Apex27
Triggers when a contact is updated
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Instant
Viewing is deleted in Apex27
Triggers when a viewing is deleted
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Instant
Viewing is updated in Apex27
Triggers when a viewing is updated
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Instant
Viewing is created in Apex27
Triggers when a viewing is created
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Instant
Valuation is updated in Apex27
Triggers when a valuation is updated
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Instant
Valuation is created in Apex27
Triggers when a valuation is created
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Instant
Offer is Deleted in Apex27
Triggers when an offer is deleted
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Instant
Offer is updated in Apex27
Triggers when an offer is updated
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Instant
Offer is created in Apex27
Triggers when an offer is created
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Instant
Listing is deleted in Apex27
Triggers when a listing is deleted
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Instant
Listing is updated in Apex27
Triggers when a listing is updated
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Instant
Listing is created in Apex27
Triggers when a listing is created
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Instant
Lead is deleted in Apex27
Triggers when a lead is deleted
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Instant
Lead is updated in Apex27
Triggers when a lead is updated
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Instant
Contact is deleted in Apex27
Triggers when a contact is deleted
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Instant
Contact is created in Apex27
Triggers the automation when a new contact is created
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Instant
Lead is created in Apex27
Triggers when a lead is created
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Instant
Task is created in Apex27
Triggers when a task is created
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Instant
Task is updated in Apex27
Triggers when a task is updated
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Instant
Task is deleted in Apex27
Triggers when a task is deleted
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Delete contact in Apex27
Delete a contact
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Create lead in Apex27
Create a lead
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Delete lead in Apex27
Delete a lead
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Create task in Apex27
Create a task
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Update task in Apex27
Update a task
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Search task in Apex27
Search for a task
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Delete task in Apex27
Delete a task
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Create contact in Apex27
Adds a new contact to the database
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Update contact in Apex27
Updates contact information with new details
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Search contact in Apex27
Finds and retrieves contact information
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Create viewing in Apex27
Schedules a new viewing
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Create listing in Apex27
Creates a new listing
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Update listing in Apex27
Updates product information on the listing page
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Update viewing in Apex27
Updates a viewing
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Search listing in Apex27
Searches for a listing
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Search viewing in Apex27
Searches for a viewing
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Update lead in Apex27
Updates the lead information
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Search lead in Apex27
Retrieves information for a particular lead
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Upload image for listing in Apex27
Adds images to your listing
Try it →

What can you automate with Apex27 + IRIS KashFlow?

Streamline your real estate operations and accounting workflows with reliable, automated triggers and actions.

What you can automate?
🧾
Create IRIS KashFlow customers from Apex27 contacts
Automatically establish new customer accounts in IRIS KashFlow the moment a contact is created in Apex27. Eliminate duplicate data entry and keep your financial records accurate.
📋
Capture every submitted listing and viewing detail
Map all property details, valuation data, and viewing schedules from Apex27 straight into IRIS KashFlow invoices. Ensure no transaction detail is ever left behind.
🔔
Notify your team the moment events occur
Send instant updates to your finance or sales team via Slack or Gmail whenever a new Apex27 offer is created or an IRIS KashFlow invoice is generated.
🔀
Route records based on submitted fields
Apply conditional logic to create different invoice tiers in IRIS KashFlow depending on the property type or value submitted in Apex27.
🔄
Keep financial records updated as deals change
Automatically update customer accounts in IRIS KashFlow whenever listing details or contact information are modified in Apex27.
👥
Prevent duplicates with smart search and creation
Search existing IRIS KashFlow customer files before creating new records, ensuring your accounting database remains clean and organised.
💳
Track payments and invoice statuses seamlessly
Record payments and manage billing milestones in IRIS KashFlow triggered by property sales, viewings, and completed valuations in Apex27.
🌐
Extend your workflow to external apps
Connect your core Apex27 and IRIS KashFlow integration with Slack, Google Calendar, or Gmail to build a complete multi-step agency operation.
And much more...

Who is Apex27 + IRIS KashFlow integration for?

Real estate brokers, finance teams, and agency administrators eliminate manual data entry, streamline billing, and keep CRM and accounting records perfectly aligned.

Financial directors
Financial directors
Sales managers
Sales managers
Agency owners
Agency owners
Operations coordinators
Operations coordinators
Accountants
Accountants
Administrative assistants
Administrative assistants
📈
Financial directors
You rely on accurate revenue reports from IRIS KashFlow, but waiting for manual data exports from Apex27 leaves your financial dashboards outdated — with this integration, every new transaction and customer record updates instantly and your books stay current.
⚡
Sales managers
You need your sales team focusing on closing property deals in Apex27 rather than copying contact details into IRIS KashFlow, but manual entry causes constant friction and delays — this integration means every client profile transfers automatically the moment it is created.
🤝
Agency owners
You oversee both property listings in Apex27 and bookkeeping in IRIS KashFlow, but disconnected systems create costly administrative oversights — automating both apps means your client data and invoicing records stay perfectly synchronised without extra effort.
📊
Operations coordinators
You manage high volumes of property viewings and valuations in Apex27 that must be billed through IRIS KashFlow, but manual invoicing cannot keep up with peak seasons — with this integration, every booking generates its accounting entry right away.
💼
Accountants
You depend on clean customer records and timely invoice creation in IRIS KashFlow from Apex27 activity, but missing entries cause reconciliation headaches — connecting these apps means your ledger receives verified data immediately.
🔍
Administrative assistants
You spend hours cross-referencing Apex27 listings with IRIS KashFlow customer accounts to prevent duplicate records, but manual checking leads to human error — this integration means records match up cleanly without manual oversight.
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Why choose Integrately to automate IRIS KashFlow + Apex27

Build and manage your IRIS KashFlow + Apex27 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect IRIS KashFlow + Apex27 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
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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 — 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Apex27 to IRIS KashFlow?
Frequently Asked Questions
You can connect Apex27 to IRIS KashFlow in 1 click using ready workflows on Integrately, or by telling Integrately AI how you want your data handled. Additional tools like Gmail, Slack, and Stripe can also be integrated easily.
Can I automatically create IRIS KashFlow invoices from Apex27 offers?
Frequently Asked Questions
Can I connect Apex27, IRIS KashFlow, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Apex27 and IRIS KashFlow?
Frequently Asked Questions
How are new Apex27 contacts handled in IRIS KashFlow?
Frequently Asked Questions
Can IRIS KashFlow invoices be updated from Apex27 listings?
Frequently Asked Questions
Do I need coding skills to automate Apex27 and IRIS KashFlow?
Frequently Asked Questions
Is the Apex27 and IRIS KashFlow integration free?
Frequently Asked Questions
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You Can Also Connect Apex27 or IRIS KashFlow With 1500+ Other Apps

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IRIS KashFlow
Popular IRIS KashFlow Integrations
Sync IRIS KashFlow with top payment gateways, expense trackers, and payroll software to keep finances accurate.
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