Bitrix24 + IRIS KashFlow Integration

Connect Bitrix24 to IRIS KashFlow - Automate your workflows in 1-click

Make use of Bitrix24 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. And automate all the repetitive tasks between Bitrix24 & IRIS KashFlow using Integrately.

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Ready Workflows For Bitrix24 + IRIS KashFlow Integration

Just click on the workflow you want to automate

Create IRIS KashFlow order for new Bitrix24 deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Bitrix24 and IRIS KashFlow work together to make accounting and bookkeeping simple.

When you create a deal in Bitrix24, 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 Bitrix24 and IRIS KashFlow.

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Create IRIS KashFlow customer for new Bitrix24 contact

In order to keep your accounting and customer records in sync, when you create a contact in Bitrix24, 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 Bitrix24 and IRIS KashFlow!

Activate

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Create Your Own Bitrix24 & IRIS KashFlow Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Smart process is created in Bitrix24
Triggers the automation when a new smart process is created
Quote is created in Bitrix24
Triggers the automation when a new quote is created
Lead is created in Bitrix24
Triggers the automation when a new lead is created
Lead is updated in Bitrix24
Triggers the automation when the lead information is updated
Lead is created in Bitrix24 Instant
Lead is updated in Bitrix24 Instant
Lead is deleted in Bitrix24
Triggers the automation when a lead is removed from the system
Instant
Deal is created in Bitrix24
Triggers the automation when a deal is created
Deal is created in Bitrix24 Instant
Deal is updated in Bitrix24
Triggers the automation when a deal is updated
Instant
Deal is deleted in Bitrix24
Triggers the automation when a deal is deleted
Instant
Contact is created in Bitrix24
Triggers the automation when a new contact is created
Contact is updated in Bitrix24
Triggers the automation when a contact is updated
Contact is created in Bitrix24 Instant
Contact is updated in Bitrix24 Instant
Contact is deleted in Bitrix24
Triggers the automation when a contact is removed from the particular list
Instant
Task is created in Bitrix24
Triggers the automation when a new task is created
Instant
Task is updated in Bitrix24
Triggers the automation when any task is updated
Instant
Task is deleted in Bitrix24
Triggers the automation when a task is deleted
Instant
Company is updated in Bitrix24
Triggers the automation when a company is updated
Instant
Company is deleted in Bitrix24
Triggers the automation when a company is deleted
Instant
Company is created in Bitrix24
Triggers the automation when a new company is created
Instant

Search lead in Bitrix24
Retrieves information for a particular lead
Update quote in Bitrix24
Updates an existing quote
Search quote by title in Bitrix24
Searches for a quote using the title
Create quote in Bitrix24
Creates a new quote
Create lead in Bitrix24
Generates new leads for potential customers
Update lead in Bitrix24
Updates the lead information
Create contact in Bitrix24
Adds a new contact to the database
Search contact in Bitrix24
Finds and retrieves contact information
Update contact in Bitrix24
Updates contact information with new details
Create deal in Bitrix24
Generates a new deal with
Update deal in Bitrix24
Updates deal information based on new criteria or changes
Get deal by id in Bitrix24
Retrieves a deal by its id
Search deal in Bitrix24
Retrieves and find a deal
Create company in Bitrix24
Generates a new company profile with given details
Search company in Bitrix24
Finds information about a company
Update company in Bitrix24
Updates company information
Get company by id in Bitrix24
Retrieves a company's details using its id
Search task in Bitrix24
Searches for a task
Get task by id in Bitrix24
Retrieves a task using its id
Update task in Bitrix24
Updates the task with new information or changes
Get lead by id in Bitrix24
Retrieves a lead's information based on their id
Get contact by id in Bitrix24
Retrieves a contact's information based on their id
Add comment in Bitrix24
Adds a comment to a record
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

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Integrate Bitrix24 & IRIS KashFlow 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!

Want to automate something else in your workflow?

You Can Also Connect Bitrix24 or IRIS KashFlow With 1200+ Other Apps

Bitrix24 provides businesses with an integrated suite of tools for team collaboration and project management, as well as professional CRM and business analytics. Amplify your productivity and improve your profitability!

See Bitrix24 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