In order to keep your accounting and customer records in sync, when you create a contact in CallRail, 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 CallRail and IRIS KashFlow!
If you have created a company in CallRail, 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.
You Can Also Connect IRIS KashFlow or CallRail With 1400+ Other Apps
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.
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