Capsule CRM + IRIS KashFlow Integration

If you have created a organisation in Capsule CRM, 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.

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

When you create a opportunity in Capsule 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 Capsule CRM and IRIS KashFlow.

In order to keep your accounting and customer records in sync, when you create a person in Capsule 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 Capsule CRM and IRIS KashFlow!