Capsule CRM + IRIS KashFlow Integration

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

Make use of Capsule 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. And automate all the repetitive tasks between Capsule CRM & IRIS KashFlow using Integrately.
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Capsule CRM + IRIS KashFlow Integration

Create IRIS KashFlow customer from new Capsule CRM organisation

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.
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Capsule CRM + IRIS KashFlow Integration

Create IRIS KashFlow order for new Capsule CRM opportunity

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.
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Capsule CRM + IRIS KashFlow Integration

Create IRIS KashFlow customer for new Capsule CRM person

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!
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Capsule CRM + IRIS KashFlow Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
2.
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule CRM
  • 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
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Integrate Capsule CRM & IRIS KashFlow In 1 Click
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