IRIS KashFlow + Close Integration

Connect IRIS KashFlow to Close in 1 click

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1.
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
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Ready Workflows Ready Workflows   for IRIS KashFlow + Close Integration

Just click on the workflow you want to automate

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

Create IRIS KashFlow customer for new Close contact

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

Create IRIS KashFlow order for new Close opportunity

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

When you create a opportunity in Close, 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 Close and IRIS KashFlow.
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Automations

Top 10 Most Popular IRIS KashFlow Automations from
Integrately Community

Just click on the workflow you want to automate

Shopify logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Shopify order
Activate
HubSpot logo
IRIS KashFlow logo
Create IRIS KashFlow order for new HubSpot deal
Activate
Bigin by Zoho CRM logo
IRIS KashFlow logo
Create IRIS KashFlow order for new Bigin by Zoho CRM deal
Activate
Google Sheets logo
IRIS KashFlow logo
Create IRIS KashFlow invoice from new row Google Sheets
Webflow (Legacy) logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Webflow order
Shopify logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Shopify order
Activate
HubSpot logo
IRIS KashFlow logo
Create IRIS KashFlow order for new HubSpot deal
Activate
Bigin by Zoho CRM logo
IRIS KashFlow logo
Create IRIS KashFlow order for new Bigin by Zoho CRM deal
Activate
Google Sheets logo
IRIS KashFlow logo
Create IRIS KashFlow invoice from new row Google Sheets
Webflow (Legacy) logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Webflow order
Zoho Inventory logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Zoho Inventory order
Peak Funnels logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Peak Funnels order
DNA Super Systems logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new DNA Super Systems order
The Conversion Engine logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new The Conversion Engine order
AccuFunnels logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new AccuFunnels order
Zoho Inventory logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Zoho Inventory order
Peak Funnels logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Peak Funnels order
DNA Super Systems logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new DNA Super Systems order
The Conversion Engine logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new The Conversion Engine order
AccuFunnels logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new AccuFunnels order

Top 10 Most Popular Close Automations from
Integrately Community

Most popularmost-popular-automations
01
Webflow (Legacy) logo
Close logo
Create Close contact for new Webflow form submission
02
Elementor Forms logo
Close logo
Create Close contact for new Elementor Forms form submission
03
GroovePages logo
Close logo
Create Close contact for new GroovePages response
04
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Close opportunity
05
Formsite logo
Close logo
Create Close contact for new Formsite form submission
cloud
Close
app integration
06
Kajabi logo
Close logo
Create Close contact from new Kajabi offer
07
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity from new Close contact
08
OnceHub logo
Close logo
Create Close task for new OnceHub booking
09
Unbounce logo
Close logo
Create Close contact for new Unbounce form submission
10
WhatsApp logo
Close logo
Create Close note for new WhatsApp message
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Want to automate something else in your workflow?

You Can Also Connect IRIS KashFlow or Close With 1400+ Other Apps

IRIS KashFlow
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.
Close
Close
Close helps you get more deals. Whether you're inside or outside the office, Close gives you everything you need to communicate with prospects and customers—all in one place.