IRIS KashFlow + CompanyHub Integration

Connect IRIS KashFlow to CompanyHub in 1 click

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Popular IRIS KashFlow + CompanyHub Workflows

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CompanyHub + IRIS KashFlow Integration

Create IRIS KashFlow customer from new CompanyHub company

If you have created a company in CompanyHub, 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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CompanyHub + IRIS KashFlow Integration

Create IRIS KashFlow order for new CompanyHub deal

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

When you create a deal in CompanyHub, 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 CompanyHub and IRIS KashFlow.
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CompanyHub + IRIS KashFlow Integration

Create IRIS KashFlow customer for new CompanyHub contact

In order to keep your accounting and customer records in sync, when you create a contact in CompanyHub, 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 CompanyHub and IRIS KashFlow!
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IRIS KashFlow + CompanyHub Integration
1.
  • CompanyHub
    Contact is created in CompanyHub
  • CompanyHub
    Contact is updated in CompanyHub
  • CompanyHub
    Company is created in CompanyHub
  • CompanyHub
    Company is updated in CompanyHub
  • CompanyHub
    Record is created (Custom Table) in CompanyHub
  • CompanyHub
    Record is updated in CompanyHub
  • CompanyHub
    Deal is created in CompanyHub
  • CompanyHub
    Deal is updated in CompanyHub
  • CompanyHub
    Task is created in CompanyHub
  • CompanyHub
    Quote is created in CompanyHub
  • CompanyHub
    Sales order is created in CompanyHub
2.
  • 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
  • CompanyHub
    Create contact in CompanyHub
  • CompanyHub
    Search contact in CompanyHub
  • CompanyHub
    Create record (Custom Table) in CompanyHub
  • CompanyHub
    Update record in CompanyHub
  • CompanyHub
    Search record in CompanyHub
  • CompanyHub
    Get record by id in CompanyHub
  • CompanyHub
    Create deal in CompanyHub
  • CompanyHub
    Search deal in CompanyHub
  • CompanyHub
    Create company in CompanyHub
  • CompanyHub
    Search company in CompanyHub
  • CompanyHub
    Create task in CompanyHub
  • CompanyHub
    Search task in CompanyHub
  • CompanyHub
    Create note in CompanyHub
  • CompanyHub
    Create quote in CompanyHub
  • CompanyHub
    Create sales order in CompanyHub
  • CompanyHub
    Delete record in CompanyHub
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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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CompanyHub is a cloud-based solution for seamless sales and marketing automation. It helps businesses manage their sales pipelines from lead generation to campaign execution, and eventually, to sales closure.

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