IRIS KashFlow + ConvertCreator Integration

Connect IRIS KashFlow to ConvertCreator - Automate your workflows in 1-click

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. Set up ConvertCreator automations to send personalized campaigns, capture leads from various sources, and track campaign performance. And automate all the repetitive tasks between IRIS KashFlow & ConvertCreator using Integrately.
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ConvertCreator + IRIS KashFlow Integration

Create IRIS KashFlow invoice for new ConvertCreator order

As soon as you receive a new ConvertCreator order, you need to generate a corresponding invoice so that you can get paid. With this ConvertCreator - IRIS KashFlow integration, a new invoice will be created in your IRIS KashFlow software automatically. This way, you can get paid faster and avoid having to manually create invoices for each new ConvertCreator order.

Plus, it saves you time by eliminating the need to manually create invoices. Set up the integration such that the invoice includes all the necessary details such as the order amount, customer information, and other relevant details.

By having this process automated, it will help you get paid faster and more efficiently. Additionally, it will help to keep your accounting records organized and up-to-date. Consequently, this will save you time and hassle in the long run.

So go ahead and activate this integration today to start streamlining your workflow and saving time on accounting. Thank us later!
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ConvertCreator + IRIS KashFlow Integration

Create IRIS KashFlow invoice for new ConvertCreator event

If you're a professional who works on one-to-one basis and uses ConvertCreator to manage your events, you may want to create an invoice in IRIS KashFlow when an event is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created, it will trigger a corresponding invoice in IRIS KashFlow.

This can save you time when creating invoice and tracking payments for your events.
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IRIS KashFlow + ConvertCreator Integration
1.
  • ConvertCreator
    Order is created in ConvertCreator

    Triggers the automation when a new order is created

    Instant
  • ConvertCreator
    Order is updated in ConvertCreator

    Triggers the automation when any order is updated

    Instant
  • ConvertCreator
    Contact is created or updated in ConvertCreator

    Triggers the automation when a contact is created or updated

    Instant
  • ConvertCreator
    Form response is created in ConvertCreator

    Triggers the automation when a form is filled

    Instant
  • ConvertCreator
    Product is created in ConvertCreator

    Triggers the automation when a new product is created

    Instant
  • ConvertCreator
    Product is updated in ConvertCreator

    Triggers the automation when a product is updated

    Instant
  • ConvertCreator
    Booking is created in ConvertCreator

    Triggers the automation when a new booking is created

    Instant
2.
  • IRIS KashFlow
    Create invoice in IRIS KashFlow

    Generates invoices for sales transactions

  • IRIS KashFlow
    Search invoice in IRIS KashFlow

    Locates and retrieves invoices with

  • IRIS KashFlow
    Search customer in IRIS KashFlow

    Locates and retrieves customer information

  • IRIS KashFlow
    Create customer in IRIS KashFlow

    Adds a new customer to the database

  • IRIS KashFlow
    Add payment in IRIS KashFlow

    Adds payment details to the system

  • ConvertCreator
    Delete contact in ConvertCreator

    Removes a contact from the address book

  • ConvertCreator
    Create contact in ConvertCreator

    Adds a new contact to the database

  • ConvertCreator
    Create product in ConvertCreator

    Generates and launch new products

  • ConvertCreator
    Update contact in ConvertCreator

    Updates contact information with new details

  • ConvertCreator
    Search contact in ConvertCreator

    Finds and retrieves contact information

  • ConvertCreator
    Update product in ConvertCreator

    Updates product information

  • ConvertCreator
    Search product in ConvertCreator

    Searches for a product

  • ConvertCreator
    Delete member group in ConvertCreator

    Deletes a member group

  • ConvertCreator
    Create member group in ConvertCreator

    Creates a new group of members

  • ConvertCreator
    Update member group in ConvertCreator

    Updates the particular member group

  • ConvertCreator
    Create member in ConvertCreator

    Adds a new member to the system

  • ConvertCreator
    Delete member in ConvertCreator

    Removes a member from the system

  • ConvertCreator
    Update member in ConvertCreator

    Updates a member's information

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