Copper + IRIS KashFlow Integration

Connect Copper to IRIS KashFlow in 1 click

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Popular Copper + IRIS KashFlow Workflows

Create IRIS KashFlow customer from new Copper company

If you have created a company in Copper, 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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Create IRIS KashFlow customer for new Copper person

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

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Lead is created in Copper Instant
Lead is changed in Copper Instant
Person is created in Copper Instant
Person is changed in Copper Instant
Opportunity is changed in Copper Instant
Opportunity is created in Copper Instant
Activity is created in Copper Instant
Company is changed in Copper Instant
Company is created in Copper Instant
Task is created in Copper Instant
Task is changed in Copper Instant
Project is created in Copper Instant
Project is changed in Copper Instant

Create lead in Copper
Update lead in Copper
Search lead in Copper
Create person in Copper
Update person in Copper
Search person in Copper
Create activity in Copper
Create task in Copper
Search opportunity in Copper
Create opportunity in Copper
Update opportunity in Copper
Search company in Copper
Create company in Copper
Update company in Copper
Create project in Copper
Update project in Copper
Search project in Copper
Create invoice in IRIS KashFlow
Search invoice in IRIS KashFlow
Search customer in IRIS KashFlow
Create customer in IRIS KashFlow
Add payment in IRIS KashFlow

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You Can Also Integrate Copper & IRIS KashFlow With 1100+ Other Apps

Copper is a CRM that helps you turn relationships into revenue, and it does this by automating all the busywork in your sales pipeline so you can focus on what matters: building relationships with customers.

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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.

See IRIS KashFlow Integrations