IRIS KashFlow + Crisp Integration

Connect IRIS KashFlow to Crisp - 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. Leverage Crisp automations to personalize customer journeys, automate email marketing communications, and resolve customer queries faster. Combine the benefits of both with Integrately’s IRIS KashFlow + Crisp integration.

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Ready Workflows For IRIS KashFlow + Crisp Integration

Just click on the workflow you want to automate

Create IRIS KashFlow customer for new Crisp contact

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

Activate

1of1

Create Your Own IRIS KashFlow & Crisp Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Crisp
Triggers the automation whenever a new contact is created
Instant
Contact is updated in Crisp
Triggers the automation whenever a contact is updated
Instant
Message is received in Crisp
Triggers the automation whenever a new message is received
Instant
Conversation session is updated in Crisp
Triggers the automation whenever a conversation session is updated
Instant
Conversation custom data is updated in Crisp
Triggers the automation whenever custom data is updated during a conversation
Instant
Conversation status is changed in Crisp
Triggers the automation whenever there is a change in the conversation status
Instant
Message is sent in Crisp
Triggers the automation whenever a new message is sent
Instant
Conversation is created in Crisp
Triggers the automation whenever a new conversation is created
Instant

Create invoice in IRIS KashFlow
Automatically generates invoices for sales transactions
Search invoice in IRIS KashFlow
Automatically locate and retrieve invoices with
Search customer in IRIS KashFlow
Automatically locate and retrieve customer information
Create customer in IRIS KashFlow
Automatically adds a new customer to the database
Add payment in IRIS KashFlow
Automatically adds payment details to the system
Create contact in Crisp
Automatically adds a new contact to the database
Search contact in Crisp
Automatically finds and retrieves contact information
Update contact in Crisp
Automatically updates contact information with new details
Add a user event in Crisp
Automatically adds a new user event
Search conversation in Crisp
Automatically searches for keywords within a conversation
Set contact custom data in Crisp
Automatically sets custom data for a contact

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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Integrate IRIS KashFlow & Crisp In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect IRIS KashFlow or Crisp With 1200+ Other Apps

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

Crisp is a unified communication platform that offers live chat, email, messenger, SMS and Twitter all on one interface. The app helps enterprises improve customer engagement through a coordinated effort of their entire support team.

See Crisp Integrations