IRIS KashFlow + Deskera Integration

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

Set up IRIS KashFlow and Deskera automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. And automate all the repetitive tasks between IRIS KashFlow & Deskera using Integrately.
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Deskera + IRIS KashFlow Integration

Create IRIS KashFlow customer for new Deskera contact

In order to keep your accounting and customer records in sync, when you create a contact in Deskera, 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 Deskera and IRIS KashFlow!
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IRIS KashFlow + Deskera Integration
1.
  • Deskera
    Contact is created in Deskera

    Triggers the automation when a new contact is created

  • Deskera
    CRM Contact is created in Deskera
  • Deskera
    Contact is created in CRM+ in Deskera

    Triggers the automation when a new contact is created in CRM+

    Instant
  • Deskera
    Product is created in Deskera

    Triggers the automation when a new product is created

  • Deskera
    Sales invoice is created in Deskera

    Triggers the automation when a sales invoice is created

  • Deskera
    Deal is created in CRM+ in Deskera

    Triggers the automation when a deal is created in CRM

    Instant
  • Deskera
    Payment entry is created in Deskera

    Triggers the automation when a payment entry is created

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

  • Deskera
    Search invoice in Deskera

    Searches for an invoice

  • Deskera
    Create payment entry in Deskera

    Creates a new payment entry

  • Deskera
    Create contact in Deskera

    Adds a new contact to the database

  • Deskera
    Create sales invoice in Deskera

    Generates a new sales invoice with pre-filled details

  • Deskera
    Create crm contact in Deskera
  • Deskera
    Search contact in Deskera

    Finds and retrieves contact information

  • Deskera
    Search CRM contact in Deskera
  • Deskera
    Create a new contact in CRM+ in Deskera

    Adds a new contact to the crm contact list

  • Deskera
    Search product in Deskera

    Searches for a product

  • Deskera
    Create product in Deskera

    Generates and launch new products

  • Deskera
    Create account in Deskera

    Generates a new account

  • Deskera
    Search account in Deskera

    Searches for account information

  • Deskera
    Create quotation in Deskera

    Generates a new quotation with predefined details

  • Deskera
    Update contact in Deskera

    Updates contact information with new details

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