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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Ready Workflows For IRIS KashFlow + Deskera Integration

Just click on the workflow you want to automate

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!

Activate

1of1

Create Your Own IRIS KashFlow & Deskera 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 Deskera
Triggers the automation when a new contact is created
CRM Contact is created in Deskera
Contact is created in CRM+ in Deskera
Triggers the automation when a new contact is created in CRM+
Instant
Product is created in Deskera
Triggers the automation when a new product is created
Sales invoice is created in Deskera
Triggers the automation when a sales invoice is created
Deal is created in CRM+ in Deskera
Triggers the automation when a deal is created in CRM
Instant
Payment entry is created in Deskera
Triggers the automation when a payment entry is created

Create invoice in IRIS KashFlow
Generates invoices for sales transactions
Search invoice in IRIS KashFlow
Locates and retrieves invoices with
Search customer in IRIS KashFlow
Locates and retrieves customer information
Create customer in IRIS KashFlow
Adds a new customer to the database
Add payment in IRIS KashFlow
Adds payment details to the system
Search invoice in Deskera
Searches for an invoice
Create payment entry in Deskera
Creates a new payment entry
Create contact in Deskera
Adds a new contact to the database
Create sales invoice in Deskera
Generates a new sales invoice with pre-filled details
Create crm contact in Deskera
Search contact in Deskera
Finds and retrieves contact information
Search CRM contact in Deskera
Create a new contact in CRM+ in Deskera
Adds a new contact to the crm contact list
Search product in Deskera
Searches for a product
Create product in Deskera
Generates and launch new products
Create account in Deskera
Generates a new account
Search account in Deskera
Searches for account information
Create quotation in Deskera
Generates a new quotation with predefined details
Update contact in Deskera
Updates contact information with new details

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Integrate IRIS KashFlow & Deskera 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 Deskera 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

Deskera is a cloud-based accounting software that connects with your existing ERP. It is designed to be easy to use, yet powerful for businesses of all sizes and across all industries.

See Deskera Integrations