IRIS KashFlow + Fluent CRM Integration

Connect IRIS KashFlow to Fluent CRM - 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. Make use of Fluent CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Skip the manual back and forth! Easily automate the flow of data between IRIS KashFlow & Fluent CRM using Integrately.

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For IRIS KashFlow + Fluent CRM Integration

Just click on the workflow you want to automate

Create IRIS KashFlow customer for new Fluent CRM contact

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

Activate

1of1

Create Your Own IRIS KashFlow & Fluent CRM 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 Fluent CRM
Triggers the automation whenever a new contact is created
Contact is updated in Fluent CRM
Triggers the automation whenever a contact is updated

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 Fluent CRM
Automatically adds a new contact to the database
Search contact in Fluent CRM
Automatically finds and retrieves contact information
Update contact in Fluent CRM
Automatically updates contact information with new details
Add note to contact in Fluent CRM
Automatically adds a personalized note to 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 & Fluent CRM In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect IRIS KashFlow or Fluent CRM 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

Fluent is a sleek, intuitive and integrated WordPress CRM that helps you manage your leads from the very first touch-point to the most advanced stages of the sales funnel – all in one place.

See Fluent CRM Integrations