Follow Up Boss + IRIS KashFlow Integration

Connect Follow Up Boss to IRIS KashFlow - Automate your workflows in 1-click

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Ready workflows for Follow Up Boss + IRIS KashFlow Integration

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Create IRIS KashFlow order for new Follow Up Boss deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Follow Up Boss and IRIS KashFlow work together to make accounting and bookkeeping simple.

When you create a deal in Follow Up Boss, it will automatically create an order in IRIS KashFlow. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Follow Up Boss and IRIS KashFlow.

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Create IRIS KashFlow customer for new Follow Up Boss contact

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

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to automate repetitive tasks between Follow Up Boss & IRIS KashFlow

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Contact is created in Follow Up Boss Instant
Tag is added to contact in Follow Up Boss Instant
Person stage is updated in Follow Up Boss Instant
Deal is created in Follow Up Boss Instant
Deal is updated in Follow Up Boss Instant
Appointment is created in Follow Up Boss Instant

Search deal in Follow Up Boss
Update deal in Follow Up Boss
Create contact without triggering action plans in Follow Up Boss
Search contact in Follow Up Boss
Add tags to a contact in Follow Up Boss
Update contact without triggering action plans in Follow Up Boss
Reassign agent in Follow Up Boss
Change stage of a contact in Follow Up Boss
Create note in Follow Up Boss
Create deal in Follow Up Boss
Create inquiry or website event in Follow Up Boss
Apply an action plan to a contact in Follow Up Boss
Create collaborators in Follow Up Boss
Pause an action plan for a contact in Follow Up Boss
Create task in Follow Up Boss
Log call in Follow Up Boss
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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750 Tasks

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2,000 Tasks

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Integrate Follow Up Boss & IRIS KashFlow In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect Follow Up Boss or IRIS KashFlow With 1100+ Other Apps

Follow Up Boss saves agents time by automatically creating appointments, sending emails, and reminding clients. It also allows agents to identify leads based on thier 'hotness', so they can focus on the most urgent tasks at hand.

See Follow Up Boss Integrations

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