IRIS KashFlow + HelloSign Integration

Connect IRIS KashFlow to HelloSign - 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. With HelloSign automations, you can send documents for electronic signatures, track the signing process, and manage signed documents centrally. Get the best of both with Integrately’s IRIS KashFlow + HelloSign integration.

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Ready Workflows For IRIS KashFlow + HelloSign Integration

Just click on the workflow you want to automate

Create IRIS KashFlow customer for new HelloSign signature request

HelloSign + IRIS KashFlow Integration

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Create Your Own IRIS KashFlow & HelloSign Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Signature request is sent in HelloSign
Triggers the automation whenever a signature request is sent
Instant
Signature request is declined in HelloSign
Triggers the automation whenever a signature request is declined
Instant
Signature request is viewed in HelloSign
Triggers the automation whenever a signature request is viewed
Instant
Signature request is accepted in HelloSign
Triggers the automation whenever a signature request is accepted
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

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate IRIS KashFlow & HelloSign 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 HelloSign 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

Dropbox Sign brings the world of e-signatures to your fingertips. Just choose your template, upload a PDF or Word Document and send it to anyone. They sign it and then send it back for you to see and collect signatures from around the world.

See HelloSign Integrations