IRIS KashFlow + Insightly Integration

Connect IRIS KashFlow to Insightly in 1 click

Integrate IRIS KashFlow + Insightly For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular IRIS KashFlow + Insightly Workflows

Create IRIS KashFlow customer from new Insightly organisation

If you have created a organisation in Insightly, it's important to create a customer in IRIS KashFlow. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.

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Create IRIS KashFlow customer for new Insightly contact

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

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Create Your Own IRIS KashFlow & Insightly Integration Without Any Code

Create Custom Workflow

Task is created in Insightly
Lead is created in Insightly
Lead is updated in Insightly
Organisation is added in Insightly
Organisation is updated in Insightly
Contact is updated in Insightly
Contact is created in Insightly
Opportunity is created in Insightly
Project is created in Insightly
Opportunity is updated in Insightly

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
Update Contact in Insightly
Get task by ID in Insightly
Get organization by ID in Insightly
Get opportunity by ID in Insightly
Update opportunity in Insightly
Create contact in Insightly
Search contact in Insightly
Create opportunity in Insightly
Create lead in Insightly
Search lead in Insightly
Create task in Insightly
Search user in Insightly
Create organisation in Insightly
Search organisation in Insightly
Create project in Insightly
Search project in Insightly
Get contact by id in Insightly
Search opportunity in Insightly
Delete opportunity in Insightly
Link objects in Insightly
Get project by ID in Insightly
Update project in Insightly
Delete project in Insightly

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You Can Also Connect IRIS KashFlow or Insightly 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

Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.

See Insightly Integrations