IRIS KashFlow + Keap Max Classic Integration

Connect IRIS KashFlow to Keap Max Classic in 1 click

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Popular IRIS KashFlow + Keap Max Classic Workflows

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Keap Max Classic + IRIS KashFlow Integration

Create IRIS KashFlow invoice for new Keap Max Classic invoice

As soon as you receive a new Keap Max Classic invoice, you need to generate a corresponding invoice so that you can get paid. With this Keap Max Classic - IRIS KashFlow integration, a new invoice will be created in your IRIS KashFlow software automatically. This way, you can get paid faster and avoid having to manually create invoices for each new Keap Max Classic invoice.

Plus, it saves you time by eliminating the need to manually create invoices. Set up the integration such that the invoice includes all the necessary details such as the order amount, customer information, and other relevant details.

By having this process automated, it will help you get paid faster and more efficiently. Additionally, it will help to keep your accounting records organized and up-to-date. Consequently, this will save you time and hassle in the long run.

So go ahead and activate this integration today to start streamlining your workflow and saving time on accounting. Thank us later!
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Keap Max Classic + IRIS KashFlow Integration

Create IRIS KashFlow customer from new Keap Max Classic company

If you have created a company in Keap Max Classic, 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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Keap Max Classic + IRIS KashFlow Integration

Create IRIS KashFlow order for new Keap Max Classic opportunity

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

When you create a opportunity in Keap Max Classic, 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 Keap Max Classic and IRIS KashFlow.
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Keap Max Classic + IRIS KashFlow Integration

Create IRIS KashFlow customer for new Keap Max Classic contact

In order to keep your accounting and customer records in sync, when you create a contact in Keap Max Classic, 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 Keap Max Classic and IRIS KashFlow!
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IRIS KashFlow + Keap Max Classic Integration
1.
  • Keap Max Classic
    Invoice is paid in Keap Max Classic
  • Keap Max Classic
    Tag is applied to contact in Keap Max Classic Instant
  • Keap Max Classic
    Contact is created in Keap Max Classic
  • Keap Max Classic
    Invoice is created in Keap Max Classic
  • Keap Max Classic
    Opportunity is created in Keap Max Classic
  • Keap Max Classic
    Tag is created in Keap Max Classic
  • Keap Max Classic
    Company is created in Keap Max Classic
  • Keap Max Classic
    Subscription is created in Keap Max Classic
  • Keap Max Classic
    Product is created in Keap Max Classic
  • Keap Max Classic
    Affiliate is added in Keap Max Classic
2.
  • IRIS KashFlow
    Create invoice in IRIS KashFlow
  • IRIS KashFlow
    Search invoice in IRIS KashFlow
  • IRIS KashFlow
    Search customer in IRIS KashFlow
  • IRIS KashFlow
    Create customer in IRIS KashFlow
  • IRIS KashFlow
    Add payment in IRIS KashFlow
  • Keap Max Classic
    Create payment in Keap Max Classic
  • Keap Max Classic
    Create contact in Keap Max Classic
  • Keap Max Classic
    Tag existing contact in Keap Max Classic
  • Keap Max Classic
    Create or Update Contact in Keap Max Classic
  • Keap Max Classic
    Update contact in Keap Max Classic
  • Keap Max Classic
    Remove tag from contact in Keap Max Classic
  • Keap Max Classic
    Get contact details by id in Keap Max Classic
  • Keap Max Classic
    Apply tags to contact in Keap Max Classic
  • Keap Max Classic
    Search tag in Keap Max Classic
  • Keap Max Classic
    Create note in Keap Max Classic
  • Keap Max Classic
    Create order in Keap Max Classic
  • Keap Max Classic
    Create company in Keap Max Classic
  • Keap Max Classic
    Create product in Keap Max Classic
  • Keap Max Classic
    Search contact in Keap Max Classic
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