IRIS KashFlow + Kylas CRM Integration

Connect IRIS KashFlow to Kylas CRM in 1 click

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Popular IRIS KashFlow + Kylas CRM Workflows

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Kylas CRM + IRIS KashFlow Integration

Create IRIS KashFlow order for new Kylas CRM deal

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

When you create a deal in Kylas CRM, 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 Kylas CRM and IRIS KashFlow.
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Kylas CRM + IRIS KashFlow Integration

Create IRIS KashFlow customer for new Kylas CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Kylas 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 Kylas CRM and IRIS KashFlow!
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IRIS KashFlow + Kylas CRM Integration
1.
  • Kylas CRM
    Lead is created in Kylas CRM Instant
  • Kylas CRM
    Lead is updated in Kylas CRM Instant
  • Kylas CRM
    Contact is updated in Kylas CRM Instant
  • Kylas CRM
    Contact is created in Kylas CRM Instant
  • Kylas CRM
    Deal is updated in Kylas CRM Instant
  • Kylas CRM
    Deal is created in Kylas CRM Instant
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
  • Kylas CRM
    Create contact in Kylas CRM
  • Kylas CRM
    Create Lead in Kylas CRM
  • Kylas CRM
    Create deal in Kylas CRM
  • Kylas CRM
    Create company in Kylas CRM
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