IRIS KashFlow + Microsoft Dynamics 365 CRM Integration

Connect IRIS KashFlow to Microsoft Dynamics 365 CRM in 1 click

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1.
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
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Ready Workflows Ready Workflows   for IRIS KashFlow + Microsoft Dynamics 365 CRM Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Microsoft Dynamics 365 CRM + IRIS KashFlow Integration

Create IRIS KashFlow customer for new Microsoft Dynamics 365 CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Microsoft Dynamics 365 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 Microsoft Dynamics 365 CRM and IRIS KashFlow!
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Automations

Top 10 Most Popular IRIS KashFlow Automations from
Integrately Community

Just click on the workflow you want to automate

Shopify logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Shopify order
Activate
HubSpot logo
IRIS KashFlow logo
Create IRIS KashFlow order for new HubSpot deal
Activate
Bigin by Zoho CRM logo
IRIS KashFlow logo
Create IRIS KashFlow order for new Bigin by Zoho CRM deal
Activate
Google Sheets logo
IRIS KashFlow logo
Create IRIS KashFlow invoice from new row Google Sheets
Webflow (Legacy) logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Webflow order
Shopify logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Shopify order
Activate
HubSpot logo
IRIS KashFlow logo
Create IRIS KashFlow order for new HubSpot deal
Activate
Bigin by Zoho CRM logo
IRIS KashFlow logo
Create IRIS KashFlow order for new Bigin by Zoho CRM deal
Activate
Google Sheets logo
IRIS KashFlow logo
Create IRIS KashFlow invoice from new row Google Sheets
Webflow (Legacy) logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Webflow order
Zoho Inventory logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Zoho Inventory order
Peak Funnels logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Peak Funnels order
DNA Super Systems logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new DNA Super Systems order
The Conversion Engine logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new The Conversion Engine order
AccuFunnels logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new AccuFunnels order
Zoho Inventory logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Zoho Inventory order
Peak Funnels logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Peak Funnels order
DNA Super Systems logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new DNA Super Systems order
The Conversion Engine logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new The Conversion Engine order
AccuFunnels logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new AccuFunnels order

Top 10 Most Popular Microsoft Dynamics 365 CRM Automations from
Integrately Community

Most popularmost-popular-automations
01
Microsoft Dynamics 365 CRM logo
WebinarJam logo
Create WebinarJam registrant for new Microsoft Dynamics 365 CRM contact
02
Microsoft Dynamics 365 CRM logo
Clientify logo
Create Clientify contact for new Microsoft Dynamics 365 CRM contact
03
WordPress logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new WordPress user
04
Quickblog logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new Quickblog user
05
Microsoft Dynamics 365 CRM logo
WordPress logo
Create WordPress user for new Microsoft Dynamics 365 CRM contact
cloud
Microsoft Dynamics 365 CRM
app integration
06
Microsoft Dynamics 365 CRM logo
SureCart logo
Create SureCart contact for new Microsoft Dynamics 365 CRM contact
07
Microsoft Dynamics 365 CRM logo
Shoprocket logo
Create Shoprocket customer for new Microsoft Dynamics 365 CRM contact
08
sevDesk logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new sevDesk contact
09
Microsoft Dynamics 365 CRM logo
Publit.io logo
Create Publit.io folder for new Microsoft Dynamics 365 CRM contact
10
Shoprocket logo
Microsoft Dynamics 365 CRM logo
Update Microsoft Dynamics 365 CRM contact from updated Shoprocket customer
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How Integrately Works?

1
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2
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3
Automation is ready
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Want to automate something else in your workflow?

You Can Also Connect IRIS KashFlow or Microsoft Dynamics 365 CRM With 1400+ Other Apps

IRIS KashFlow
IRIS KashFlow
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.
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM is a powerful, integrated suite of business applications. From sales to service, finance to operations, it combines all aspects of your business, enabling you to deliver superior customer experiences.