IRIS KashFlow + NationBuilder Integration

Connect IRIS KashFlow to NationBuilder - 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. Make use of NationBuilder automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between IRIS KashFlow & NationBuilder using Integrately.

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For IRIS KashFlow + NationBuilder Integration

Just click on the workflow you want to automate

Create IRIS KashFlow customer for new NationBuilder contact

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

Activate

1of1

Create Your Own IRIS KashFlow & NationBuilder Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

IRIS KashFlow + NationBuilder Integration

New contact is created in NationBuilder
Triggers the automation whenever a new contact is added
Person is updated in NationBuilder
Triggers the automation whenever a person's profile is updated
New person is added in NationBuilder
Triggers the automation whenever a new person is added
New event is created in NationBuilder
Triggers the automation whenever a new event is added
New donation is created in NationBuilder
Triggers the automation whenever a new donation is received

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
Create logged contact in NationBuilder
Automatically logs a new contact
Search logged contact in NationBuilder
Automatically searches for a logged contact
Create event RSVP in NationBuilder
Automatically logs a new RSVP for an event
Create event in NationBuilder
Automatically adds a new contact to the contact list
Create person in NationBuilder
Automatically generates a new person
Update person in NationBuilder
Automatically updates the information of a person
Search person in NationBuilder
Automatically retrieves information about a person
Award political capital in NationBuilder
Automatically distribute political capital to individuals based on criteria
Create donation in NationBuilder
Automatically records a new donation
Create private note in NationBuilder
Automatically creates a new private note
Delete tag in NationBuilder
Automatically removes a particular tag from the system
Create membership in NationBuilder
Automatically generates and establish new membership accounts for users

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate IRIS KashFlow & NationBuilder 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 NationBuilder 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

NationBuilder is the platform for every movement, organization, and campaign that wants to succeed. It's powerful tools help you engage supporters, run campaigns, build membership and manage your day-to-day operations.

See NationBuilder Integrations