IRIS KashFlow + OnePageCRM Integration

Connect IRIS KashFlow to OnePageCRM in 1 click

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OnePageCRM + IRIS KashFlow Integration

Create IRIS KashFlow order for new OnePageCRM deal

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

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

Create IRIS KashFlow customer for new OnePageCRM contact

In order to keep your accounting and customer records in sync, when you create a contact in OnePageCRM, 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 OnePageCRM and IRIS KashFlow!
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IRIS KashFlow + OnePageCRM Integration
1.
  • OnePageCRM
    Contact is updated in OnePageCRM
  • OnePageCRM
    Deal is updated in OnePageCRM
  • OnePageCRM
    Contact is created in OnePageCRM
  • OnePageCRM
    Pending deal is created in OnePageCRM
  • OnePageCRM
    Deal is won in OnePageCRM
  • OnePageCRM
    Action is created in OnePageCRM
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
  • OnePageCRM
    Create contact in OnePageCRM
  • OnePageCRM
    Add note to a contact in OnePageCRM
  • OnePageCRM
    Create note attachment in OnePageCRM
  • OnePageCRM
    Search contact by name in OnePageCRM
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