IRIS KashFlow + Overloop Integration

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Overloop + IRIS KashFlow Integration

Create IRIS KashFlow customer from new Overloop company

If you have created a company in Overloop, 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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Overloop + IRIS KashFlow Integration

Create IRIS KashFlow order for new Overloop deal

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

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

Create IRIS KashFlow customer for new Overloop contact

In order to keep your accounting and customer records in sync, when you create a contact in Overloop, 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 Overloop and IRIS KashFlow!
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IRIS KashFlow + Overloop Integration
1.
  • Overloop
    Contact is created in Overloop
  • Overloop
    Contact is replied in Overloop
  • Overloop
    Exclusion List Item is created in Overloop
  • Overloop
    Campaign is created in Overloop
  • Overloop
    Workflow is created in Overloop
  • Overloop
    Pipeline is created in Overloop
  • Overloop
    Stage is created in Overloop
  • Overloop
    Organization is created in Overloop
  • Overloop
    Deal lost in Overloop
  • Overloop
    Deal won in Overloop
  • Overloop
    Deal is created in Overloop
  • Overloop
    User is created in Overloop
  • Overloop
    List is created in Overloop
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
  • Overloop
    Create new contact in Overloop
  • Overloop
    Search contact in Overloop
  • Overloop
    Enroll contact in workflow in Overloop
  • Overloop
    Enroll deal in workflow in Overloop
  • Overloop
    Add contact to exclusion list in Overloop
  • Overloop
    Update contact in Overloop
  • Overloop
    Remove contact from exclusion list in Overloop
  • Overloop
    Search organization in Overloop
  • Overloop
    Create new organization in Overloop
  • Overloop
    Update organization in Overloop
  • Overloop
    Create new deal in Overloop
  • Overloop
    Search deal in Overloop
  • Overloop
    Mark deal as lost in Overloop
  • Overloop
    Mark deal as won in Overloop
  • Overloop
    Update deal in Overloop
  • Overloop
    Enroll organization in workflow in Overloop
  • Overloop
    Search email in Overloop
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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.

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Overloop is a CRM designed for outbound sales teams that helps with lead generation, pipeline management, cold email campaigns, LinkedIn extension, email finder and syncing, deal probability and forecasting, sales automation, statistics and reporting.

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