IRIS KashFlow + Perspective Integration

Connect IRIS KashFlow to Perspective - 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. Set up Perspective automations to send personalized campaigns, capture leads from various sources, and track campaign performance. And automate all the repetitive tasks between IRIS KashFlow & Perspective using Integrately.

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Ready Workflows For IRIS KashFlow + Perspective Integration

Just click on the workflow you want to automate

Create IRIS KashFlow customer for new Perspective contact

Perspective + IRIS KashFlow Integration

Activate

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Create Your Own IRIS KashFlow & Perspective Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Lead is created in Perspective
Triggers the automation when a new lead is created
Instant
Visitor completed a funnel in Perspective
Triggers the automation when a visitor completes the funnel journey
Instant

Create invoice in IRIS KashFlow
Generates invoices for sales transactions
Search invoice in IRIS KashFlow
Locates and retrieves invoices with
Search customer in IRIS KashFlow
Locates and retrieves customer information
Create customer in IRIS KashFlow
Adds a new customer to the database
Add payment in IRIS KashFlow
Adds payment details to the system

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 & Perspective In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect IRIS KashFlow or Perspective 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

Perspective is the perfect solution for creating high-converting mobile funnels. It helps build beautiful, conversion-optimized funnels in 60 minutes or less - without any design or coding skills to take your mobile marketing to the next level.

See Perspective Integrations