IRIS KashFlow + Plutio Integration

Connect IRIS KashFlow to Plutio in 1 click

Integrate IRIS KashFlow + Plutio For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular IRIS KashFlow + Plutio Workflows

Create IRIS KashFlow customer from new Plutio person

Plutio can be integrated with IRIS KashFlow to help you manage your invoicing and finances. When a new person is created in Plutio, a corresponding customer record should be created in IRIS KashFlow.

This will ensure that your financial records are always up-to-date and accurate and you'll have a more accurate picture of your business' performance.

Setting up this automation is easy - just click on activate and connect your Plutio and IRIS KashFlow accounts with Integrately.

Activate

Create IRIS KashFlow invoice from new Plutio proposal

If you're using Plutio to create your proposal, you'll be happy to know that you can also create invoice straight from IRIS KashFlow.

This automation will automatically generate an invoice in IRIS KashFlow for you. All of your customer data will be populated into the invoice, so all you need to do is send it off! Easy peasy.

Activate

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Create Your Own IRIS KashFlow & Plutio Integration Without Any Code

Create Custom Workflow

Project is created in Plutio Instant
Project is updated in Plutio Instant
Task is created in Plutio Instant
Task is updated in Plutio Instant
Invoice is created in Plutio Instant
Invoice is updated in Plutio Instant
Person is created in Plutio Instant
Form is submitted in Plutio Instant
Catch all events in Plutio Instant
Template is created in Plutio Instant
Proposal is created in Plutio Instant
Form is created in Plutio Instant
Contract is created in Plutio Instant
Contract is updated in Plutio Instant
Company is created in Plutio Instant
Company is updated in Plutio Instant
Task board is created in Plutio Instant
Task group is created in Plutio Instant

Create invoice in IRIS KashFlow
Search invoice in IRIS KashFlow
Search customer in IRIS KashFlow
Create customer in IRIS KashFlow
Add payment in IRIS KashFlow
Create Task in Plutio
Update Task in Plutio
Move a Task in Plutio
Create Person in Plutio
Search person/people in Plutio
Update Person in Plutio
Delete Person in Plutio
Create Project in Plutio
Create Invoice in Plutio
Update Invoice in Plutio
Delete Invoice in Plutio
Create person conversation in Plutio
Create company in Plutio
Create proposal in Plutio
Create contract in Plutio
Search invoice in Plutio
Get person by Id in Plutio
Find task in Plutio
Update contract in Plutio
Delete block in Plutio
Update company in Plutio
Update proposal in Plutio
Create Task Board in Plutio
Create Note in Plutio
Create Task Group in Plutio

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750 Tasks

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2,000 Tasks

in $19.⁹⁹

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Integrate IRIS KashFlow & Plutio 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 Plutio 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

Work smarter with Plutio's project management features. Collaborate with clients to manage tasks, proposals and contracts. Send invoices and get paid online instantly!

See Plutio Integrations