IRIS KashFlow + Plutio Integration

Integrate IRIS KashFlow to Plutio in one click, or tell Integrately AI how you want each customer handled. Sync new contacts instantly, generate invoices in IRIS KashFlow, update your Plutio projects, and keep your financial records accurate without manual entry.

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1.
  • Plutio
    Project is created in Plutio Instant
  • Plutio
    Project is updated in Plutio Instant
  • Plutio
    Task is created in Plutio Instant
  • Plutio
    Task is updated in Plutio Instant
  • Plutio
    Invoice is created in Plutio Instant
  • Plutio
    Invoice is updated in Plutio Instant
  • Plutio
    Person is created in Plutio Instant
  • Plutio
    Form is submitted in Plutio Instant
  • Plutio
    Catch all events in Plutio Instant
  • Plutio
    Template is created in Plutio Instant
  • Plutio
    Proposal is created in Plutio Instant
  • Plutio
    Form is created in Plutio Instant
  • Plutio
    Contract is created in Plutio Instant
  • Plutio
    Contract is updated in Plutio Instant
  • Plutio
    Company is created in Plutio Instant
  • Plutio
    Company is updated in Plutio Instant
  • Plutio
    Task board is created in Plutio Instant
  • Plutio
    Task group is created in Plutio Instant
Arrow Right
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
  • Plutio
    Create Task in Plutio
  • Plutio
    Update Task in Plutio
  • Plutio
    Move a Task in Plutio
  • Plutio
    Create Person in Plutio
  • Plutio
    Search person/people in Plutio
  • Plutio
    Update Person in Plutio
  • Plutio
    Delete Person in Plutio
  • Plutio
    Create Project in Plutio
  • Plutio
    Create Invoice in Plutio
  • Plutio
    Update Invoice in Plutio
  • Plutio
    Delete Invoice in Plutio
  • Plutio
    Create person conversation in Plutio
  • Plutio
    Create company in Plutio
  • Plutio
    Create proposal in Plutio
  • Plutio
    Create contract in Plutio
  • Plutio
    Search invoice in Plutio
  • Plutio
    Get person by Id in Plutio
  • Plutio
    Find task in Plutio
  • Plutio
    Update contract in Plutio
  • Plutio
    Delete block in Plutio
  • Plutio
    Update company in Plutio
  • Plutio
    Update proposal in Plutio
  • Plutio
    Create Task Board in Plutio
  • Plutio
    Create Note in Plutio
  • Plutio
    Create Task Group in Plutio

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Ready Workflows Ready Workflows for IRIS KashFlow + Plutio Integration

Create customers, generate invoices, track project updates, and keep financial records synced, all in just one click.

Most popular automationmost-popular-automations
Plutio + IRIS KashFlow Integration

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.
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Activate
Plutio + IRIS KashFlow Integration

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.
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Activate
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your IRIS KashFlow + Plutio flow

Connect payment gateways, team chat, and project trackers to manage your billing and client workflows end to end. Pick a combination and activate it in one click.

IRIS KashFlow
Plutio
+
StripeStripe (4)
+
ClickUpClickUp (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (3)
+
GmailGmail (3)
+
CalendlyCalendly (3)
P
I
S
When a Plutio person is created, create a customer in IRIS KashFlow and add the payment method in Stripe
New Plutio contacts instantly generate an IRIS KashFlow customer record and a Stripe payment profile so your billing starts immediately.
P
I
S
When an invoice is created in Plutio, create an invoice in IRIS KashFlow and record the charge in Stripe
Plutio invoices automatically trigger an IRIS KashFlow invoice creation and log the transaction in Stripe.
I
P
S
When a payment is added in IRIS KashFlow, update the invoice in Plutio and log the receipt in Stripe
IRIS KashFlow payment updates instantly reflect on your Plutio invoices while registering the receipt in Stripe.
P
I
S
When a Plutio project is created, create a customer in IRIS KashFlow and generate a subscription in Stripe
New Plutio projects establish your IRIS KashFlow customer base and initialize recurring billing in Stripe.

Supported triggers and actions for IRIS KashFlow and Plutio

Mix and match to build the exact automation you need

IRIS KashFlow
IRIS KashFlow Triggers & Actions
No trigger is available
Create invoice in IRIS KashFlow
Generates invoices for sales transactions
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Search invoice in IRIS KashFlow
Locates and retrieves invoices with
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Search customer in IRIS KashFlow
Locates and retrieves customer information
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Create customer in IRIS KashFlow
Adds a new customer to the database
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Add payment in IRIS KashFlow
Adds payment details to the system
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Plutio
Plutio Triggers & Actions
Instant
Project is created in Plutio
Triggers the automation when a new project is created
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Instant
Project is updated in Plutio
Triggers the automation when a project is updated
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Instant
Task is created in Plutio
Triggers the automation when a new task is created
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Instant
Task is updated in Plutio
Triggers the automation when any task is updated
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Instant
Invoice is created in Plutio
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Plutio
Triggers the automation when an invoice is updated
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Instant
Person is created in Plutio
Triggers the automation when a new person is created
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Instant
Form is submitted in Plutio
Triggers the automation when a form is filled
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Instant
Catch all events in Plutio
Triggers the automation when any event occurs
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Instant
Template is created in Plutio
Triggers the automation when a new template is created
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Instant
Proposal is created in Plutio
Triggers the automation when a new proposal is created
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Instant
Form is created in Plutio
Triggers the automation when a new form is created
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Instant
Contract is created in Plutio
Triggers the automation when a new contract is created
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Instant
Contract is updated in Plutio
Triggers the automation when a contract is modified
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Instant
Company is created in Plutio
Triggers the automation when a new company is created
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Instant
Company is updated in Plutio
Triggers the automation when a company is updated
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Instant
Task board is created in Plutio
Triggers the automation when a task board is created
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Instant
Task group is created in Plutio
Triggers the automation when a task group is created
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Create Task in Plutio
Creates a new task
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Update Task in Plutio
Updates the task with new information or changes
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Move a Task in Plutio
Move a task from one list or project to another
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Create Person in Plutio
Generates a new person
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Search person/people in Plutio
Searches for a person or people
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Update Person in Plutio
Updates the information of a person
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Delete Person in Plutio
Removes particular person from the database
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Create Project in Plutio
Creates a new project
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Create Invoice in Plutio
Generates invoices for sales transactions
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Update Invoice in Plutio
Updates invoice details based on new information
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Delete Invoice in Plutio
Deletes selected invoice records
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Create person conversation in Plutio
Starts a new conversation with a person
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Create company in Plutio
Generates a new company profile with given details
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Create proposal in Plutio
Generates a new proposal
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Create contract in Plutio
Generates a contract document based on particular criteria
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Search invoice in Plutio
Locates and retrieves invoices with
Try it →
Get person by Id in Plutio
Retrieves a person's information by their id
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Find task in Plutio
Locates and retrieves a task within the app
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Update contract in Plutio
Updates contract details and terms as needed
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Delete block in Plutio
Removes a block from the system
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Update company in Plutio
Updates company information
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Update proposal in Plutio
Updates the proposal with the latest changes and revisions
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Create Task Board in Plutio
Creates a new task board
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Create Note in Plutio
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Create Task Group in Plutio
Creates a new group of tasks
Try it →

What can you automate with IRIS KashFlow + Plutio?

Streamline your client management and accounting workflows by automating repetitive administrative tasks.

What you can automate?
🧾
Sync Plutio invoices directly to IRIS KashFlow
Generate matching invoices in IRIS KashFlow automatically whenever a new invoice is created in Plutio. Eliminate double-entry and keep your accounting ledger perfectly updated.
👤
Capture every submitted client field
Map all available Plutio contact and company details straight into your IRIS KashFlow customer records instead of just basic names, ensuring comprehensive data retention.
🔔
Notify your team on payment updates
Send instant alerts to your finance or project channel whenever a new payment is added in IRIS KashFlow or an invoice status changes in Plutio.
🔀
Route records based on submitted data
Trigger different creation paths or tag assignments in IRIS KashFlow depending on specific tier or project criteria submitted within Plutio forms.
🔄
Keep financial records up to date as projects change
Automatically update customer profiles and invoice statuses across both platforms whenever project scope or contract terms are modified in Plutio.
🔍
Search and verify customers automatically
Perform automatic lookups in IRIS KashFlow before creating records to ensure existing clients are updated instead of generating duplicate accounts.
💳
Handle payment and invoice status changes
Reflect payment milestones immediately across your project management boards the moment funds are logged in your accounting platform.
🌐
Extend your workflow to external tools
Connect your core IRIS KashFlow and Plutio setup with Slack, Google Drive, or Stripe to trigger downstream communications and payment actions effortlessly.
And much more...

Who is IRIS KashFlow + Plutio integration for?

Connecting IRIS KashFlow and Plutio eliminates manual data entry between your project management and accounting operations, ensuring seamless financial workflows.

Financial Controllers
Financial Controllers
Project Managers
Project Managers
Client Success Leads
Client Success Leads
Operations Directors
Operations Directors
Billing Specialists
Billing Specialists
Business Owners
Business Owners
📈
Financial Controllers
You report on revenue and financial standing from accounting software, but client details entered in project tools take hours to sync, so your financial summaries are always a few steps behind — this integration means every new Plutio client and invoice appears in IRIS KashFlow instantly and your records stay current.
⚡
Project Managers
You need to kick off client work and billing the moment a contract is signed, but manual data transfers delay your invoicing cycle — connecting these apps means new Plutio projects automatically generate IRIS KashFlow invoices and customer files without manual back-and-forth.
🤝
Client Success Leads
You answer to clients who expect billing records and project milestones to match up perfectly, but fragmented tools lead to discrepancies — automating both apps means payment updates in IRIS KashFlow instantly reflect on your Plutio invoices so clients always see accurate account data.
🔄
Operations Directors
The volume of client contracts and invoices is too high for anyone to keep up with by hand, leading to missed billing entries — this integration means every Plutio form submission and project update flows straight into IRIS KashFlow without manual copy-pasting.
👥
Billing Specialists
You depend on sales and project teams to hand over client details before you can issue invoices, causing frustrating bottlenecks — connecting these apps means customer records and invoices are created automatically the second work starts in Plutio.
📋
Business Owners
You need a reliable history of client transactions and project activity, but manual bookkeeping leaves gaps in your financial audit trail — with this integration, every customer, invoice, and payment is recorded accurately across both systems.
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Why choose Integrately to automate IRIS KashFlow + Plutio

Build and manage your IRIS KashFlow + Plutio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect IRIS KashFlow + Plutio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
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AI that builds your automations
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24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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1
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2
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect IRIS KashFlow to Plutio?
Frequently Asked Questions
You can connect IRIS KashFlow to Plutio in 1 click using ready templates or Integrately AI. Bring in popular third apps like Stripe, ClickUp, and Slack to manage your full billing stack.
Can I automatically create IRIS KashFlow invoices from new Plutio invoices?
Frequently Asked Questions
Can I connect IRIS KashFlow, Plutio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for IRIS KashFlow and Plutio?
Frequently Asked Questions
How does IRIS KashFlow handle customer and invoice data during automation?
Frequently Asked Questions
How does Plutio trigger data synchronization with IRIS KashFlow?
Frequently Asked Questions
Do I need coding skills to automate IRIS KashFlow and Plutio?
Frequently Asked Questions
Is the IRIS KashFlow and Plutio integration free?
Frequently Asked Questions
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