IRIS KashFlow + Probooking Integration

Integrate IRIS KashFlow to Probooking in one click, or tell Integrately AI how you want each appointment handled. Create invoices and customers in IRIS KashFlow automatically, log payments, and keep your accounting records up to date.

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1.
  • Probooking
    Appointment is created in Probooking Instant
  • Probooking
    Appointment is rescheduled in Probooking Instant
  • Probooking
    Appointment is cancelled in Probooking 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

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Ready Workflows Ready Workflows for IRIS KashFlow + Probooking Integration

Create invoices, search customers, add payments, and manage tax compliance records, all in just one click.

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

Create IRIS KashFlow invoice for new Probooking event

If you're a professional who works on one-to-one basis and uses Probooking to manage your events, you may want to create an invoice in IRIS KashFlow when an event is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created, it will trigger a corresponding invoice in IRIS KashFlow.

This can save you time when creating invoice and tracking payments for your events.
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Connect more apps to your IRIS KashFlow + Probooking flow

Send payment details to finance tools, notify your team on messaging apps, and keep your calendar fully synchronized. Pick a combination and activate it in one click.

IRIS KashFlow
Probooking
+
StripeStripe (4)
+
Google CalendarGoogle Calendar (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
TrelloTrello (3)
P
I
S
When an appointment is created in Probooking, create a customer in IRIS KashFlow and create a customer in Stripe.
New Probooking appointments instantly create matching customer profiles in both IRIS KashFlow and Stripe without manual data entry.
P
I
S
When an appointment is created in Probooking, add a payment in IRIS KashFlow and create a charge in Stripe.
Record payments in IRIS KashFlow and process charges in Stripe automatically the moment a Probooking appointment is booked.
P
I
S
When an appointment is rescheduled in Probooking, search invoice in IRIS KashFlow and update the customer in Stripe.
Rescheduled appointments update your invoice searches in IRIS KashFlow and refresh customer details in Stripe.
P
I
S
When an appointment is cancelled in Probooking, search invoice in IRIS KashFlow and refund the charge in Stripe.
Cancelled Probooking appointments trigger an invoice search in IRIS KashFlow and process a refund in Stripe.

Supported triggers and actions for IRIS KashFlow and Probooking

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
Try it โ†’
Search invoice in IRIS KashFlow
Locates and retrieves invoices with
Try it โ†’
Search customer in IRIS KashFlow
Locates and retrieves customer information
Try it โ†’
Create customer in IRIS KashFlow
Adds a new customer to the database
Try it โ†’
Add payment in IRIS KashFlow
Adds payment details to the system
Try it โ†’
Probooking
Probooking Triggers & Actions
Instant
Appointment is created in Probooking
Triggers the automation when a new appointment is created
Try it โ†’
Instant
Appointment is rescheduled in Probooking
Triggers the automation when any appointment is rescheduled
Try it โ†’
Instant
Appointment is cancelled in Probooking
Triggers the automation when any appointment is cancelled
Try it โ†’
No action is available

What can you automate with IRIS KashFlow + Probooking?

Streamline your entire booking-to-accounting workflow by connecting Probooking triggers directly to IRIS KashFlow actions.

What you can automate?
๐Ÿงพ
Generate invoices from new bookings automatically
Trigger an IRIS KashFlow invoice creation the moment a client books an appointment in Probooking. Eliminate manual data entry and ensure billing happens on time.
๐Ÿ“‹
Capture every submitted booking detail
Map all custom form fields and client details submitted during Probooking appointments straight into IRIS KashFlow customer profiles and invoices.
๐Ÿ””
Alert your team instantly on new bookings
Notify your finance and support staff as soon as an appointment is created in Probooking, ensuring quick internal follow-up and preparation.
๐Ÿ”€
Route actions based on submitted booking fields
Create different invoice types or customer categories in IRIS KashFlow depending on the service tier or options selected during Probooking checkout.
๐Ÿ”„
Keep records updated when appointments change
Automatically search for existing invoices and update customer information in IRIS KashFlow whenever an appointment is rescheduled in Probooking.
๐Ÿ”
Search and create customers without duplicates
Check if a customer already exists in IRIS KashFlow before creating a new profile, keeping your database clean and organized.
โŒ
Handle appointment cancellations and payments
Process cancellations, search for pending invoices, and record payment notes in IRIS KashFlow automatically when an appointment is cancelled in Probooking.
๐Ÿ”—
Extend your workflow to team messaging apps
Connect your core Probooking and IRIS KashFlow workflow to Slack or Gmail to send instant confirmations and team alerts without manual copying.
And much more...

Who is IRIS KashFlow + Probooking integration for?

Connecting IRIS KashFlow and Probooking helps small business owners, accountants, and service providers eliminate manual data entry, streamline tax compliance, and keep financial records perfectly aligned with client bookings.

Bookkeepers and accountants
Bookkeepers and accountants
Service business owners
Service business owners
Client success managers
Client success managers
High-volume appointment coordinators
High-volume appointment coordinators
Billing and finance specialists
Billing and finance specialists
Compliance officers
Compliance officers
๐Ÿ“ˆ
Bookkeepers and accountants
You're reviewing financial reports in IRIS KashFlow, but client appointment payments logged in Probooking take hours to reconcile, so your revenue numbers are always stale โ€” automating both apps means every payment updates your accounting records instantly and your reports stay accurate.
โšก
Service business owners
You're managing client bookings in Probooking while manually generating invoices, but high booking volumes cause billing delays, so you find out about unpaid appointments too late โ€” with this integration, every new appointment creates an invoice automatically and your cash flow stays protected.
๐Ÿค
Client success managers
You're tracking client onboarding schedules, but client meeting changes in Probooking never sync to your billing software, so external stakeholders see outdated financial data โ€” automating both apps means customer records match your schedule and reporting is always transparent.
๐Ÿš€
High-volume appointment coordinators
You're handling dozens of daily client meetings, but copying customer details into IRIS KashFlow by hand creates severe bottlenecks, so the daily volume is too high for anyone to keep up by hand โ€” this integration means every booking populates customer accounts instantly.
๐Ÿ’ผ
Billing and finance specialists
You're processing invoices after meetings occur, but payment details from Probooking depend on someone upstream to hand them over, so billing errors delay revenue collection โ€” connecting these apps means payments and customer profiles are created instantly without human intervention.
๐Ÿ“‹
Compliance officers
You're auditing financial logs for tax season, but manual record-keeping leaves gaps between bookings and invoices, so you keep finding missing audit trails โ€” automating both apps means every transaction and customer record creates a complete, reliable history.
Our team

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Why choose Integrately to automate IRIS KashFlow + Probooking

Build and manage your IRIS KashFlow + Probooking 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 + Probooking with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
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 โ€” 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.
How Integrately Works?

How Integrately Works?

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Frequently Asked Questions

How do I connect IRIS KashFlow to Probooking?
Frequently Asked Questions
You can connect IRIS KashFlow to Probooking in 1-click using ready workflows on Integrately. Choose a pre-built template or ask Integrately AI to set up your custom automation with Slack, Gmail, and other tools.
Can I automatically create IRIS KashFlow invoices from Probooking appointments?
Frequently Asked Questions
Can I connect IRIS KashFlow, Probooking, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for IRIS KashFlow and Probooking?
Frequently Asked Questions
How does IRIS KashFlow handle new customer creation during bookings?
Frequently Asked Questions
How does Probooking trigger actions when an appointment is rescheduled?
Frequently Asked Questions
Can I automate this workflow without any coding experience?
Frequently Asked Questions
Is the IRIS KashFlow and Probooking integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect IRIS KashFlow or Probooking With 1500+ Other Apps

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