Prospect.io + IRIS KashFlow Integration

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Prospect.io + IRIS KashFlow Integration

Create IRIS KashFlow customer from new Prospect.io organization

If you have created a organization in Prospect.io, 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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Prospect.io + IRIS KashFlow Integration

Create IRIS KashFlow order for new Prospect.io deal

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

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

Create IRIS KashFlow customer for new Prospect.io contact

In order to keep your accounting and customer records in sync, when you create a contact in Prospect.io, 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 Prospect.io and IRIS KashFlow!
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Prospect.io + IRIS KashFlow Integration
1.
  • Prospect.io
    User is created in Prospect.io
  • Prospect.io
    Deal is created in Prospect.io
  • Prospect.io
    Exclusion list item is created in Prospect.io
  • Prospect.io
    Work flow is created in Prospect.io
  • Prospect.io
    Pipeline is created in Prospect.io
  • Prospect.io
    Stage is created in Prospect.io
  • Prospect.io
    Prospect is created in Prospect.io
  • Prospect.io
    Prospect is replied in Prospect.io
  • Prospect.io
    Organization is created in Prospect.io
  • Prospect.io
    Deal is lost in Prospect.io
  • Prospect.io
    Deal is won in Prospect.io
  • Prospect.io
    List is created in Prospect.io
2.
  • Prospect.io
    Create prospect in Prospect.io
  • Prospect.io
    Exclude prospect in Prospect.io
  • Prospect.io
    Update prospect in Prospect.io
  • Prospect.io
    Search prospect in Prospect.io
  • Prospect.io
    Enroll prospect in Prospect.io
  • Prospect.io
    Create deal in Prospect.io
  • Prospect.io
    Enroll deal in Prospect.io
  • Prospect.io
    Mark deal as lost in Prospect.io
  • Prospect.io
    Mark deal as won in Prospect.io
  • Prospect.io
    Move a deal in Prospect.io
  • Prospect.io
    Update deal in Prospect.io
  • Prospect.io
    Search deal in Prospect.io
  • Prospect.io
    Create organization in Prospect.io
  • Prospect.io
    Update organization in Prospect.io
  • Prospect.io
    Search organization in Prospect.io
  • Prospect.io
    Enroll organization in Prospect.io
  • Prospect.io
    Search email in Prospect.io
  • 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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