Really Simple Systems CRM + IRIS KashFlow Integration

Connect Really Simple Systems CRM to IRIS KashFlow in 1 click

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Really Simple Systems CRM + IRIS KashFlow Integration

Create IRIS KashFlow order for new Really Simple Systems CRM deal

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

When you create a deal in Really Simple Systems CRM, 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 Really Simple Systems CRM and IRIS KashFlow.
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Really Simple Systems CRM + IRIS KashFlow Integration

Create IRIS KashFlow customer for new Really Simple Systems CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Really Simple Systems CRM, 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 Really Simple Systems CRM and IRIS KashFlow!
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Really Simple Systems CRM + IRIS KashFlow Integration
1.
  • Really Simple Systems CRM
    Opportunity is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Contact is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Account is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Task is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Activity is created in Really Simple Systems CRM
2.
  • Really Simple Systems CRM
    Create Opportunity in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create task in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create contact in Really Simple Systems CRM
  • Really Simple Systems CRM
    Search contact by email in Really Simple Systems CRM
  • Really Simple Systems CRM
    Update dropdown list in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create account in Really Simple Systems CRM
  • Really Simple Systems CRM
    Search account in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create activity in Really Simple Systems CRM
  • 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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