IRIS KashFlow + Referral Rock Integration

Connect IRIS KashFlow to Referral Rock - Automate your workflows in 1-click

Set up IRIS KashFlow automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Make use of Referral Rock automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s IRIS KashFlow + Referral Rock integration.

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Ready Workflows For IRIS KashFlow + Referral Rock Integration

Just click on the workflow you want to automate

Create IRIS KashFlow customer for new Referral Rock contact

In order to keep your accounting and customer records in sync, when you create a contact in Referral Rock, 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 Referral Rock and IRIS KashFlow!

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Create Your Own IRIS KashFlow & Referral Rock Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

IRIS KashFlow + Referral Rock Integration

Member is created in Referral Rock
Triggers the automation whenever a new member is added
Instant
Member is updated in Referral Rock
Triggers the automation whenever a member's profile is updated
Instant
Referral is created in Referral Rock
Triggers the automation whenever a referral is created
Instant
Referral is updated in Referral Rock
Triggers the automation whenever a referral is updated
Instant
Reward is created in Referral Rock
Triggers the automation whenever a reward is created
Instant
Reward is updated in Referral Rock
Triggers the automation whenever a reward is updated
Instant

Create invoice in IRIS KashFlow
Automatically generates invoices for sales transactions
Search invoice in IRIS KashFlow
Automatically locate and retrieve invoices with
Search customer in IRIS KashFlow
Automatically locate and retrieve customer information
Create customer in IRIS KashFlow
Automatically adds a new customer to the database
Add payment in IRIS KashFlow
Automatically adds payment details to the system
Add member in Referral Rock
Automatically adds a new member to the particular group or team
Search member in Referral Rock
Automatically searches for a member with
Add referral in Referral Rock
Automatically creates and track referrals with
Add potential invite in Referral Rock
Automatically sends invitations to potential contacts for upcoming events
Update referral in Referral Rock
Automatically updates referral information
Search referral in Referral Rock
Automatically searches for a referral
Search program in Referral Rock
Automatically searches for a program
Unsubscribe email in Referral Rock
Automatically removes email address from mailing list

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750 Tasks

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in $19.⁹⁹

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Integrate IRIS KashFlow & Referral Rock In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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You Can Also Connect IRIS KashFlow or Referral Rock 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

Referral Rock is a referral program management tool that lets you create attractive referral programs with just a few clicks, manage them easily and see results fast, so that you can measure your return on investment (ROI)!

See Referral Rock Integrations