IRIS KashFlow + Salesflare Integration

Integrate IRIS KashFlow to Salesflare in one click, or tell Integrately AI how you want each contact handled. Turn new contacts into customers, generate invoices, log payments, and keep your accounting and sales records aligned automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Salesflare
    Contact is created in Salesflare
  • Salesflare
    Person is created in Salesflare
  • Salesflare
    Opportunity is created in Salesflare
  • Salesflare
    Account is created in Salesflare
  • Salesflare
    Opportunity stage is created in Salesflare
  • Salesflare
    Task is created in Salesflare
  • Salesflare
    User is created in Salesflare
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
  • Salesflare
    Update opportunity in Salesflare
  • Salesflare
    Create opportunity in Salesflare
  • Salesflare
    Create contact in Salesflare
  • Salesflare
    Add contact to account in Salesflare
  • Salesflare
    Search contact in Salesflare
  • Salesflare
    Update contact in Salesflare
  • Salesflare
    Search contact by email in Salesflare
  • Salesflare
    Search person in Salesflare
  • Salesflare
    Search opportunity by name in Salesflare
  • Salesflare
    Create account in Salesflare
  • Salesflare
    Search account by name in Salesflare
  • Salesflare
    Update account in Salesflare
  • Salesflare
    Create task in Salesflare
  • Salesflare
    Search opportunity stages in Salesflare
  • Salesflare
    Search user in Salesflare
  • Salesflare
    Add user to account in Salesflare

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for IRIS KashFlow + Salesflare Integration

Create customers from new contacts, generate invoices for opportunities, log payments, and keep your accounting updated, all in just one click.

Most popular automationsmost-popular-automations
Salesflare + IRIS KashFlow Integration

Create IRIS KashFlow customer for new Salesflare person

In order to keep your accounting and customer records in sync, when you create a person in Salesflare, 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 Salesflare and IRIS KashFlow!
See more
Salesflare + IRIS KashFlow Integration

Create IRIS KashFlow customer from new Salesflare account

If you have created a account in Salesflare, 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.
See more
Salesflare + IRIS KashFlow Integration

Create IRIS KashFlow order for new Salesflare opportunity

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

When you create a opportunity in Salesflare, 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 Salesflare and IRIS KashFlow.
See more
  • 1of1
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 + Salesflare flow

Send payment data to billing tools, notify your team on messaging apps, and keep your records synchronized across your entire stack. Pick a combination and activate it in one click.

IRIS KashFlow
Salesflare
+
StripeStripe (4)
+
GmailGmail (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
+
CalendlyCalendly (4)
S
I
S
When a new Salesflare contact is created, create a customer in IRIS KashFlow and add the customer in Stripe.
New Salesflare contacts become IRIS KashFlow customers and Stripe profiles instantly, eliminating manual data entry across billing and accounting.
S
I
S
When a Salesflare opportunity is won, create an invoice in IRIS KashFlow and record the charge in Stripe.
Closed deals in Salesflare automatically generate IRIS KashFlow invoices and Stripe charges, ensuring fast and accurate billing.
S
I
S
When a Stripe payment succeeds, search the customer in IRIS KashFlow and update the opportunity in Salesflare.
Successful Stripe payments update your IRIS KashFlow customer records and Salesflare opportunities in real time.
S
I
S
When a Stripe invoice is paid, add a payment in IRIS KashFlow and create a task in Salesflare.
Paid Stripe invoices automatically register as payments in IRIS KashFlow and trigger follow-up tasks in Salesflare.

Supported triggers and actions for IRIS KashFlow and Salesflare

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†’
Salesflare
Salesflare Triggers & Actions
Contact is created in Salesflare
Triggers the automation when a new contact is created
Try it โ†’
Person is created in Salesflare
Triggers the automation when a new person is created
Try it โ†’
Opportunity is created in Salesflare
Triggers the automation when any opportunity is updated
Try it โ†’
Account is created in Salesflare
Triggers the automation when a new account is created
Try it โ†’
Opportunity stage is created in Salesflare
Triggers the automation when a new opportunity stage is created
Try it โ†’
Task is created in Salesflare
Triggers the automation when a new task is created
Try it โ†’
User is created in Salesflare
Triggers the automation when a new user is created
Try it โ†’
Update opportunity in Salesflare
Updates the opportunity details as needed
Try it โ†’
Create opportunity in Salesflare
Creates a new instance of the support system
Try it โ†’
Create contact in Salesflare
Adds a new contact to the database
Try it โ†’
Add contact to account in Salesflare
Import and save new contacts to the designated account
Try it โ†’
Search contact in Salesflare
Finds and retrieves contact information
Try it โ†’
Update contact in Salesflare
Updates contact information with new details
Try it โ†’
Search contact by email in Salesflare
Finds and retrieves contact information using their email address
Try it โ†’
Search person in Salesflare
Retrieves information about a person
Try it โ†’
Search opportunity by name in Salesflare
Searches for a opportunity by its name
Try it โ†’
Create account in Salesflare
Generates a new account
Try it โ†’
Search account by name in Salesflare
Searches for an account using the name
Try it โ†’
Update account in Salesflare
Updates account information
Try it โ†’
Create task in Salesflare
Creates a new task
Try it โ†’
Search opportunity stages in Salesflare
Searches for opportunity stages
Try it โ†’
Search user in Salesflare
Searches for a user
Try it โ†’
Add user to account in Salesflare
Adds a new user to the account with particular permissions and access rights
Try it โ†’

What can you automate with IRIS KashFlow + Salesflare?

Connect your sales pipeline and accounting ledger to eliminate manual data entry and streamline your financial workflows.

What you can automate?
โšก
Create IRIS KashFlow customers from Salesflare contacts
Automatically generate an IRIS KashFlow customer profile the moment a new contact is created in Salesflare. Eliminate manual re-typing and keep your accounting database aligned with your CRM.
๐Ÿงพ
Generate invoices from closed Salesflare opportunities
Turn won Salesflare opportunities into IRIS KashFlow invoices instantly. Ensure billing happens right away without waiting for manual handoffs between sales and finance.
๐Ÿ””
Notify your team on Slack for every new contact
Send instant alerts to your sales and finance channels whenever a new contact or deal is registered. Keep stakeholders informed without extra status meetings.
๐Ÿ”€
Route records based on submitted deal values
Apply conditional logic to your workflows so enterprise deals trigger specialized invoicing rules while standard accounts follow your default billing path.
๐Ÿ”„
Keep customer details synchronized across apps
Automatically update IRIS KashFlow customer profiles whenever contact information or company details change in Salesflare. Prevent outdated records and communication errors.
๐Ÿ”
Search and update existing records to prevent duplicates
Check whether a customer already exists in IRIS KashFlow before creating a new entry. Maintain clean databases and avoid duplicate accounts in your ledger.
๐Ÿ’ณ
Log payments and track invoice statuses
Record payments in IRIS KashFlow as soon as transactions clear or invoices are settled. Keep your revenue tracking accurate and up to date.
โœ‰๏ธ
Extend your workflow with email and messaging tools
Connect Gmail, Slack, or Stripe to your IRIS KashFlow and Salesflare flow to send welcome emails, notify team channels, and process payments seamlessly.
And much more...

Who is IRIS KashFlow + Salesflare integration for?

Streamline financial record-keeping and sales management so teams across your business operate with complete visibility and zero manual overhead.

Finance directors and accountants
Finance directors and accountants
Sales managers and team leads
Sales managers and team leads
Founders and business owners
Founders and business owners
Operations coordinators
Operations coordinators
Account executives
Account executives
Customer success specialists
Customer success specialists
๐Ÿ“ˆ
Finance directors and accountants
You're reconciling monthly revenue reports in IRIS KashFlow while sales reps manage new accounts in Salesflare, so your financial summaries are always lagging behind โ€” automating both apps means every closed deal instantly updates your accounting records and your revenue reports stay accurate.
โšก
Sales managers and team leads
You need to initiate billing and provisioning the moment an opportunity closes in Salesflare, but manual handoffs cause costly administrative delays โ€” this integration means new deals automatically generate IRIS KashFlow invoices and your team can begin onboarding clients without waiting.
๐Ÿค
Founders and business owners
You answer to investors and tax advisors who require clean, up-to-date financial logs, but keeping CRM data synced with accounting takes hours every week โ€” automating both apps means customer records and invoices match perfectly across your entire business stack.
๐Ÿ”„
Operations coordinators
The volume of new contacts flowing into Salesflare is too high for anyone to manually re-type into IRIS KashFlow, leading to missing customer accounts and billing errors โ€” with this integration, every new contact creates an accounting profile instantly without manual data entry.
๐Ÿ“‹
Account executives
You close deals in Salesflare and depend on finance to generate invoices in IRIS KashFlow, but communication gaps slow down your customer billing cycle โ€” connecting these apps means your invoices are created the second an opportunity is won so clients get billed promptly.
๐Ÿ—‚๏ธ
Customer success specialists
You need a reliable customer history in IRIS KashFlow to verify subscription payments and account statuses, but finding gaps in your records disrupts client support โ€” automating both apps means customer payments and contact details remain fully synchronized at all times.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate IRIS KashFlow + Salesflare

Build and manage your IRIS KashFlow + Salesflare 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 + Salesflare 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?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
๐Ÿ˜
750 Tasks
in $19.99
Integrately
๐Ÿ˜
2,000 Tasks
in $19.99

Trusted byย 42,000+ย Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

โ–ฒ 2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect IRIS KashFlow to Salesflare?
Frequently Asked Questions
You can connect IRIS KashFlow and Salesflare easily using 1-click workflows on Integrately. Link your accounts, select a ready-made template or ask Integrately AI to build your custom flow, and start syncing contacts and invoices instantly.
Can I automatically create IRIS KashFlow customers from Salesflare contacts?
Frequently Asked Questions
Can I connect IRIS KashFlow, Salesflare, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for IRIS KashFlow and Salesflare?
Frequently Asked Questions
How do IRIS KashFlow invoices sync with Salesflare opportunities?
Frequently Asked Questions
Can Salesflare contacts be updated when IRIS KashFlow payments are added?
Frequently Asked Questions
Do I need coding skills to automate IRIS KashFlow and Salesflare?
Frequently Asked Questions
Is the IRIS KashFlow and Salesflare integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

IRIS KashFlow
Popular IRIS KashFlow Integrations
Connect IRIS KashFlow with CRM, inventory, and reporting tools to streamline your financial operations.
Salesflare
Popular Salesflare Integrations
Sync Salesflare with marketing, communication, and scheduling tools to accelerate your pipeline.