IRIS KashFlow + Salesforce Integration

Connect IRIS KashFlow to Salesforce in 1 click

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    Lead is created in Salesforce
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    Lead is updated in Salesforce
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    Opportunity is created in Salesforce
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    Opportunity is updated in Salesforce
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    Contact is updated in Salesforce
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    Account is created in Salesforce
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    Outbound message is received in Salesforce Instant
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Ready Workflows Ready Workflows   for IRIS KashFlow + Salesforce Integration

Just click on the workflow you want to automate

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

Create IRIS KashFlow customer from new Salesforce account

If you have created a account in Salesforce, 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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Salesforce + IRIS KashFlow Integration

Create IRIS KashFlow order for new Salesforce opportunity

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

When you create a opportunity in Salesforce, 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 Salesforce and IRIS KashFlow.
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Automations

Top 10 Most Popular IRIS KashFlow Automations from
Integrately Community

Just click on the workflow you want to automate

Shopify logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Shopify order
Activate
HubSpot logo
IRIS KashFlow logo
Create IRIS KashFlow order for new HubSpot deal
Activate
Bigin by Zoho CRM logo
IRIS KashFlow logo
Create IRIS KashFlow order for new Bigin by Zoho CRM deal
Activate
Google Sheets logo
IRIS KashFlow logo
Create IRIS KashFlow invoice from new row Google Sheets
Webflow (Legacy) logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Webflow order
Shopify logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Shopify order
Activate
HubSpot logo
IRIS KashFlow logo
Create IRIS KashFlow order for new HubSpot deal
Activate
Bigin by Zoho CRM logo
IRIS KashFlow logo
Create IRIS KashFlow order for new Bigin by Zoho CRM deal
Activate
Google Sheets logo
IRIS KashFlow logo
Create IRIS KashFlow invoice from new row Google Sheets
Webflow (Legacy) logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Webflow order
Zoho Inventory logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Zoho Inventory order
Peak Funnels logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Peak Funnels order
DNA Super Systems logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new DNA Super Systems order
The Conversion Engine logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new The Conversion Engine order
AccuFunnels logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new AccuFunnels order
Zoho Inventory logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Zoho Inventory order
Peak Funnels logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new Peak Funnels order
DNA Super Systems logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new DNA Super Systems order
The Conversion Engine logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new The Conversion Engine order
AccuFunnels logo
IRIS KashFlow logo
Create IRIS KashFlow invoice for new AccuFunnels order

Top 10 Most Popular Salesforce Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Salesforce logo
Create Salesforce contact for new Elementor Forms form submission
02
Salesforce logo
Telegram logo
Send Telegram message for new Salesforce record
03
Salesforce logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Salesforce task
04
Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
05
Manychat logo
Salesforce logo
Create Salesforce record for new ManyChat external request
cloud
Salesforce
app integration
06
Google Sheets logo
Salesforce logo
Create Salesforce contact for new Google Sheets row
07
Google Sheets logo
Salesforce logo
Create Salesforce record for new Google Sheets row
08
Salesforce logo
WATI logo
Send WATI message for new Salesforce record
09
Salesforce logo
Google Calendar logo
Create Google Calendar event for new Salesforce record
10
WordPress logo
Salesforce logo
Create Salesforce contact for new WordPress user
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Want to automate something else in your workflow?

You Can Also Connect IRIS KashFlow or Salesforce With 1400+ Other Apps

IRIS KashFlow
IRIS KashFlow
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.
Salesforce
Salesforce
Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.