IRIS KashFlow + Salesmate Integration

Connect IRIS KashFlow to Salesmate in 1 click

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Popular IRIS KashFlow + Salesmate Workflows

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Salesmate + IRIS KashFlow Integration

Create IRIS KashFlow customer from new Salesmate company

If you have created a company in Salesmate, 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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Salesmate + IRIS KashFlow Integration

Create IRIS KashFlow order for new Salesmate deal

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

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

Create IRIS KashFlow customer for new Salesmate contact

In order to keep your accounting and customer records in sync, when you create a contact in Salesmate, 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 Salesmate and IRIS KashFlow!
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IRIS KashFlow + Salesmate Integration
1.
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
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
  • Salesmate
    Create contact in Salesmate
  • Salesmate
    Search contact in Salesmate
  • Salesmate
    Update contact in Salesmate
  • Salesmate
    Get contact by id in Salesmate
  • Salesmate
    Create deal in Salesmate
  • Salesmate
    Update deal in Salesmate
  • Salesmate
    Search deal in Salesmate
  • Salesmate
    Create activity in Salesmate
  • Salesmate
    Update activity in Salesmate
  • Salesmate
    Search activity in Salesmate
  • Salesmate
    Create company in Salesmate
  • Salesmate
    Update company in Salesmate
  • Salesmate
    Search company in Salesmate
  • Salesmate
    Create note in Salesmate
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