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IRIS KashFlow + SendGrid Integration

Integrate IRIS KashFlow to SendGrid in one click, or tell Integrately AI how you want each invoice handled. Create customers, send invoices, update contacts, and trigger email notifications automatically.

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No trigger found

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Create invoice in IRIS KashFlow
Search invoice in IRIS KashFlow
Search customer in IRIS KashFlow
Create customer in IRIS KashFlow
Add payment in IRIS KashFlow
Create or update contact in SendGrid
Send email in SendGrid

Trusted by experts at...

Ready Workflows for IRIS KashFlow + SendGrid Integration

Create invoices, add customers, sync contacts, and send emails, all in just one click.

Most popular automations

When Card is Created in Guru > Create invoice in IRIS KashFlow > Send email in SendGrid

Guru + IRIS KashFlow + SendGrid Integration

When Card is Updated in Guru > Create invoice in IRIS KashFlow > Send email in SendGrid

Guru + IRIS KashFlow + SendGrid Integration

When Card is Unfavorited in Guru > Create invoice in IRIS KashFlow > Send email in SendGrid

Guru + IRIS KashFlow + SendGrid Integration

When Card is Viewed in Guru > Create invoice in IRIS KashFlow > Send email in SendGrid

Guru + IRIS KashFlow + SendGrid Integration

When Card is Verified in Guru > Create invoice in IRIS KashFlow > Send email in SendGrid

Guru + IRIS KashFlow + SendGrid Integration

When Feature is created in Productboard > Create invoice in IRIS KashFlow > Send email in SendGrid

Productboard + IRIS KashFlow + SendGrid Integration

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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your IRIS KashFlow + SendGrid flow

Send campaign leads to your CRM, log payment details, and alert your team across channels. Pick a combination and activate it in one click.

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Stripe (8)

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Google Sheets (8)

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HubSpot (8)

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Slack (8)

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Gmail (8)

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Trello (8)

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When a Stripe payment is succeeded, create an invoice in IRIS KashFlow and create or update a contact in SendGrid.

Stripe payments instantly trigger an invoice in IRIS KashFlow and update customer records in SendGrid without manual entry.

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When a Stripe customer is created, add a payment in IRIS KashFlow and send an email via SendGrid.

New Stripe customers trigger payment records in IRIS KashFlow and welcome emails through SendGrid automatically.

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When a Stripe subscription is updated, add a payment in IRIS KashFlow and create or update a contact in SendGrid.

Subscription updates in Stripe instantly update your IRIS KashFlow records and SendGrid contacts.

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When a Stripe invoice payment fails, create a customer in IRIS KashFlow and send a notification via SendGrid.

Failed Stripe invoices create customer profiles in IRIS KashFlow and alert teams through SendGrid emails.

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If a Stripe payment amount exceeds 500, create an IRIS KashFlow invoice and SendGrid contact; otherwise, search the customer and send an email.

High-value Stripe payments trigger priority invoice creation and contact updates, while standard payments route to search and email.

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When a Stripe subscription is cancelled, search for the IRIS KashFlow invoice and send a retention email via SendGrid.

Cancelled subscriptions trigger invoice searches in IRIS KashFlow and automated retention emails in SendGrid.

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Use Claude to analyse new Stripe charge notes, create an IRIS KashFlow invoice, and send a summary email via SendGrid.

Claude reviews Stripe charge notes before generating an IRIS KashFlow invoice and sending a summary via SendGrid.

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When a Stripe payment succeeds, create an IRIS KashFlow invoice, update SendGrid contacts, and notify your finance team on Slack.

Successful Stripe payments generate invoices in IRIS KashFlow, update SendGrid contacts, and post alerts in Slack.

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When a Google Sheets row is added, create a customer in IRIS KashFlow and update contacts in SendGrid.

New spreadsheet rows instantly generate IRIS KashFlow customers and update SendGrid contact lists.

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When a Google Sheets row is added, create an invoice in IRIS KashFlow and send a confirmation email via SendGrid.

Spreadsheet data triggers automated invoice generation in IRIS KashFlow and customer emails in SendGrid.

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When a Google Sheets row is updated, search for the customer in IRIS KashFlow and update contacts in SendGrid.

Updated spreadsheet records trigger customer searches in IRIS KashFlow and contact refreshes in SendGrid.

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When a Google Sheets row is added, search for the invoice in IRIS KashFlow and send an email via SendGrid.

New spreadsheet entries trigger invoice searches in IRIS KashFlow and status updates via SendGrid.

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If a Google Sheets row status is VIP, create an IRIS KashFlow customer and SendGrid contact; otherwise, search the customer and send an email.

VIP spreadsheet rows trigger priority customer creation, while standard rows route to search and email.

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When a Google Sheets row is marked completed, add a payment in IRIS KashFlow and send a receipt via SendGrid.

Completed spreadsheet tasks trigger payment logging in IRIS KashFlow and receipt emails in SendGrid.

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Use ChatGPT to summarise new Google Sheets feedback, create an IRIS KashFlow customer, and send an acknowledgement email via SendGrid.

ChatGPT summarises spreadsheet feedback before generating an IRIS KashFlow customer and SendGrid email.

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When a Google Sheets row is added, create an IRIS KashFlow invoice, update SendGrid contacts, and create a Trello card.

Spreadsheet entries trigger IRIS KashFlow invoices, SendGrid contact updates, and Trello task creation.

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When a HubSpot contact is created, create a customer in IRIS KashFlow and update contacts in SendGrid.

New CRM contacts automatically generate IRIS KashFlow customer profiles and update SendGrid lists.

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When a HubSpot deal is created, create an invoice in IRIS KashFlow and send a welcome email via SendGrid.

New HubSpot deals trigger IRIS KashFlow invoices and automated welcome emails in SendGrid.

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When a HubSpot deal moves to closed won, add a payment in IRIS KashFlow and update contacts in SendGrid.

Closed deals in HubSpot log payments in IRIS KashFlow and update contact records in SendGrid.

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When a HubSpot ticket is created, search for the customer in IRIS KashFlow and send an email via SendGrid.

Support tickets in HubSpot trigger customer searches in IRIS KashFlow and acknowledgement emails in SendGrid.

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If a HubSpot contact lifecycle is customer, create an IRIS KashFlow customer and SendGrid contact; otherwise, search the customer and send an email.

Customer-stage CRM contacts trigger account creation, while earlier stages route to search and email outreach.

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When a HubSpot deal is closed lost, search for the IRIS KashFlow invoice and send a follow-up email via SendGrid.

Lost deals in HubSpot trigger invoice searches in IRIS KashFlow and follow-up outreach via SendGrid.

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Use Gemini to score HubSpot deal notes, create an IRIS KashFlow invoice, and send a confirmation email via SendGrid.

Gemini evaluates HubSpot deal notes before generating an IRIS KashFlow invoice and SendGrid email.

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When a HubSpot contact is created, create an IRIS KashFlow customer, update SendGrid contacts, and notify your sales team on Slack.

New CRM contacts create IRIS KashFlow customers, update SendGrid lists, and post Slack alerts.

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When a Slack message is posted, create a customer in IRIS KashFlow and update contacts in SendGrid.

Chat notifications trigger customer creation in IRIS KashFlow and contact updates in SendGrid.

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When a Slack message is posted, create an invoice in IRIS KashFlow and send an email via SendGrid.

Team chat requests generate IRIS KashFlow invoices and customer emails through SendGrid.

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When a Slack reaction is added, search for the IRIS KashFlow invoice and update contacts in SendGrid.

Slack message reactions trigger invoice searches in IRIS KashFlow and SendGrid contact updates.

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When a Slack message is posted, search for the customer in IRIS KashFlow and send an email via SendGrid.

Chat requests trigger customer searches in IRIS KashFlow and outreach emails via SendGrid.

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If a Slack message contains urgent, add an IRIS KashFlow payment and send a SendGrid email; otherwise, search invoices and update contacts.

Urgent Slack messages trigger priority payment logging and emails, while standard messages route to search and updates.

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When a Slack channel is archived, search for the customer in IRIS KashFlow and send an update email via SendGrid.

Archived Slack channels trigger customer searches in IRIS KashFlow and notification emails in SendGrid.

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Use Perplexity to summarise Slack channel updates, create an IRIS KashFlow customer, and send an update email via SendGrid.

Perplexity summarises Slack discussions before generating an IRIS KashFlow customer and SendGrid email.

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When a Slack message is posted, create an invoice in IRIS KashFlow, update SendGrid contacts, and create a Gmail draft.

Slack requests generate IRIS KashFlow invoices, update SendGrid contacts, and create Gmail drafts.

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When a Gmail email is received, create a customer in IRIS KashFlow and update contacts in SendGrid.

Incoming emails automatically establish IRIS KashFlow customer records and update SendGrid lists.

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When a Gmail email is received, create an invoice in IRIS KashFlow and send a response via SendGrid.

Incoming email requests trigger IRIS KashFlow invoice generation and SendGrid responses.

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When a Gmail email is starred, search for the IRIS KashFlow invoice and update contacts in SendGrid.

Starred emails trigger invoice searches in IRIS KashFlow and SendGrid contact updates.

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When a Gmail email is received, search for the customer in IRIS KashFlow and send an email via SendGrid.

Incoming emails trigger customer searches in IRIS KashFlow and SendGrid follow-up messages.

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If a Gmail email subject contains invoice, add an IRIS KashFlow payment and create a SendGrid contact; otherwise, search customers and send emails.

Invoice-related emails trigger payment logging and contact creation, while other emails route to search and outreach.

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When a Gmail email label is updated, search for the IRIS KashFlow invoice and send a status update via SendGrid.

Updated email labels trigger invoice searches in IRIS KashFlow and SendGrid status notifications.

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Use Claude to extract invoice details from Gmail, create an IRIS KashFlow invoice, and send a confirmation via SendGrid.

Claude extracts email invoice data to generate IRIS KashFlow invoices and SendGrid confirmations.

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When a Gmail email is received, create an IRIS KashFlow customer, update SendGrid contacts, and create a Trello card.

Incoming emails create IRIS KashFlow customers, update SendGrid contacts, and create Trello cards.

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When a Trello card is created, create a customer in IRIS KashFlow and update contacts in SendGrid.

New Trello cards automatically establish IRIS KashFlow customer profiles and update SendGrid contact lists.

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When a Trello card is created, create an invoice in IRIS KashFlow and send a welcome email via SendGrid.

Trello card creation triggers IRIS KashFlow invoice generation and SendGrid client emails.

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When a Trello card moves to done, add a payment in IRIS KashFlow and update contacts in SendGrid.

Completed Trello cards log payments in IRIS KashFlow and update contact records in SendGrid.

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When a Trello card is created, search for the customer in IRIS KashFlow and send an email via SendGrid.

New Trello cards trigger customer searches in IRIS KashFlow and SendGrid notification emails.

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If a Trello card label is urgent, create an IRIS KashFlow invoice and SendGrid contact; otherwise, search customers and send emails.

Urgent Trello cards trigger priority invoice creation and contact updates, while standard cards route to search and email.

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When a Trello card is archived, search for the IRIS KashFlow invoice and send a closing email via SendGrid.

Archived Trello cards trigger invoice searches in IRIS KashFlow and closing emails via SendGrid.

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Use ChatGPT to summarise Trello card checklists, create an IRIS KashFlow customer, and send an update via SendGrid.

ChatGPT summarises Trello checklists before generating an IRIS KashFlow customer and SendGrid email.

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When a Trello card is created, create an IRIS KashFlow invoice, update SendGrid contacts, and notify your team on Slack.

New Trello cards generate IRIS KashFlow invoices, update SendGrid contacts, and post Slack alerts.

Supported triggers and actions for IRIS KashFlow and SendGrid

Mix and match to build the exact automation you need

IRIS KashFlow Triggers & Actions

Create invoice in IRIS KashFlow

Generates invoices for sales transactions

Search invoice in IRIS KashFlow

Locates and retrieves invoices with

Search customer in IRIS KashFlow

Locates and retrieves customer information

Create customer in IRIS KashFlow

Adds a new customer to the database

Add payment in IRIS KashFlow

Adds payment details to the system

SendGrid Triggers & Actions

Create or update contact in SendGrid

Creates or updates a contact

Send email in SendGrid

Sends an email to a recipient

What can you automate with IRIS KashFlow + SendGrid?

Connect your accounting and email platforms to streamline invoicing, customer synchronization, and communication workflows.

What you can automate?

Get Started For Free

🧾

Create SendGrid emails from IRIS KashFlow invoices

Automatically trigger emails and contact updates in SendGrid whenever a new invoice or customer is created in IRIS KashFlow.

📋

Capture all submitted invoice and customer details

Map complete customer profiles and financial details directly into email contact lists without manual copy-pasting.

🔔

Notify team members instantly on customer updates

Alert relevant team members as soon as payments are added or invoices are generated across platforms.

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Send different email templates based on invoice status

Branch your workflows so paid invoices trigger receipts while unpaid invoices trigger payment reminders.

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Keep customer contacts synchronized across platforms

Ensure customer information updated in your accounting software reflects immediately in your email marketing tool.

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Prevent duplicate contacts with smart upserts

Search existing records before creating new customer entries to maintain clean databases across both apps.

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Trigger follow-ups when payments are completed

Automate receipt delivery and follow-up communications the moment a payment is recorded against an invoice.

📊

Sync financial records directly to Google Sheets

Extend your IRIS KashFlow and SendGrid workflow by logging transaction data into Google Sheets automatically.

And much more...

Who is IRIS KashFlow + SendGrid integration for?

Small business owners, accountants, and finance teams looking to streamline accounting workflows and automate customer communications will save hours every week.

Accountants and Financial Analysts

Business Owners

Client Managers

Billing Specialists

Accounts Receivable Clerks

Bookkeepers

📈

Accountants and Financial Analysts

You're reconciling accounts and reviewing invoice reports in IRIS KashFlow, but your email notifications and customer contact records fall out of sync — with this integration, every payment and customer update syncs instantly so your financial reports reflect accurate data.

⚡

Business Owners

You're managing day-to-day finances and customer billings in IRIS KashFlow, but payment confirmations and notifications are delayed — automating both apps means customers receive instant updates and you never miss a billing milestone.

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Client Managers

You're tracking client accounts and invoices in IRIS KashFlow, but clients ask for payment status before emails reach them — this integration means every invoice and payment triggers immediate branded emails to keep clients fully informed.

⚙️

Billing Specialists

You're processing high volumes of customer invoices in IRIS KashFlow, but manual email follow-ups cannot keep pace with transaction volume — with this integration, customer emails and contacts are handled instantly without manual data entry.

📋

Accounts Receivable Clerks

You're recording payments and invoices in IRIS KashFlow, but sales and communication teams lack real-time visibility on customer status — connecting these apps means every customer record and invoice triggers aligned email workflows automatically.

📊

Bookkeepers

You're logging customer transactions and reconciling ledgers in IRIS KashFlow, but communication histories have gaps between accounting records and email tools — automating both apps means every invoice and customer entry maintains a complete, reliable audit trail.

Try This Integration – No Code Needed

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Why choose Integrately to automate IRIS KashFlow + SendGrid

Build and manage your IRIS KashFlow + SendGrid 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 + SendGrid with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

20M+ Ready Automations

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AI that builds your automations

AI that builds your automations

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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 — 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

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2

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3

Automation is ready

Setup an action from Trello

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Frequently Asked Questions

How do I connect IRIS KashFlow to SendGrid?

You can connect IRIS KashFlow to SendGrid in one click using ready-made templates on Integrately or by asking Integrately AI to build the automation for you. Link your accounts, select your preferred workflow, and automate invoicing and email updates instantly.

Can I automatically send a SendGrid email when an invoice is created in IRIS KashFlow?

Can I connect IRIS KashFlow, SendGrid, and Google Sheets?

What is a good Zapier alternative for IRIS KashFlow and SendGrid?

How does IRIS KashFlow handle customer and invoice data during integration?

How does SendGrid update contact lists when integrated with IRIS KashFlow?

Can I set up IRIS KashFlow and SendGrid automations without coding?

Is the IRIS KashFlow and SendGrid integration free?

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Want to automate something else in your workflow?

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