IRIS KashFlow + Simplero Integration
Integrate IRIS KashFlow to Simplero in one click, or tell Integrately AI how you want each purchase handled. Create invoices, search customers, add payments, and keep your accounts accurate automatically.
Free forever.Use premium features free for 14 days.1.
Tag is added to contact in Simplero Instant- Tag is removed from contact in Simplero Instant
- Purchase is created in Simplero Instant
- Purchase is deleted in Simplero Instant
- Subscription is created in Simplero Instant
- Subscription is deleted in Simplero Instant
2.
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
- Search purchase by email in Simplero
- Create or update contact in Simplero
- Search contact by email in Simplero
- Add tag to contact in Simplero
- Remove tag from contact in Simplero
- Subscribe to a List in Simplero
- Unsubscribe from list in Simplero
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Ready Workflows for IRIS KashFlow + Simplero Integration
Create invoices for new purchases, track payments, update customers, and keep your accounting synced, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your IRIS KashFlow + Simplero flow
Sync your accounting and course platform data with marketing, payments, and team chat tools. Pick a combination and activate it in one click.
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Stripe (4)
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Mailchimp (4)
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Zoom (4)
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ActiveCampaign (4)
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Google Sheets (4)
Google Sheets (4) +
Slack (4)
Slack (4) S
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When a purchase is created in Simplero, create an invoice in IRIS KashFlow and record the charge in Stripe.
Simplero purchases instantly generate IRIS KashFlow invoices while updating your Stripe payment records without manual data entry.
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When a Simplero subscription is created, add a payment in IRIS KashFlow and update the customer in Stripe.
New recurring subscriptions automatically log payments in IRIS KashFlow and update customer profiles in Stripe.
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When a tag is added to a contact in Simplero, search the customer in IRIS KashFlow and create a customer in Stripe.
Tagged Simplero contacts verify existing IRIS KashFlow customer records and establish new billing profiles in Stripe.
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When a Simplero purchase is deleted, search the invoice in IRIS KashFlow and refund the charge in Stripe.
Deleted Simplero purchases locate the corresponding IRIS KashFlow invoice and process refunds in Stripe instantly.
Supported triggers and actions for IRIS KashFlow and Simplero
Mix and match to build the exact automation you need
IRIS KashFlow Triggers & Actions
Simplero Triggers & Actions
Instant
Purchase is created in Simplero
Triggers the automation when a new purchase is created
Try it → Instant
Purchase is deleted in Simplero
Triggers the automation when any purchase is deleted
Try it → Instant
Subscription is created in Simplero
Triggers the automation when a new subscription is created
Try it → Instant
Subscription is deleted in Simplero
Triggers the automation when a subscription is deleted
Try it → What can you automate with IRIS KashFlow + Simplero?
Streamline your course business finances by connecting every customer purchase and subscription event directly to your accounting software.
🧾
Generate invoices from new purchases
Create an IRIS KashFlow invoice automatically the moment a purchase is completed in Simplero. Eliminate manual billing tasks and keep your accounting ledger updated.
🔍
Capture every customer detail
Search and create customer profiles in IRIS KashFlow using the exact information submitted during course registration. Maintain clean, accurate customer databases across both platforms.
💳
Log recurring subscription payments
Add subscription payments to IRIS KashFlow automatically whenever a new recurring billing cycle starts in Simplero. Keep your recurring revenue tracking accurate and effortless.
🏷️
Route records based on contact tags
Trigger specific accounting actions when tags are added or removed from contacts in Simplero. Handle VIP buyers and standard customers with tailored workflows.
🔄
Keep records current on cancellations
Search invoices and process updates instantly when subscriptions are deleted in Simplero. Prevent accounting discrepancies by automating your cancellation workflows.
👥
Synchronise customer records instantly
Create or update customer details across platforms without duplicate entries. Ensure your billing software always reflects your most recent subscriber information.
📉
Handle subscription deletions
Locate associated invoices and update financial logs when a subscription is cancelled or deleted in Simplero. Maintain accurate historical records without manual intervention.
📊
Extend your workflow to Google Sheets
Send purchase details and invoice records directly to Google Sheets alongside your IRIS KashFlow updates. Build custom financial reports with zero manual copying.
And much more...
Who is IRIS KashFlow + Simplero integration for?
Course creators, accountants, and online business owners eliminate manual accounting entry, billing discrepancies, and delayed financial reporting.
Financial Controllers
Customer Success Managers
Agency Directors
Course Creators
Operations Managers
Accounting Teams
📈
Financial Controllers
You review financial reports to make strategic decisions, but manual course sales entries mean your revenue figures are always a few hours behind — this integration means every new purchase updates your accounts instantly and your data stays current.
⚡
Customer Success Managers
You need to act fast when new members join, but finding out about purchases too late delays your onboarding outreach — automating both apps means customer accounts are created the moment they buy so your team can welcome them immediately.
📋
Agency Directors
You answer to external stakeholders who want to see exact revenue figures, but disconnected platforms create discrepancies in your invoice logs — connecting these apps means every transaction generates an accurate invoice and your records are always ready for review.
🔄
Course Creators
The volume of daily student signups is too high for anyone to keep up by hand, leading to missed billing records and untracked payments — automating both apps means every order is processed and invoiced instantly without manual data entry.
👥
Operations Managers
You own the fulfillment process and depend on upstream purchase data to provision access, but manual handoffs cause frustrating delays — with this integration, customer creation and invoicing happen simultaneously the second a sale occurs.
🗂️
Accounting Teams
You need a reliable transaction history for tax compliance, but manual copy-pasting keeps leaving gaps in your ledger — automating these apps means every subscription event and purchase is logged accurately with zero missing entries.
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 + Simplero
Build and manage your IRIS KashFlow + Simplero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect IRIS KashFlow + Simplero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
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Frequently Asked Questions
How do I connect IRIS KashFlow to Simplero?
You can connect IRIS KashFlow to Simplero using 1-click automations on Integrately, along with tools like Stripe, Mailchimp, and Google Sheets. Simply pick a ready workflow or ask Integrately AI to build your custom setup.
Can I automatically create invoices in IRIS KashFlow when a purchase is made in Simplero?
Can I connect IRIS KashFlow, Simplero, and Google Sheets?
What is a good Zapier alternative for IRIS KashFlow and Simplero?
How does IRIS KashFlow handle customer records during automation?
Can Simplero subscriptions trigger actions in IRIS KashFlow?
Do I need coding skills to automate IRIS KashFlow and Simplero?
Is the IRIS KashFlow and Simplero integration free?
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