IRIS KashFlow + Slate Integration

Integrate IRIS KashFlow to Slate in one click, or tell Integrately AI how you want each record handled. Create invoices, search customers, add payments, and track your financial data automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Slate
    Record is created in Slate Instant
  • Slate
    Record is updated in Slate Instant
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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
  • Slate
    Create record in Slate
  • Slate
    Search record in Slate
  • Slate
    Update record in Slate

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Ready Workflows Ready Workflows for IRIS KashFlow + Slate Integration

Create invoices from new Slate records, search customers, add payments, and sync financial data, all in just one click.

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Got a different task in mind? Describe it

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Connect more apps to your IRIS KashFlow + Slate flow

Send payment notifications, alert your finance team, log records in cloud storage, and manage tasks as invoices are generated. Pick a combination and activate it in one click.

IRIS KashFlow
Slate
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StripeStripe (3)
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GmailGmail (3)
+
SlackSlack (3)
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TrelloTrello (3)
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Google DriveGoogle Drive (3)
+
Microsoft OutlookMicrosoft Outlook (3)
S
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Create an invoice in IRIS KashFlow when a record is created in Slate, and create a customer in Stripe.
New Slate records trigger an IRIS KashFlow invoice and set up a corresponding customer in Stripe instantly.
S
I
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When a record is updated in Slate, add a payment in IRIS KashFlow and create a charge in Stripe.
Record updates in Slate trigger payment logging in IRIS KashFlow and initiate a charge in Stripe.
S
I
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Search a customer in IRIS KashFlow when a record is created in Slate, and retrieve customer details in Stripe.
Verify customer records across IRIS KashFlow and Stripe whenever a new entry appears in Slate.

Supported triggers and actions for IRIS KashFlow and Slate

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†’
Slate
Slate Triggers & Actions
Instant
Record is created in Slate
Triggers when a new record is created
Try it โ†’
Instant
Record is updated in Slate
Triggers when a record is updated
Try it โ†’
Create record in Slate
Creates a new record
Try it โ†’
Search record in Slate
Searches for a record
Try it โ†’
Update record in Slate
Updates an existing record
Try it โ†’

What can you automate with IRIS KashFlow + Slate?

Streamline your accounting and record management by connecting Slate workflows directly to IRIS KashFlow.

What you can automate?
๐Ÿงพ
Create invoices from new Slate records
Automatically generate an IRIS KashFlow invoice the moment a record is created in Slate. Eliminate manual data entry and speed up your billing cycle.
๐Ÿ”
Search and verify customer profiles
Look up existing customers in IRIS KashFlow using data submitted in Slate before generating new billing items or invoices.
๐Ÿ’ณ
Log payments instantly
Record payments in IRIS KashFlow automatically whenever a transaction record is created or updated in Slate.
๐Ÿข
Create new customer accounts
Establish client profiles in IRIS KashFlow directly from new Slate submissions to keep your accounting contacts up to date.
๐Ÿ”„
Update records across platforms
Keep your financial data consistent by updating IRIS KashFlow invoices whenever corresponding details change in Slate.
๐Ÿ”Ž
Search invoices for quick status checks
Find specific invoice records in IRIS KashFlow based on updated identifiers from Slate workflows.
๐Ÿ“ฌ
Trigger notifications and follow-ups
Alert your finance team or send client confirmations via connected messaging tools the moment an invoice is created.
๐ŸŒ
Extend your workflow with extra apps
Connect Stripe, Gmail, Slack, or Google Drive to your IRIS KashFlow and Slate flow to handle payments, notifications, and document storage.
And much more...

Who is IRIS KashFlow + Slate integration for?

Financial controllers, small business owners, and accounting teams looking to eliminate manual data entry between Slate records and IRIS KashFlow finances.

Financial analysts
Financial analysts
Operations leads
Operations leads
Account managers
Account managers
Billing specialists
Billing specialists
Business owners
Business owners
Bookkeepers
Bookkeepers
๐Ÿ“ˆ
Financial analysts
You're reviewing income reports every week but your accounting ledger only updates when someone manually exports records, so the totals you're reporting against are always a few hours behind โ€” with this integration, every new record lands in IRIS KashFlow instantly and your data stays current.
โšก
Operations leads
You manage client onboarding in Slate but someone has to re-key invoice details into IRIS KashFlow by hand, so billing bottlenecks delay your revenue cycle โ€” automating both apps means every record generates an invoice immediately and your cash flow moves faster.
๐Ÿค
Account managers
You coordinate client deliverables in Slate while finance handles billing in IRIS KashFlow, so discrepancies between records lead to awkward client questions โ€” connecting these apps means customer details and invoices match up automatically without manual chasing.
๐Ÿ“Š
Billing specialists
You process high volumes of transactions every day and copying data from Slate into IRIS KashFlow creates constant human error risks โ€” this integration means every record creates an invoice and logs payments without manual copy-pasting.
๐Ÿ’ผ
Business owners
You depend on your team to manually transfer sales records from Slate into IRIS KashFlow, so important financial updates slip through the cracks when volume spikes โ€” automating both apps means your accounting books reflect every transaction in real time.
๐Ÿ—‚๏ธ
Bookkeepers
You audit financial histories and keep finding missing transaction entries because manual data transfers between Slate and IRIS KashFlow are inconsistent โ€” integrating these apps means every customer payment and invoice is recorded accurately every time.
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 + Slate

Build and manage your IRIS KashFlow + Slate 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 + Slate 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?

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Automation is ready
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Frequently Asked Questions

How do I connect IRIS KashFlow to Slate?
Frequently Asked Questions
You can connect IRIS KashFlow to Slate instantly using 1-click workflows on Integrately. Select a ready template or ask Integrately AI to build your automation, connecting your accounts securely alongside tools like Slack, Gmail, and Stripe.
Can I automatically create invoices in IRIS KashFlow from Slate records?
Frequently Asked Questions
Can I connect IRIS KashFlow, Slate, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for IRIS KashFlow and Slate?
Frequently Asked Questions
How does IRIS KashFlow handle invoice creation in these automations?
Frequently Asked Questions
Can Slate trigger customer searches in IRIS KashFlow?
Frequently Asked Questions
Do I need coding skills to automate IRIS KashFlow and Slate?
Frequently Asked Questions
Is the IRIS KashFlow and Slate 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 Slate With 1500+ Other Apps

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