IRIS KashFlow + Solve CRM Integration

Connect IRIS KashFlow to Solve CRM in 1 click

Integrate IRIS KashFlow + Solve CRM For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular IRIS KashFlow + Solve CRM Workflows

Create IRIS KashFlow customer from new Solve CRM company

If you have created a company in Solve CRM, 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.

Activate

Create IRIS KashFlow customer for new Solve CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Solve CRM, 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 Solve CRM and IRIS KashFlow!

Activate

1of1

Create Your Own IRIS KashFlow & Solve CRM Integration Without Any Code

Create Custom Workflow

Contact is created in Solve CRM
Company is created in Solve CRM

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 contact in Solve CRM
Create company in Solve CRM

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate IRIS KashFlow & Solve CRM In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect IRIS KashFlow or Solve CRM With 1200+ Other Apps

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.

See IRIS KashFlow Integrations

Solve provides a powerful solution to manage and scale customer service teams. From scheduling calls to sharing notes and documents, it eliminates the need for multiple tools while increasing efficiency and team workflows.

See Solve CRM Integrations