IRIS KashFlow + Solve CRM Integration

Integrate IRIS KashFlow to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Create customers, add invoices, record payments, and keep your financial records aligned automatically.

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1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
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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
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM

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Ready Workflows Ready Workflows for IRIS KashFlow + Solve CRM Integration

Create customers from new contacts, generate invoices, record payments, and update records, all in just one click.

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Solve CRM + IRIS KashFlow Integration

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!
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Solve CRM + IRIS KashFlow Integration

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.
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Connect more apps to your IRIS KashFlow + Solve CRM flow

Connect your financial records and CRM data with messaging, email, and billing tools to keep your entire team aligned. Pick a combination and activate it in one click.

IRIS KashFlow
Solve CRM
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StripeStripe (3)
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GmailGmail (3)
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MailchimpMailchimp (3)
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CalendlyCalendly (3)
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SlackSlack (3)
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Google DriveGoogle Drive (3)
S
I
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Create an IRIS KashFlow customer and a Solve CRM contact whenever a new payment succeeds in Stripe
New Stripe payments instantly create a customer in IRIS KashFlow and a contact in Solve CRM, eliminating manual data entry across your billing and sales tools.
S
I
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Add a payment in IRIS KashFlow when a Stripe charge succeeds, and update the contact in Solve CRM
Stripe charges automatically add a payment record in IRIS KashFlow and update Solve CRM, keeping your financial statements current.
S
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Create an invoice in IRIS KashFlow for new Stripe subscriptions, and log the details in Solve CRM
New Stripe subscriptions automatically generate an invoice in IRIS KashFlow and register a contact in Solve CRM.

Supported triggers and actions for IRIS KashFlow and Solve CRM

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
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Search invoice in IRIS KashFlow
Locates and retrieves invoices with
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Search customer in IRIS KashFlow
Locates and retrieves customer information
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Create customer in IRIS KashFlow
Adds a new customer to the database
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Add payment in IRIS KashFlow
Adds payment details to the system
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Solve CRM
Solve CRM Triggers & Actions
Contact is created in Solve CRM
Triggers the automation when a new contact is created
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Company is created in Solve CRM
Triggers the automation when a new company is created
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Create contact in Solve CRM
Adds a new contact to the database
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Create company in Solve CRM
Generates a new company profile with given details
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What can you automate with IRIS KashFlow + Solve CRM?

Streamline your customer creation, invoice generation, and financial tracking between Solve CRM and IRIS KashFlow.

What you can automate?
🔄
Create IRIS KashFlow customers from Solve CRM contacts automatically
Sync new Solve CRM contacts directly into IRIS KashFlow to establish customer profiles instantly without manual data entry.
📝
Capture every detail from Solve CRM contact forms
Map all available contact and company fields from Solve CRM into IRIS KashFlow instead of just names and email addresses.
🔔
Notify your billing team instantly when a contact is created
Send alerts to your team the moment a new customer profile or company record is established in your financial system.
🔀
Route customer creation based on submitted account tiers
Create different customer types or invoice defaults in IRIS KashFlow depending on the specific data submitted in Solve CRM.
📈
Keep customer information synchronized across both platforms
Update existing IRIS KashFlow customer records whenever corresponding contact or company details change in Solve CRM.
🔍
Search and update existing customer records to prevent duplicates
Check if a customer already exists in IRIS KashFlow before creating a new entry from Solve CRM contact data.
💳
Process payments and update records when invoices are settled
Add payments in IRIS KashFlow and reflect updated billing statuses across your workflow to maintain accurate accounting.
✉️
Extend your workflow with Gmail notifications
Send automated welcome emails via Gmail whenever a new customer is created from Solve CRM data.
And much more...

Who is IRIS KashFlow + Solve CRM integration for?

Finance managers, sales leads, and operations directors eliminate manual data entry between Solve CRM and IRIS KashFlow to keep records aligned.

Finance managers
Finance managers
Sales team leads
Sales team leads
Account managers
Account managers
Billing coordinators
Billing coordinators
Support supervisors
Support supervisors
Operations directors
Operations directors
📊
Finance managers
You're reviewing financial reports based on customer records, but your accounting sheet only updates when someone manually exports contacts, so the figures you're deciding against are always hours behind — with this integration, every new contact lands in IRIS KashFlow instantly and your records stay current.
⚡
Sales team leads
You need to act fast on new client signups, but you find out too late because contact details take hours to reach your billing system — with this integration, every new contact in Solve CRM immediately creates a customer in IRIS KashFlow.
📋
Account managers
You answer to clients who want to see their billing and contact details tracked accurately, but manual data entry leads to missing information — with this integration, every new Solve CRM contact is automatically synced to IRIS KashFlow.
📦
Billing coordinators
The volume of new customer creation is too high for anyone to keep up by hand, leading to delayed invoices and errors — with this integration, automating both apps means customer creation happens instantly without manual effort.
🤝
Support supervisors
You own the onboarding step and depend on sales to hand over new client details, but details get stuck between systems — with this integration, every new contact creates an immediate record so you can start onboarding right away.
🗂️
Operations directors
You need a reliable customer history across your CRM and accounting tools, but keep finding gaps where records were missed — with this integration, every client interaction flows seamlessly into your financial system.
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Why choose Integrately to automate IRIS KashFlow + Solve CRM

Build and manage your IRIS KashFlow + Solve CRM 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 + Solve CRM 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 — 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.
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How Integrately Works?

1
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Frequently Asked Questions

How do I connect IRIS KashFlow to Solve CRM?
Frequently Asked Questions
You can connect IRIS KashFlow to Solve CRM instantly using 1-click ready workflows or by using Integrately AI. It links your CRM data with accounting records alongside tools like Gmail, Slack, and Stripe.
Can I automatically create IRIS KashFlow customers from new Solve CRM contacts?
Frequently Asked Questions
Can I connect IRIS KashFlow, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for IRIS KashFlow and Solve CRM?
Frequently Asked Questions
How do I search or create invoices in IRIS KashFlow using Solve CRM data?
Frequently Asked Questions
Can I trigger actions when a company is created in Solve CRM?
Frequently Asked Questions
Do I need coding skills to automate IRIS KashFlow and Solve CRM?
Frequently Asked Questions
Is the IRIS KashFlow and Solve CRM integration free?
Frequently Asked Questions
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