IRIS KashFlow + Streak Integration

Connect IRIS KashFlow to Streak in 1 click

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Popular IRIS KashFlow + Streak Workflows

Create IRIS KashFlow customer from new Streak company

If you have created a company in Streak, 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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Create IRIS KashFlow customer for new Streak contact

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

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Create Your Own IRIS KashFlow & Streak Integration Without Any Code

Create Custom Workflow

Contact is created in Streak Instant
Contact is updated in Streak Instant
Box is created in Streak Instant
Box stage is changed in Streak Instant
Box is updated in Streak Instant
Box is moved between pipelines in Streak Instant
Meeting note or call log is created in Streak Instant
Task is created in Streak Instant
Task is due in Streak Instant
Task is completed in Streak Instant
Organization is created in Streak Instant
Organization is updated in Streak Instant
Comment is added to box in Streak Instant

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
Add contact in Streak
Update contact in Streak
Search contact in Streak
Create task in Streak
Update task in Streak
Create box in Streak
Update box in Streak
Search box in Streak
Create meeting/call log in Streak
Add contact to box in Streak
Retrieve file by file key in Streak
Link boxes in Streak
Retrieve full thread by key in Streak
Search organization in Streak
Create comment in Streak

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750 Tasks

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Integrate IRIS KashFlow & Streak In 1 Click
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You Can Also Connect IRIS KashFlow or Streak 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

Streak provides a simple, efficient and intuitive solution for sales teams to track leads and manage their sales process without having to rely on email or outside applications.

See Streak Integrations