IRIS KashFlow + Survicate Integration

Connect IRIS KashFlow to Survicate - Automate your workflows in 1-click

Set up IRIS KashFlow automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. With Survicate automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. And automate all the repetitive tasks between IRIS KashFlow & Survicate using Integrately.

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Ready Workflows For IRIS KashFlow + Survicate Integration

Just click on the workflow you want to automate

Create IRIS KashFlow customer for new Survicate survey response

Survicate + IRIS KashFlow Integration

Activate

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Create Your Own IRIS KashFlow & Survicate Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Question is answered in Survicate
Triggers the automation whenever a question is answered
Survey is created in Survicate
Triggers the automation whenever a survey response is submitted

Create invoice in IRIS KashFlow
Automatically generates invoices for sales transactions
Search invoice in IRIS KashFlow
Automatically locate and retrieve invoices with
Search customer in IRIS KashFlow
Automatically locate and retrieve customer information
Create customer in IRIS KashFlow
Automatically adds a new customer to the database
Add payment in IRIS KashFlow
Automatically adds payment details to the system

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect IRIS KashFlow or Survicate 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

Survicate lets you run surveys, analyze results, and take action in real time. It is a cross-channel feedback management software that allows businesses to measure customer experience across multiple channels.

See Survicate Integrations