IRIS KashFlow + SWELLEnterprise Integration

Connect IRIS KashFlow to SWELLEnterprise - 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. Make use of SWELLEnterprise automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Skip the manual back and forth! Easily automate the flow of data between IRIS KashFlow & SWELLEnterprise using Integrately.

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Ready Workflows For IRIS KashFlow + SWELLEnterprise Integration

Just click on the workflow you want to automate

Create IRIS KashFlow customer from new SWELLEnterprise company

If you have created a company in SWELLEnterprise, 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 SWELLEnterprise contact

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

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Create Your Own IRIS KashFlow & SWELLEnterprise Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

IRIS KashFlow + SWELLEnterprise Integration

Client is created in SWELLEnterprise
Triggers the automation whenever a new client is created
Instant
Client is updated in SWELLEnterprise
Triggers the automation whenever a client's information is updated
Instant
Client is deleted in SWELLEnterprise
Triggers the automation whenever a client is deleted
Instant
Lead is created in SWELLEnterprise
Triggers the automation whenever a new lead is created
Instant
Lead is updated in SWELLEnterprise
Triggers the automation whenever the lead information is updated
Instant
Lead is deleted in SWELLEnterprise
Triggers the automation whenever a lead is removed from the system
Instant
Invoice is created in SWELLEnterprise
Triggers the automation whenever any invoice is added or modified
Instant
Invoice is updated in SWELLEnterprise
Triggers the automation whenever an invoice is updated
Instant
Invoice is deleted in SWELLEnterprise
Triggers the automation whenever an invoice is deleted
Instant

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
Create client in SWELLEnterprise
Automatically generates a new client profile
Create opportunity in SWELLEnterprise
Automatically creates a new instance of the support system
Create contact in SWELLEnterprise
Automatically adds a new contact to the database
Create board in SWELLEnterprise
Automatically generates a new board
Create campaign in SWELLEnterprise
Automatically generates and launch a new marketing campaign
Create event in SWELLEnterprise
Automatically adds a new contact to the contact list
Create vendor in SWELLEnterprise
Automatically adds a new vendor
Create lead in SWELLEnterprise
Automatically generates new leads for potential customers
Create subscriber in SWELLEnterprise
Automatically adds new users to the subscription list

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Integrate IRIS KashFlow & SWELLEnterprise In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect IRIS KashFlow or SWELLEnterprise 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

Manage your entire business, from accounting to sales and marketing in one platform. Get real-time insights on all your data and use SWELLEnterprise's powerful workflow tools to organize and automate it for you.

See SWELLEnterprise Integrations