IRIS KashFlow + Teamleader Focus Integration

Connect IRIS KashFlow to Teamleader Focus in 1 click

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Teamleader Focus + IRIS KashFlow Integration

Create IRIS KashFlow customer from new Teamleader Focus company

If you have created a company in Teamleader Focus, 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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Teamleader Focus + IRIS KashFlow Integration

Create IRIS KashFlow order for new Teamleader Focus deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Teamleader Focus and IRIS KashFlow work together to make accounting and bookkeeping simple.

When you create a deal in Teamleader Focus, it will automatically create an order in IRIS KashFlow. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Teamleader Focus and IRIS KashFlow.
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Teamleader Focus + IRIS KashFlow Integration

Create IRIS KashFlow customer for new Teamleader Focus contact

In order to keep your accounting and customer records in sync, when you create a contact in Teamleader Focus, 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 Teamleader Focus and IRIS KashFlow!
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IRIS KashFlow + Teamleader Focus Integration
1.
  • Teamleader Focus
    Contact is created in Teamleader Focus Instant
  • Teamleader Focus
    Deal is accepted in Teamleader Focus Instant
  • Teamleader Focus
    Deal is created in Teamleader Focus Instant
  • Teamleader Focus
    Deal is updated in Teamleader Focus Instant
  • Teamleader Focus
    Company is created in Teamleader Focus Instant
  • Teamleader Focus
    Invoice is paid in Teamleader Focus Instant
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
  • Teamleader Focus
    Create task in Teamleader Focus
  • Teamleader Focus
    Create contact in Teamleader Focus
  • Teamleader Focus
    Update contact in Teamleader Focus
  • Teamleader Focus
    Search contact in Teamleader Focus
  • Teamleader Focus
    Create deal in Teamleader Focus
  • Teamleader Focus
    Update deal in Teamleader Focus
  • Teamleader Focus
    Search deal in Teamleader Focus
  • Teamleader Focus
    Create company in Teamleader Focus
  • Teamleader Focus
    Link contact to company in Teamleader Focus
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