IRIS KashFlow + Upnify Integration

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Upnify + IRIS KashFlow Integration

Create IRIS KashFlow order for new Upnify opportunity

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

When you create a opportunity in Upnify, 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 Upnify and IRIS KashFlow.
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Upnify + IRIS KashFlow Integration

Create IRIS KashFlow customer for new Upnify client

In order to keep your accounting and customer records in sync, when you create a client in Upnify, 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 Upnify and IRIS KashFlow!
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IRIS KashFlow + Upnify Integration
1.
  • Upnify
    Client is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
  • Upnify
    Sale is created in Upnify 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
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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