Wealthbox CRM + IRIS KashFlow Integration

Connect Wealthbox CRM to IRIS KashFlow in 1 click

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Popular Wealthbox CRM + IRIS KashFlow Workflows

Create IRIS KashFlow order for new Wealthbox CRM opportunity

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

When you create a opportunity in Wealthbox CRM, 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 Wealthbox CRM and IRIS KashFlow.

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Create IRIS KashFlow customer for new Wealthbox CRM contact

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

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Create Automation

Opportunity is created in Wealthbox CRM
Contact is created in Wealthbox CRM
Task is created in Wealthbox CRM
Workflow is created in Wealthbox CRM
Comment is created in Wealthbox CRM
Event is created in Wealthbox CRM
Project is created in Wealthbox CRM
Note is created in Wealthbox CRM

Create Contact in Wealthbox CRM
Search contact by email in Wealthbox CRM
Update Contact in Wealthbox CRM
Search contact by phone in Wealthbox CRM
Search contact by name in Wealthbox CRM
Get contact by id in Wealthbox CRM
Create Opportunity in Wealthbox CRM
Update Opportunity in Wealthbox CRM
Create Task in Wealthbox CRM
Update Task in Wealthbox CRM
Create Note in Wealthbox CRM
Update Note in Wealthbox CRM
Create Event in Wealthbox CRM
Update Event in Wealthbox CRM
Get workflow by id in Wealthbox CRM
Create workflow in Wealthbox CRM
Update workflow in Wealthbox CRM
Search workflow template for workflow in Wealthbox CRM
Create Project in Wealthbox CRM
Update Project in Wealthbox CRM
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

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Integrate Wealthbox CRM & IRIS KashFlow In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Wealthbox CRM & IRIS KashFlow with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Wealthbox CRM & IRIS KashFlow With 1100+ Other Apps

Wealthbox is a web-based CRM solution that allows financial advisors to organize their time, track activity across multiple accounts and prospects, communicate effectively with clients, and work the way they want!

See Wealthbox CRM Integrations

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