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Connect Funil de Vendas to IRIS KashFlow and automate any workflow

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IRIS KashFlowIRIS KashFlow
2. Choose an Action
The event an automation performs after it's triggered
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Zapier makes it easy to integrate Funil de Vendas with IRIS KashFlow - no code necessary. See how you can get setup in minutes.

Select a trigger from Funil de Vendas

A trigger is an event that starts your Zap and runs the workflow."
A trigger is the event that kicks off your automated workflow.

Setup an action from IRIS KashFlow

An action is what takes place after the automation is triggered. For example, with IRIS KashFlow, the action could be "Add Payment."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Funil de Vendas to IRIS KashFlow

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Triggers and actions are the main components of every automated workflow.

Connect Funil de Vendas and IRIS KashFlow to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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Connect Funil de Vendas and IRIS KashFlow to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Opportunity title
      Required
    • Opportunity value
    • Vendor code
      Required
    • Methodology code
      Required
    • Step code
    • Sales Channel code
      Required
    • Enterprise name
      Required
    • Enterprise document (CNPJ)
    • Enterprise state registration (I.E.)
    • Enterprise segment
    • Enterprise street address
    • Contact name
      Required
    • Contact e-mail
    • Contact phone
    • Contact additional phone
    • Contact office
    • Contact document (CPF)
    • Contact additional e-mails
    • Name
    • Value
    • Annotation
    Action
    Write
    • Invoice number/Customer Reference
      Required
    Trigger
    Scheduled
    Try It
    • How should existing Customer in KashFlow be matched ?
      Required
    • Code
    • Name
      Required
    • Would you like to update a customer when found
    • Source
    • Trade Border Type
    • VAT Number
    • Notes
    • Show discount amount on invoice
    • Discount Percentage
    • Automatically add a line showing this VAT number to new Invoices
    • Default Currency
    • Default Purchase Order
    • Title
    • First Name
    • Last Name
    • Full Name
    • Telephone
    • Mobile
    • Fax
    • Email
    • Website
    • Is Primary Contact
    • Receive invoices
    • Address Line 1
    • Address Line 2
    • Address Line 3
    • Address Line 4
    • Post Code
    • Country
    • Use a separate address for delivery
    • Name for Delivery Address
    • Address Line 1
    • AddressLine2
    • Address Line 3
    • Address Line 4
    • Post Code
    • Country
    • Payment Type
    • Days
    • Default PDF Theme ID
    • Apply CIS Withholding Tax
    • CIS Withholding Tax Rate
    • CIS Withholding Tax Reference Name
    • CIS Withholding Tax Reference Value
    • Default Email Template
    • Default Sales Code
    Action
    Write
    • How should existing Customer in KashFlow be matched ?
      Required
    • Name
    • Code
    • Email
    Action
    Search
    • How should existing Customer in KashFlow be matched ?
      Required
    • Name
    • Code
    • Email
    Trigger
    Scheduled
    Try It
    • Invoice number/Customer Reference
      Required
    • Bank Account ID
      Required
    • Date
      Required
    • Invoice Payment Method
      Required
    • Amount
      Required
    • Notes
    Action
    Write
    • How should existing Customer in KashFlow be matched ?
      Required
    • Name
    • Code
    • Email
    • First Name
    • Last Name
    • Full Name
    • Telephone
    • Mobile
    • Trade Border Type
    • Would you like to create a customer when not found
    • Invoice Number
    • Invoice Issued Date
      Required
    • Invoice Due Date
    • Default Currency
    • Customer Reference/Purchase Order
    • Address Line 1
    • Address Line 2
    • Address Line 3
    • Address Line 4
    • Post Code
    • Country
    • Update Customer Address
    • Use a separate address for delivery
    • Name for Delivery Address
    • Address Line 1
    • AddressLine2
    • Address Line 3
    • Address Line 4
    • Post Code
    • Country
    • Update Customer Delivery Address
    • Project
    • Project
    • Sales Code
    • Product
    • Do you want to create new product when not found?
    • Description
    • Quantity
    • Rate
    • Inclusive of Tax?
    • VAT Rate
    • VAT Amount
    • Is VAT Exempted
    • Sales Code
    • Charge
    • Inclusive of Tax?
    • Description
    • VAT Rate
    • VAT Amount
    • Sales Code
    • Discount
    • Description
    • Comment
    • Bank Account ID
      Required
    • Date
      Required
    • Invoice Payment Method
      Required
    • Amount
      Required
    • Notes
    • Notes
    Action
    Write
    • Invoice number/Customer Reference
      Required
    Action
    Search
funil-de-vendas logo
funil-de-vendas logo
About Funil de Vendas
Funil de Vendas helps to manage the whole sales process, from the search for opportunities to the closing of the deals.
Help
Related categories
  • CRM (Customer Relationship Management)
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    iris-kashflow logo
    iris-kashflow logo
    About IRIS KashFlow
    IRIS KashFlow is an easy-to-use accounting and bookkeeping software allowing you to run your business from anywhere at any time whilst staying compliant.
    Learn moreHelp
    Related categories

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