Google Sheets + IRIS KashFlow

Create/update IRIS KashFlow customers from new/updated Google Sheets rows

Use this automation to create a new customer record every time a new row is added to Google Sheets. Once integrated, every time you add a new contact or amend an existing contact in Google Sheets, a record is created or amended in IRIS KashFlow.

When this happens...
New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
TriggerInstant
automatically do this!
Create/Update Customer
Create/Update Customer for Kashflow
ActionWrite

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Supported triggers and actions

- Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Drive
Trigger
Scheduled
Try It
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Column NameRequired
- Index
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write

- TitleRequired
- Spreadsheet to Copy
- Headers
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write

- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Search from last row
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Search from last row
Action
Search or write
- Invoice number/Customer ReferenceRequired
Trigger
Scheduled
Try It
- How should existing Customer in KashFlow be matched ?Required
- Code
- NameRequired
- 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

- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Drive
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- Spreadsheet Containing the Worksheet to CopyRequired
- Worksheet to CopyRequired
- Copy Worksheet Destination
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
- Overwrite existing worksheet with the same title
- Headers
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
- Background Color
- Text Color
- Bold
- Italic
- Strikethrough
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Search from last row
- Row Count
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- ColumnsRequired
- Row CountRequired
- First Row
Action
Search
- Drive
- SpreadsheetRequired
- TitleRequired
- Overwrite existing worksheet with the same title
- Headers
Action
Search or write
- How should existing Customer in KashFlow be matched ?Required
- Name
- Code
- Email
Trigger
Scheduled
Try It
- Invoice number/Customer ReferenceRequired
- Bank Account IDRequired
- DateRequired
- Invoice Payment MethodRequired
- AmountRequired
- Notes
Action
Write
- How should existing Customer in KashFlow be matched ?Required
- Customer Name
- Customer Code
- Customer 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 DateRequired
- Invoice Due Date
- CurrencyRequired
- Customer Reference/Purchase Order
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Post Code
- Country
- Update Customer Address
- Use Different Delivery Address
- Address Name
- Address Line 1
- Address Line 2
- 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
- Date
- Invoice Payment Method
- Amount
- Notes
- Notes
Action
Write
- Invoice number/Customer ReferenceRequired
Action
Search

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

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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 more

Related categories

Accounting

Related Zap Templates

Create IRIS KashFlow invoices from new Google Sheets rows

Generate IRIS KashFlow invoices for new or updated rows in Google Sheets

Google Sheets + IRIS KashFlow

Create/update IRIS KashFlow customers from new/updated Google Sheets rows

New Spreadsheet Row (Team Drive)

New Spreadsheet

New or Updated Spreadsheet Row

Create Spreadsheet Column

Create Multiple Spreadsheet Rows

Create Spreadsheet

Clear Spreadsheet Row

Update Spreadsheet Row

API Request (Beta)

Find Worksheet

Lookup Spreadsheet Row

Find or Create Row

Get Invoice List

Create/Update Customer

Search Customer

New Spreadsheet Row

New or Updated Spreadsheet Row (Team Drive)

New Worksheet

Create Spreadsheet Row

Copy Worksheet

Create Worksheet

Format Spreadsheet Row

Update Spreadsheet Row(s)

Lookup Spreadsheet Rows (Advanced)

Get Many Spreadsheet Rows (Advanced)

Find or Create Worksheet

Get Customer List

Add Payment

Create Invoice

Search Invoice

About Google Sheets

Related categories

Similar apps

Zapier Tables

Zoho Creator

Smartsheet

About IRIS KashFlow

Related categories

Related Zap Templates

Related Zap Templates