Connect IRIS KashFlow and Zoho CRM to unlock the power of automation
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Choose a Trigger
Choose an Action
Set up your first integration
Quickly connect IRIS KashFlow to Zoho CRM with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate IRIS KashFlow with Zoho CRM - no code necessary. See how you can get setup in minutes.
Select a trigger from IRIS KashFlow
A trigger is an event that starts your Zap and runs the workflow. For example, with IRIS KashFlow, a trigger could be "Get Customer List."
Setup an action from Zoho CRM
An action is what takes place after the automation is triggered. For example, with Zoho CRM, the action could be "Add Attachment."
That’s it! You just connected IRIS KashFlow to Zoho CRM
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Connect IRIS KashFlow and Zoho CRM 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.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
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Automate your way to actionable, up-to-date data
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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.
- How should existing Customer in KashFlow be matched ?Required
- Name
- Code
- Email
Try It- Invoice number/Customer ReferenceRequired
- Bank Account IDRequired
- DateRequired
- Invoice Payment MethodRequired
- AmountRequired
- Notes
- 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 DateRequired
- 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 IDRequired
- DateRequired
- Invoice Payment MethodRequired
- AmountRequired
- Notes
- Notes
- Invoice number/Customer ReferenceRequired
- Invoice number/Customer ReferenceRequired
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
- How should existing Customer in KashFlow be matched ?Required
- Name
- Code
- Email
- New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try It
Learn how to automate IRIS KashFlow on the Zapier blog
Learn how to automate Zoho CRM on the Zapier blog
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