Skip to content
  • IRIS KashFlow logoIRIS KashFlow logo
  • Jotform logoJotform logo

IRIS KashFlow + Jotform

Create or update IRIS KashFlow customers when new Jotform submissions are received

Effortlessly manage customer data in IRIS KashFlow directly from Jotform submissions with this seamless workflow. Whenever a new submission is received in Jotform, it automatically creates or updates a customer in your IRIS KashFlow account, ensuring your customer information is always up-to-date and accurate. Save time and reduce manual errors with this efficient integration.

Effortlessly manage customer data in IRIS KashFlow directly from Jotform submissions with this seamless workflow. Whenever a new submission is received in Jotform, it automatically creates or updates a customer in your IRIS KashFlow account, ensuring your customer information is always up-to-date and accurate. Save time and reduce manual errors with this efficient integration.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    IRIS KashFlowIRIS KashFlow
    Create/Update Customer

    Create/Update Customer for Kashflow

    ActionWrite
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
    • How should existing Customer in KashFlow be matched ?Required

    • Name

    • Code

    • Email

    Trigger
    Polling
    Try It
    • DocumentRequired

    Trigger
    Polling
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
    • Invoice number/Customer ReferenceRequired

    Trigger
    Polling
    Try It
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.

Related categories

jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Related categories

Triggers & Actions