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123FormBuilder + IRIS KashFlow

123FormBuilder + IRIS KashFlow

123FormBuilder + IRIS KashFlow integrations

Create or update IRIS KashFlow customers from new 123FormBuilder form submissions

Effortlessly manage your customer information with this powerful 123FormBuilder and IRIS KashFlow integration. When a new form is submitted in 123FormBuilder, this automation will create or update a customer in IRIS KashFlow with the provided details. Streamline your customer management process and keep all your critical information up-to-date, without lifting a finger.

  1. When this happens...
    New Form
    New Form
    New FormTriggers when a new form is added to your account.
    TriggerPolling
  2. automatically do this!
    Create/Update Customer
    Create/Update Customer
    Create/Update CustomerCreate/Update Customer for Kashflow
    ActionWrite
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More things you can do with 123FormBuilder and IRIS KashFlow

Discover other triggers and actions you can use with 123FormBuilder and IRIS KashFlow

  • 123FormBuilder triggers, actions, and search
    New Form

    Triggers when a new form is added to your account.

    Trigger
    Polling
    Try It
    • How should existing Customer in KashFlow be matched ?
      Required
    • Name
    • Code
    • Email
    Trigger
    Polling
    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
    • 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 Date
      Required
    • Invoice Due Date
    • Currency
      Required
    • 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
    • Form
      Required
    Trigger
    Polling
    Try It
    • Invoice number/Customer Reference
      Required
    Trigger
    Polling
    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
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About 123FormBuilder
123FormBuilder is an easy way to create and use free html forms for your website using their online contact form generator!
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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 moreLearn moreHelpHelp
Related categories
Accounting