Update IRIS KashFlow customers when 17hats contacts are updated
Effortlessly keep your customer records updated with this 17hats and IRIS KashFlow integration. Whenever a contact is updated in the 17hats app, this workflow will create or update the corresponding customer information in the IRIS KashFlow app. Save time and ensure accuracy by streamlining the process of managing your customer data across both platforms.
Effortlessly keep your customer records updated with this 17hats and IRIS KashFlow integration. Whenever a contact is updated in the 17hats app, this workflow will create or update the corresponding customer information in the IRIS KashFlow app. Save time and ensure accuracy by streamlining the process of managing your customer data across both platforms.
- When this happens...Updated Contact
Triggers when an already existing contact is updated.
- automatically do this!Create/Update Customer
Create/Update Customer for Kashflow
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New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
How should existing Customer in KashFlow be matched ?Required
Name
Code
Email
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Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
Invoice number/Customer ReferenceRequired
Try It