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17hats + IRIS KashFlow

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.

  1. When this happens...
    17hats17hats
    Updated Contact

    Triggers when an already existing contact is updated.

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

    Create/Update Customer for Kashflow

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 17hats triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • 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

    Action
    Write
    • NameRequired

    • Company Name

    • Email

    • Phone Number

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

    • Name

    • Code

    • Email

    Trigger
    Scheduled
    Try It
  • 17hats triggers, actions, and search

    Updated Contact

    Triggers when an already existing contact is updated.

    Trigger
    Instant
    Try It
    • ContactRequired

    • 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

    Action
    Write
    • 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

    Action
    Search or write
    • Invoice number/Customer ReferenceRequired

    Trigger
    Scheduled
    Try It
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About 17hats

17hats is a premiere business platform that provides you with a suite of business solutions to help organize, systemize, and grow your business.
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Related categories

  • CRM (Customer Relationship Management)

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