AccountingSuite + kvCORE Integrations

How to connect AccountingSuite + kvCORE

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Supported triggers and actions

What does this mean?

Create Cash Receipt
Creates a new cash receipt.
Action
Write
Create Account
Creates a new Account in your Chart of Accounts.
Action
Write
Create Address/Contact
Creates a new Address/Contact in AccountingSuite.
Action
Write
Create Bills
Creates a new bill.
Action
Write
Create Company
Creates a new company.
Action
Write

Create Location
Creates a Warehouse Location in AccountingSuite.
Action
Write
Create Product
Creates a new product.
Action
Write

Create Project / Jobs
Create a new project.
Action
Write

AccountingSuite
Creates a new service item.
Scheduled
Action
AccountingSuite
Creates a purchase order.
Scheduled
Action
AccountingSuite
Creates a new Sales Invoice.
Scheduled
Action
AccountingSuite
Creates a new Sales Order.
Scheduled
Action
AccountingSuite
Creates a new Sales Person in AccountingSuite.
Scheduled
Action
AccountingSuite
Create time tracking for a service or task.
Scheduled
Action
kvCORE
Triggers when a campaign action runs for a specific Zap ID.
Instant
Trigger
kvCORE
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Instant
Trigger
kvCORE
Creates a new contact within an account, optionally assigned to an agent.
Scheduled
Action
kvCORE
Updates a new contact within an account.
Scheduled
Action

How AccountingSuite + kvCORE Integrations Work

Step 1: Authenticate AccountingSuite and kvCORE.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect AccountingSuite + kvCORE

About AccountingSuite

AccountingSuite is a powerful, all-in-one business application for accounting, cloud banking, order management, inventory management, project and time tracking into one cloud-driven platform.

Related categories

Accounting

About kvCORE

KvCORE is the next gen solution for modern brokerages, agents, and teams to run their entire business on one platform.

Related categories

CRM (Customer Relationship Management)

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