Create or update IRIS KashFlow customers from new or updated Capsule CRM contacts
Effortlessly maintain your customer records with this Capsule CRM to IRIS KashFlow automation. Whenever a new or updated contact is added in Capsule CRM, this workflow will create or update the corresponding customer details in IRIS KashFlow. Save time and ensure up-to-date information across your CRM and accounting platforms with this seamless integration.
Effortlessly maintain your customer records with this Capsule CRM to IRIS KashFlow automation. Whenever a new or updated contact is added in Capsule CRM, this workflow will create or update the corresponding customer details in IRIS KashFlow. Save time and ensure up-to-date information across your CRM and accounting platforms with this seamless integration.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create/Update Customer
Create/Update Customer for Kashflow
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