Create or update IRIS KashFlow customers from new Cognito Forms entries
Effortlessly manage your customer data with this handy workflow between Cognito Forms and IRIS KashFlow. When a new entry is submitted in Cognito Forms, the automation will create or update a customer in IRIS KashFlow, keeping your records up-to-date and organized. Say goodbye to time-consuming manual entry and focus on what truly matters for your business.
Effortlessly manage your customer data with this handy workflow between Cognito Forms and IRIS KashFlow. When a new entry is submitted in Cognito Forms, the automation will create or update a customer in IRIS KashFlow, keeping your records up-to-date and organized. Say goodbye to time-consuming manual entry and focus on what truly matters for your business.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create/Update Customer
Create/Update Customer for Kashflow
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