Interact + IRIS KashFlow
Create and update IRIS KashFlow customers from new Interact leads
Easily manage your leads and customers by connecting Interact and IRIS KashFlow with this efficient workflow. When a new lead is created in Interact, this automation will create or update the customer's information in IRIS KashFlow, ensuring your records are always up-to-date. Save time and maintain accurate customer data without any manual effort.
Easily manage your leads and customers by connecting Interact and IRIS KashFlow with this efficient workflow. When a new lead is created in Interact, this automation will create or update the customer's information in IRIS KashFlow, ensuring your records are always up-to-date. Save time and maintain accurate customer data without any manual effort.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create/Update Customer
Create/Update Customer for Kashflow
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QuizRequired
Try ItInvoice number/Customer ReferenceRequired
Try ItHow should existing Customer in KashFlow be matched ?Required
Code
NameRequired
Would you like to update a customer when found
Source
Trade Border Type
VAT Number
Notes
Show discount amount on invoice
Discount Percentage
Automatically add a line showing this VAT number to new Invoices
Default Currency
Default Purchase Order
Title
First Name
Last Name
Full Name
Telephone
Mobile
Fax
Email
Website
Is Primary Contact
Receive invoices
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Post Code
Country
Use a separate address for delivery
Name for Delivery Address
Address Line 1
AddressLine2
Address Line 3
Address Line 4
Post Code
Country
Payment Type
Days
Default PDF Theme ID
Apply CIS Withholding Tax
CIS Withholding Tax Rate
CIS Withholding Tax Reference Name
CIS Withholding Tax Reference Value
Default Email Template
Default Sales Code
How should existing Customer in KashFlow be matched ?Required
Name
Code
Email
How should existing Customer in KashFlow be matched ?Required
Name
Code
Email
Try ItInvoice number/Customer ReferenceRequired
Bank Account IDRequired
DateRequired
Invoice Payment MethodRequired
AmountRequired
Notes
How should existing Customer in KashFlow be matched ?Required
Customer Name
Customer Code
Customer Email
First Name
Last Name
Full Name
Telephone
Mobile
Trade Border Type
Would you like to create a customer when not found
Invoice Number
Invoice Issued DateRequired
Invoice Due Date
CurrencyRequired
Customer Reference/Purchase Order
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Post Code
Country
Update Customer Address
Use Different Delivery Address
Address Name
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Post Code
Country
Update Customer Delivery Address
Project
Project
Sales Code
Product
Do you want to create new product when not found?
Description
Quantity
Rate
Inclusive of Tax?
VAT Rate
VAT Amount
Is VAT Exempted
Sales Code
Charge
Inclusive of Tax?
Description
VAT Rate
VAT Amount
Sales Code
Discount
Description
Comment
Bank Account ID
Date
Invoice Payment Method
Amount
Notes
Notes
Invoice number/Customer ReferenceRequired
