IRIS KashFlow + Jotform

Create or update IRIS KashFlow customers when new Jotform submissions are received

Effortlessly manage customer data in IRIS KashFlow directly from Jotform submissions with this seamless workflow. Whenever a new submission is received in Jotform, it automatically creates or updates a customer in your IRIS KashFlow account, ensuring your customer information is always up-to-date and accurate. Save time and reduce manual errors with this efficient integration.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create/Update Customer
Create/Update Customer for Kashflow
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
- How should existing Customer in KashFlow be matched ?Required
- Name
- Code
- Email
Trigger
Scheduled
Try It
- Invoice number/Customer ReferenceRequired
- Bank Account IDRequired
- DateRequired
- Invoice Payment MethodRequired
- AmountRequired
- Notes
Action
Write

- 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
Action
Write
- Invoice number/Customer ReferenceRequired
Action
Search

- DocumentRequired
Trigger
Scheduled
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Invoice number/Customer ReferenceRequired
Trigger
Scheduled
Try It
- How 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
Action
Write
- How should existing Customer in KashFlow be matched ?Required
- Name
- Code
- Email
Action
Search

About IRIS KashFlow

IRIS KashFlow is an easy-to-use accounting and bookkeeping software allowing you to run your business from anywhere at any time whilst staying compliant.

Learn more

Related categories

Accounting

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more Help

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PRODUCTS

CAPABILITIES

By team

IRIS KashFlow + Jotform

Create or update IRIS KashFlow customers when new Jotform submissions are received

New Submission

Assign Form

Select a formRequired

Asignee emailRequired

Invitation Message

Assignee Permission

Create Submission

Select a formRequired

Get Customer List

How should existing Customer in KashFlow be matched ?Required

Name

Code

Email

Add Payment

Invoice number/Customer ReferenceRequired

Bank Account IDRequired

DateRequired

Invoice Payment MethodRequired

AmountRequired

Notes

Create Invoice

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